Configuration Consultant Envestnet Asset Management
Envestnet (NYSE:ENV) 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. Envestnet is headquartered in Chicago.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Currently we are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Financial Advisors.
POSITION: Configuration Consultant
DEPARTMENT: Client Implementations
Consistently demonstrate knowledge of Envestnet's technology as required to be able to communicate the functionality to strategic partners, clients, and internal Envestnet business units. Acquire full knowledge of platform enhancements on a quarterly basis in conjunction with the development enhancement release cycle.
Participate in and guide strategic partners and clients in implementation meetings, and provide ongoing support, as necessary. Identify and understand client business needs to ensure that the implementation is executed appropriately, and the platform is maintained according to client?s expectations.
Work closely with other Envestnet business units to gather functional, technical, and operational requirements to meet client's business needs and resolve open issues.
Monitor and assess issues raised during and after implementations and take appropriate action to ensure resolution. Be able to articulate and escalate critical business issues..
Assist in the planning and documentation of implementation processes and new technology enhancements.
Establish priorities, be able to work as part of a team and independently, and proceed with objectives with little to no supervision.
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.
Exposure to the financial services industry helpful.
Excellent client-facing skills, including both oral and written communication skills
Ability to effectively coordinate and escalate competing internal and external priorities
Strong organizational skills
Ability to consistently and effectively manage a large volume of detailed information
Strong skills in Windows operating systems and Microsoft Office suite of programs
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet Asset Management is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
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Chicago, IL 60601