Project Manager

Envestnet is seeking a Project Manager to join our Client Enablement department. This is a hybrid role, with in-office work required at either our Berwyn, PA or Raleigh, NC office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary:

We are looking for a client-focused Project Manager (PM) to successfully manage new and current clients through software implementations and other project work. The Project Manager will be responsible for planning and executing projects, collaborating with internal partners, and building positive relationships with our clients.  A successful Project Manager can synthesize information quickly, and articulate solutions to ensure clients receive the best possible experience.  To fully support our clients you should speak their language, therefore a background in a registered investment advisory firm or larger financial services space is highly valued!

Job Responsibilities:

• Become proficient in all aspects of Envestnet | Tamarac’s onboarding process and product offerings in order to competently address client questions and concerns.  Understand use cases presented by client and be able to translate their software needs.  Be able to effectively build client relationships and balance client needs with Envestnet business requirements.
  
• Successfully manage multiple client projects from signing through onboarding completion onto the Envestnet | Tamarac platform.  This includes establishing project timelines, partnering with and managing project resources across departments, documenting activity to ensure accurate records, tracking project milestones and health to ensure deadlines are met, and clearly communicating project objectives and expectations across varying levels of the organization.  Handle project escalations with internal and client resources effectively and in a timely fashion.
• Demonstrate the ability to balance numerous competing priorities across projects in an organized and well thought out manner
  
• Define scope, identify and mitigate risks, and determine work plan for new client implementations.  With leadership guidance, proactively evaluate and solve challenges that would affect the overall success of assigned project(s).
  
• Provide thought leadership in continuing development of project management process and client experience.  Work with fellow PMs to provide guidance on process improvements, looking for ways function more efficiently as individuals and as a team and scale across multiple 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: 

• Minimum of 3 years’ project management experience or equivalent client facing experience working in the financial services industry (RIA or BD space).
  
• Understanding of the financial services industry; registered investment advisors, brokerage business, etc. strongly preferred.
  
• Develop functional knowledge across the Envestnet | Tamarac platform as it relates to supporting our clients and internal project teams.
  
• Proven ability to proactively manage change, identify issues, and propose solutions.
  
• Demonstrated communication, leadership, problem solving skills and a strong sense of ownership is critical.
  
• Self-motivated with the ability to prioritize, set and meet deadlines, both for yourself as well as others
  
• Comfortable with ambiguity and able to work independently as well as in a team environment
  
• Project Management Professional (PMP) Certification preferred
  
• Working knowledge of Microsoft Office Suite.
  

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions 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
    

Envestnet is an Equal Opportunity Employer.

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