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Tax Overlay Support Specialist

2 months ago

Berwyn, United States Envestnet Full time
Description

Envestnet is seeking a passionate and talented Tax Overlay Support Specialist to join our Trade Services team. This position is expected to report to our Berwyn, PA office.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

The Tax Overlay Support Specialist is responsible for day-to-day monitoring and administration of accounts. Overlay Services is comprised of three primary product offerings:
  • Tax Overlay is a customizable solution for investors who want to control or customize the realization of gains in their portfolios or diversify concentrated portfolios in a tax efficient manner.
  • Impact Overlay allows clients to combine multiple personal conviction screens (security restrictions based on various social category screens ("SRI") and apply them to a traditional SMA / UMA.
  • Overlay support for internal teams for large rebalance activity or sophisticated trading scenarios.
Job Responsibilities:
  • Executing the Account Management Process - Daily, Weekly, Monthly, and Quarterly Action Items (75%)
    • Working with Envestnet's proprietary investment management system, the Tax Overlay Support Specialist will identify client accounts for optimization (potential trading), execute trade instructions, review recommended transactions based on established guidelines, and consolidate & execute transactions across accounts for execution and allocation.
  • Reviewing Audit Reports and Performing Necessary Follow Up (10%)
    • The Tax Overlay Support Specialist must ensure that results are consistent across accounts and ensure that accounts are managed within their specific tax settings as defined by the client and their financial advisor (for Tax Overlay accounts), or are managed within the specific security restriction constraints defined by the client and their financial advisor (for Impact Overlay accounts). The Tax Overlay Support Specialist will run and review various audit reports and will execute additional follow up action as required based on those reports.
  • Working with Overlay Services Specialists / Sales Teams (10%)
    • The Tax Overlay Support Specialist will work with the Overlay Services Specialists and the Sales team to provide superior service to financial advisors and clients. This typically requires researching and answering account-specific questions that arrive from an advisor or client through the Overlay Services Specialist team or the Sales team.
  • Participating in Enhancement Discussions and Testing Changes Designed to Improve the Process (5%)
    • The Tax Overlay Support Specialist will participate in discussions with business and technical analysts to define and test process and technology improvements expected to improve the effectiveness and efficiency of the investment process.
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Required Qualifications:
  • Bachelor's degree in related field or equivalent experience required.
  • A minimum of 0-3 years of relative experience is needed.
  • Minimum of 1 year experience preferred.
  • Knowledge of investment management operations and practices with particular emphasis on separately managed accounts including trading and portfolio accounting systems.
  • Knowledge of financial markets, including equities, fixed income, mutual funds, ETFs, and hedge funds.
  • Experience working in a fast-paced environment with daily mission-critical deadlines.
  • Monitoring output of an automated system and identifying and resolving exceptions.
Preferred Qualifications:
  • Knowledge of Envestnet's account management processes, procedures, and systems
  • Understanding of multi-factor risk models and optimization
  • Understanding of Modern Portfolio Theory
  • Experience in the Envestnet operations/trading organization
  • Experience with MS Excel
About Us:

Envestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back-office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet:
  • Be a member of a leading financial services and products innovation company
  • Competitive Compensation/Total Reward Packages that include:
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K - Company Match
    • Annual Bonus Incentives
    • Parental Stipend
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable Match
    • Wellness Program
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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