Know ATS Score
CV/Résumé Score
  • Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role: Overlay Services Operations Specialist.
United States Jobs Expertini

Urgent! Overlay Services Operations Specialist Job Opening In Berwyn – Now Hiring Envestnet

Overlay Services Operations Specialist



Job description

Description

Envestnet is seeking an Overlay Services Operations Specialist to join our Wealth Solutions department.

This is a hybrid role, with in-office work required at our Berwyn, PA 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: 

PMC’s Overlay Services Operations Specialists are critical in supporting and growing Overlay Services.

 They will interact directly with external advisors, Overlay Services Specialist, as well as our Overlay Services Portfolio Administration Specialists and others within the Envestnet organization.
They will be responsible for the operational support for accounts, which have elected Overlay Services.

 This will include new account set up, Not In Good Order resolution and other maintenance requests.

 They will be cross-trained with other members of the Overlay team to provide support.

Job Responsibilities:

  • Operational responsibilities for new Overlay Services accounts.
  • Communicate the value proposition of Overlay Services.
  • Collaborate within the Envestnet organization for opportunities for Overlay Services.


  • Support advisors who are bringing in new Overlay Services accounts.

     This could include analyzing new accounts that are choosing various Impact screens, or working with advisors to analyze the tax consequences of a client’s existing portfolio under various tax budget scenarios.

    Utilizing
  • PMC’s Portfolio Asset Transition Summary(PATS).
  • Work with advisors to resolve issues with accounts that are not yet in good order to invest with an Overlay Services mandate.

     Issues may include but are not limited to: unrealistic tax budgets, inadequate funding, inadequate exposure to equity SMA sleeves, unrealistic number of Impact screens, etc.
  • Coordinate account level problem resolution prior to accounts reaching the Overlay Services Portfolio Administration Specialist team.
  • Assist advisors by answering questions and providing updated information regarding existing accounts with Overlay Services.
  • Support the growth efforts of Overlay Services by working with internal partners.
  • 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: 

  • Bachelor’s degree in business, finance, or related field of study.
  • Minimum of 1-3 years of experience in the investment management or investment consulting industry.
  • Knowledge of the Financial Services Industry.
  • Understanding of investment products including Separately Managed Accounts, Mutual Funds and ETFs.
  • Effective and concise communicator, both verbal and written.


  • Understanding of tax implication of investments.
  • Understanding of Impact Investing.

     
  • Thoughtful decision maker with the ability to implement solutions based on a thorough knowledge of the client situation.


  • Commitment to provide positive client experience and reinforce the firm’s image as a sophisticated investment solutions provider.
  • Highly organized with a strong attention to detail.
  • Possess ability to prioritize and maintain multiple client request.

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.

#LI-RT1


Required Skill Profession

Business Operations Specialists



Your Complete Job Search Toolkit

✨ Smart • Intelligent • Private • Secure

Start Using Our Tools

Join thousands of professionals who've advanced their careers with our platform

Rate or Report This Job
If you feel this job is inaccurate or spam kindly report to us using below form.
Please Note: This is NOT a job application form.


    Unlock Your Overlay Services Potential: Insight & Career Growth Guide


  • Real-time Overlay Services Jobs Trends in Berwyn, United States (Graphical Representation)

    Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Overlay Services in Berwyn, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 55834 jobs in United States and 5 jobs in Berwyn. This comprehensive analysis highlights market share and opportunities for professionals in Overlay Services roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

  • Are You Looking for Overlay Services Operations Specialist Job?

    Great news! is currently hiring and seeking a Overlay Services Operations Specialist to join their team. Feel free to download the job details.

    Wait no longer! Are you also interested in exploring similar jobs? Search now: .

  • The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Envestnet adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:
    • 1. Independence
    • 2. Loyalty
    • 3. Impartiality
    • 4. Integrity
    • 5. Accountability
    • 6. Respect for human rights
    • 7. Obeying United States laws and regulations
  • What Is the Average Salary Range for Overlay Services Operations Specialist Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Berwyn. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

  • What Are the Key Qualifications for Overlay Services Operations Specialist?

    Key qualifications for Overlay Services Operations Specialist typically include Business Operations Specialists and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.

  • How Can I Improve My Chances of Getting Hired for Overlay Services Operations Specialist?

    To improve your chances of getting hired for Overlay Services Operations Specialist, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

  • Interview Tips for Overlay Services Operations Specialist Job Success
    Envestnet interview tips for Overlay Services Operations Specialist

    Here are some tips to help you prepare for and ace your job interview:

    Before the Interview:
    • Research: Learn about the Envestnet's mission, values, products, and the specific job requirements and get further information about
    • Other Openings
    • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
    • Dress Professionally: Choose attire appropriate for the company culture.
    • Prepare Questions: Show your interest by having thoughtful questions for the interviewer.
    • Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.
    During the Interview:
    • Be Punctual: Arrive on time to demonstrate professionalism and respect.
    • Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.
    • Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.
    • Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.
    • Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.
    • Follow Up: Send a thank-you email to the interviewer within 24 hours.
    Additional Tips:
    • Be Yourself: Let your personality shine through while maintaining professionalism.
    • Be Honest: Don't exaggerate your skills or experience.
    • Be Positive: Focus on your strengths and accomplishments.
    • Body Language: Maintain good posture, avoid fidgeting, and make eye contact.
    • Turn Off Phone: Avoid distractions during the interview.
    Final Thought:

    To prepare for your Overlay Services Operations Specialist interview at Envestnet, research the company, understand the job requirements, and practice common interview questions.

    Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Envestnet's products or services and be prepared to discuss how you can contribute to their success.

    By following these tips, you can increase your chances of making a positive impression and landing the job!

  • How to Set Up Job Alerts for Overlay Services Operations Specialist Positions

    Setting up job alerts for Overlay Services Operations Specialist is easy with United States Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!