Current jobs related to Manager, Portfolio Administration Support - Berwyn - Envestnet

  • Financial Portfolio Administrator

    3 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Envestnet is in search of a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. This role is integral to our mission of revolutionizing the delivery of financial advice and wellness. At Envestnet, we strive to empower financial advisors and service providers with cutting-edge technology, solutions, and insights...

  • Portfolio Specialist

    1 month ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Portfolio Specialist to join our Platform Operations 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,...

  • Portfolio Services Manager, Officer

    1 month ago

    Berwyn, United States State Street Corporation Full time

    Who we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...

  • Investment Portfolio Coordinator

    3 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Envestnet is on the lookout for a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. At Envestnet, we are redefining the delivery of financial advice and wellness. Our goal is to empower financial advisors and service providers with cutting-edge technology, solutions, and insights to make financial wellness...

  • Portfolio Manager, Senior Vice President

    3 weeks ago

    Berwyn, Pennsylvania, United States State Street Corporation Full time

    About the Role:We are seeking a highly skilled and experienced professional to join our Portfolio Services team at State Street Corporation. As a key member of this team, you will play a critical role in ensuring the accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients.Responsibilities:Monitor the portfolio...

  • Institutional Client Support Specialist

    4 weeks ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office. Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Executive Administrative Manager

    3 weeks ago

    Berwyn, United States AscellaHealth Full time

    Job DescriptionJob DescriptionWhat we are looking forWe are seeking an Executive Administrative Manager to be an integral part of the Administrative Support team for AscellaHealth.  The individual in this role will manage the daily activities of the Administrative Support Team. Additionally, the position will work very closely with the Chief of Staff to...

  • Tax Overlay Support Specialist

    3 weeks 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,...

  • Administrative Assistant

    2 weeks ago

    Berwyn, Illinois, United States Crimson Solutions Full time

    We are seeking a skilled Administrative Assistant to join our team at Crimson Solutions as a Grave Management Coordinator. This role will be responsible for managing the administration of our cemetery, ensuring that all grave extensions, dissolutions, and transfers are processed efficiently and effectively.Key Responsibilities:Process grave extensions and...

  • Administrative Coordinator

    1 week ago

    Berwyn, Pennsylvania, United States AscellaHealth LLC Full time

    About the RoleWe are seeking a highly skilled and organized Administrative Assistant to join our team at AscellaHealth LLC. As an integral part of our administrative support team, you will provide comprehensive and effective administrative support to our C-Suite, Executive Leadership Team, Department Heads, Managers, and Supervisors.Key...

  • Client Account Management Specialist

    3 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Envestnet is on the lookout for a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. At Envestnet, we are revolutionizing the delivery of financial advice and wellness. Our mission is to empower financial advisors and service providers with cutting-edge technology, solutions, and insights to make financial...

  • Administrative Assistant

    3 weeks ago

    Berwyn, United States AscellaHealth Full time

    Job DescriptionJob DescriptionWhat we are looking forWe are looking for an Administrative Assistant who will be an integral part of the administrative support team for AscellaHealth. This position will work very closely with the team to ensure comprehensive and effective administrative support for the C-Suite, Executive Leadership Team, Department Heads,...

  • Administrative Assistant

    1 week ago

    Berwyn, United States AscellaHealth LLC Full time

    What we are looking for We are looking for an Administrative Assistant who will be an integral part of the administrative support team for AscellaHealth. This position will work very closely with the team to ensure comprehensive and effective administrative support for the C-Suite, Executive Leadership Team, Department Heads, Managers, and Supervisors. They...

  • People Operations Support Specialist

    2 weeks ago

    Berwyn, Illinois, United States Devereux Advanced Behavioral Health Full time

    About Devereux Advanced Behavioral HealthWe are a leading provider of behavioral healthcare services, dedicated to unlocking and nurturing human potential for individuals with emotional, behavioral, or cognitive differences.Job SummaryWe are seeking a highly motivated and organized People Operations Support Specialist to join our team. As a key member of our...

