Implementation Consultant Envestnet Asset Management
DescriptionEnvestnet, Inc. (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 are looking for a motivated Implementation Consultant to be responsible for the successful implementation of a client?s asset management system into the Tamarac Advisor View and Advisor Rebalancing software solutions. This position is essential to delivering the highest level of customer satisfaction through technical mentoring and coaching, as well as acting as a client advocate to resolve issues, and to improve process and the application. It will be located in Chicago, IL and require a significant amount of travel.
?Become highly proficient with using Advisor View and eventually Advisor Rebalancing
?Establish and maintain a positive and professional relationship with clients
?Analyze customer's business and technical requirements. Design and implement appropriate solutions in Tamarac Advisor
?Work with Project Manager to develop, execute and maintain a service plan.
?Craft and enhance client workflows around Performance Reporting, Billing, Client Portals, Investment Policy, Portfolio Management and Trade Order Management
?Facilitate change management initiatives resulting from services offered by configuring and automating products to best serve client's procedures
?Analyze and discuss solutions for client's requirements with regards to 3rd party applications and use of Tamarac's data outside of Tamarac products
?Train clients how to effectively use Advisor View and Advisor Rebalancing in their practices
?Act as technical advisor to analyze and determine the most effective method of problem resolution by utilizing applicable internal resources, industry best practices and Tamarac tools and processes
?Communicate proactively with accounts regarding product and program information, supportability issues, and strategic product plans where appropriate
?Document client inquiries and reported problems and provide feedback to Tamarac's R&D and Professional Services & Consulting departments
?Share best practices with team members to enhance the quality and efficiency of client support
?Participate in individual or team projects, as needed, to augment client support offerings
?Periodic domestic travel to clients. Travel is estimated at up to 60% of time.
?Team Work & Collaboration
?Adaptability & Continuous Improvement
?Positive & Empowering Attitude
?Focus on Profitability
?3+ years? experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry
?Ability to deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way
?Experience in change management and consulting or service
?Strong verbal and written communication skills
?Detail oriented and excellent multi-tasking skills
?Exceptional interpersonal and organizational skills
?Must work well in a team environment and present a professional demeanor
?Must be flexible, reliable, trustworthy, and absolutely confidential with all matters
?Intermediate computer skills (i.e. Word, Excel, PowerPoint and Outlook)
We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet, Inc. 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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