Platform Consultant Envestnet Asset Management
THIS JOB HAS EXPIRED Description
Envestnet, 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 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.
Provide service and support to our Regional Consultants and Advisors including educating users on the platform, answering questions regarding functionality, site navigation, proposal creation as requested by the Advisor and Advisor directed support.
Site Navigation, Education and Information: Advisor training (one to one help on getting acquainted with all the features and tools on the platform) which includes helping advisors with Proposal generation
APM Support: Model Management and Model Training
Proactive Advisor contact for the under-served advisors (Emerging Advisors) on our platform ? typically using APM or Reporting only or new to using the Envestnet features and solutions: Identifying opportunities to broaden relationships and introduce new programs all based on use analytics
3-5 years of experience in the financial services area working with clients by providing first level support on financial platforms, cross-sell of products, financial analysis or other client facing roles.
Degree in Business or Finance preferred or equivalent work experience
Demonstrated experience managing challenging client interface, navigating situations to resolution and providing exceptional client service
Excellent communication skills, ability to articulate complex concepts to Advisors and to create proposals as needed. Target marketing and service to Envestnet?s Emerging Advisor Market (Communication skills a must!).
Platform Specialists ? team members will have an in-depth knowledge about the platform features and functionality, including RPM tools and Reporting
Collaborative approach, team oriented and able to balance multiple priorities
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet 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.
||35 East Wacker Drive |
Chicago, IL 60601
THIS JOB HAS EXPIRED