  • Product Management Senior Manager

    4 days ago

    Berwyn, Pennsylvania, United States TE connectivity Full time

    Job OverviewTE Connectivity's Product Management Teams are responsible for driving new product development, manufacturing, and marketing. As a Sr. Manager, you will oversee overall product strategy, business leadership, and capacity plans to meet sales and profit targets.Key ResponsibilitiesDevelop and execute product revenue, standard cost, and growth...

  • Tax Overlay Operations Specialist

    2 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    About the RoleEnvestnet is seeking a highly skilled and detail-oriented Tax Overlay Support Specialist to join our Trade Services team. As a key member of our team, you will be responsible for the day-to-day monitoring and administration of accounts, ensuring seamless execution of trades and portfolio management.Key ResponsibilitiesAccount Management:...

  • Educational Support Specialist

    3 weeks ago

    Berwyn, Illinois, United States Berwyn South School District 100 Full time

    Position Type: Paraeducator/ParaeducatorQUALIFICATIONS:Illinois Paraprofessional LicenseJOB GOAL:To enhance the educational experience and well-being of students by providing essential support services in collaboration with certified educators. Paraeducators play a vital role in assisting students under the guidance of a licensed teacher. This includes...

  • Senior Business Development Manager

    2 weeks ago

    Berwyn, Pennsylvania, United States First National Bank Full time

    Job SummaryThis position is primarily responsible for assisting the Managing Director of Business Credit in the oversight of the Business Credit of the First National Bank. The incumbent provides support and relationship development to Business Credit, including:Developing and maintaining strong relationships with key business clientsProviding expert advice...

  • Legal Support Specialist

    3 weeks ago

    Berwyn, Illinois, United States VICTORY LAW OFFICE Full time

    Victory Law Office is seeking motivated and detail-oriented individuals to join our team as Legal Assistants/Paralegals. We are a fast-paced legal practice with a commitment to providing exceptional client service. This role offers the opportunity to gain valuable experience in a dynamic legal environment. Responsibilities Provide administrative support...

  • Patient Service Coordinator

    2 weeks ago

    Berwyn, Illinois, United States US Derm Support Roles Full time

    About the RoleWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at US Derm Support Roles. As a Patient Service Representative, you will play a critical role in ensuring the smooth operation of our clinic, providing exceptional patient care, and maintaining accurate records.Key ResponsibilitiesPatient...

Manager, Portfolio Administration Support

4 months ago

Berwyn, United States Envestnet Full time

Description

Envestnet is seeking a passionate and talented Manager, Portfolio Administration Support to join our Platform Operations 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:

Trading Services is seeking a candidate who is enthusiastic and committed to providing a "Best in Class" client service experience to our Financial Advisors. A successful candidate will play a crucial role in the day to day oversight of the Portfolio Administration team. The primary responsibilities of this position are to ensure the Portfolio Administration Services team is functioning in an effective and timely manner. The candidate will directly manage staff as well as train, plan, allocate, and monitor work and make decisions regarding employment, performance appraisals, hiring, and related personnel actions.

Job Responsibilities:

  • Coordinate activities, maximize efficiency, and deliver optimal service levels to internal and external clients.
  • Perform daily processing where appropriate to ensure business objectives and service goals are met.
  • Assists staff to resolve complex problems.
  • Evaluates processes and identify improvement opportunities to reduce cost and increase efficiencies.
  • Maintain/exceed quality standards as defined.
  • Maintain and provide departmental statistics.
  • Review errors and implement preventive/corrective actions as needed.
  • Facilitate and participate in post-mortem meetings to enhance processes based upon lessons learned.
  • Participate in special projects.
  • 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.
  • 5+ years of experience working in a similar capacity
  • Must have exceptional knowledge of the securities industry, various types of investment vehicles, and trading methods.
  • Ability to resolve highly complex issues, negotiate sensitive issues, troubleshoot daily obstacles, and possess highly developed reasoning capacity.
  • Able to effectively work in a team environment and possesses collaborative decision-making skills.
  • Must possess strong verbal and written communication skills.
  • Experience overseeing a team and/or leading others preferred.

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).

#LI-RT1