Envestnet · 8 hours ago
Manager Support Specialist
Berwyn, PA
Full-time
Hybrid
Entry, Mid Level
2+ years expEnvestnet is a leading financial technology and solutions company transforming the way financial advice is delivered. The Manager Support Specialist will support Asset Manager partners by providing training, responding to inquiries, and ensuring effective communication regarding the Envestnet platform.
Financial ServicesFinTechWealth Management
Responsibilities
Provide training, demonstrations, and support related to the Envestnet platform (Manager Console) utilized by Asset Managers to maintain complete Service Request tasks, edit/maintain Model portfolios, trade accounts and other future functionality as the Manager Console is enhanced
Act as the Subject Matter Experts related to all aspects of Manager Console and respond to asset manager questions about use of the platform via email or phone call
Respond to Asset Managers as well as internal parties with thorough information to answer the question/resolve the topic (and proactively consider future follow up questions in the initial response) within SLAs of first response time and completion
Explain process flows, best practices and responsibilities to both new asset managers as well as those that have been on the Envestnet platform for some time
Promptly communicate global announcements to all managers (or applicable subset of managers) about platform issues, custodian delays, and other high priority topics requiring immediate manager action or knowledge
Represent Manager Services and Operational interests during Business Partner Acceptance Committee (BPAC) meetings to ensure that portfolios are not approved to be added to the platform when operationally not acceptable
Establish and maintain strong and supportive overlay relationships to foster a cooperative environment in which to build and maintain strategic partnerships with our investment managers
Coordinate the correction process related to trade errors caused by asset managers
Participates in root cause analysis to correct and/or prevent deviations in processes and workflows
Proactively communicate to asset managers regarding topics such as model validation delays and other operational concerns
Participate in projects when asset manager communication or Models are impacted (e.g., communication of changing account numbers, client firm leaving the platform end date communication to applicable managers)
Work directly with internal departments to resolve client firm issues/questions related to asset manager investment strategies according to departmental service levels
Provide insight and training related to asset managers and strategies to new internal department personnel
Interact with the Trading department when warranted to assist in solving Asset Manager complex trading issues
Perform daily duties, including problem resolution using standard procedures and precedents
Interaction when necessary with vendor partner when trading issues exist
Assist with solving issues that are without procedures or precedents and escalates to Senior department members or department manager when warranted
Participates in special projects/other duties as assigned by Manager or other senior management personnel
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
Qualification
Required
Bachelor's degree in Finance or equivalent work experience required
At least 2 years of experience in the financial services or related industry
Experience in Client Service
Must have working knowledge of the securities industry, various types of investment vehicles, and trading methods
Understanding of quality control methods is a necessity
Must possess strong attention to detail and demonstrate the ability to work under pressure
Ability to prioritize pending inquiries and handle the most time sensitive prior to others without the same level of necessity
Demonstrate skills to critically analyze information and make recommendations
Demonstrate ability to be able to adjust to changing priorities
Work as a member of a team with collaborative decision making
Must demonstrate professionalism and diplomacy and be able to work with a variety of personalities
Working knowledge of Microsoft Office suite of tools; Excel proficiency required
Benefits
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
Company
Envestnet
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
1001-5000 employees
H1B Sponsorship
Envestnet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (38)
2023 (29)
2022 (40)
2021 (49)
2020 (27)
Funding
Current Stage
Public CompanyTotal Funding
$1.42BKey Investors
Impactive CapitalBlackRockKeystone Capital
2024-07-11Acquired
2022-11-15Post Ipo Debt· $575M
2022-03-31Post Ipo Equity· $289.4M
Leadership Team
Chris Todd
Chief Executive Officer
Brandon Thomas
Co-Founder & Chief Information Officer
Recent News
2026-01-11
2026-01-08
Company data provided by crunchbase