Envestnet jobs

Loading job Back to Search Results Previous Opportunity Next Opportunity Regional Sales Consultant Share: Apply Now Save Job Saved Description Envestnet is seeking a Regional Sales Consultant to join our Sales department. 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 ****************** Job Summary: The Regional Consultant is an important member of the Advisor Sales distribution team, responsible for supporting the growth and adoption of Envestnet's Managed Accounts platform and related solutions. Working as a generalist seller with strong product knowledge, the Regional Consultant partners closely with the Regional Director to execute territory strategy, engage advisors, and deliver practice management resources. This role is focused on high-touch engagement with financial advisors to drive sales activity, strengthen relationships, and expand platform usage. The Regional Consultant serves as a consultative partner to advisors while coordinating across Envestnet teams to support territory objectives and measurable growth. Job Responsibilities: * Execute territory coverage plans in partnership with the Regional Director to accelerate Managed Account adoption and sales. * Manage a portfolio of potential advisors with accountability for sales activity, revenue contribution, and pipeline growth. * Support outbound engagement, advisor meetings, and deal progression by coordinating with Regional Directors and Senior Account Executives. * Distribute and consult on PMC investment solutions and Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and strategist offerings. * Collaborate with marketing, training, and sales colleagues to generate leads, develop materials, and follow up on campaigns and events. * Maintain disciplined pipeline management and documentation of advisor engagement in CRM. * Represent Envestnet at advisor events, conferences, and industry meetings. * Monitor industry trends and competitor activity; share insights with internal partners to inform territory execution. * Ensure compliance with Envestnet's policies, internal controls, and regulatory requirements. * 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: * 5+ years of financial services experience, preferably in advisory platform or asset management sales. * Bachelor's degree in Finance, Business Administration, or related field (or equivalent experience). * Strong understanding of the advisory business model, portfolio construction, and financial planning process. * Experience managing a territory, supporting sales strategy, and achieving quota. * Excellent organizational, presentation, and communication skills. * Ability to build strong relationships across advisors, colleagues, and cross-functional teams. * Agile, solutions-oriented mindset with ability to execute against territory objectives. * Ability to travel up to 25% (100% in-field engagement within assigned territory). 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 Salary: The annual base salary range for this position is $86,000 to $115,000. This position is eligible for a variable pay based on a sales incentive plan. Envestnet is an Equal Opportunity Employer. #LI-RT1 Share: Apply Now

Software Quality Assurance Tester Required Skills: Experience in software testing, particularly with web applications Understanding of software testing methodologies, tools, and processes Hands-on experience testing applications built with React and TypeScript Hands-on experience testing Node.js server applications Proficiency in using advanced testing frameworks and tools including: Frontend: Jest, React Testing Library, Cypress, or Playwright Backend: Mocha, Chai, Supertest, Postman, or Newman End-to-End (E2E): Cypress, Playwright, Selenium WebDriver or Katalon Studio Knowledge of version control systems (e.g., Git) Experience with CI/CD pipelines and integrating automated testing into deployment workflows Ability to monitor the progress of multiple concurrent and highly visible projects and requirements Desired Skills: Strong analytical and problem-solving abilities Excellent written and verbal communication skills Advanced knowledge of containerization and testing in Dockerized environments Experience with accessibility testing tools (e.g., Axe, Lighthouse) Experience with Elasticsearch Testing and Jest integration for Elasticsearch Experience with manual query validation Key Responsibilities: Develop, execute, and maintain comprehensive test strategies, plans, and scripts for web applications Lead and perform functional, integration, regression, and performance testing Identify, log, and track software defects and collaborate with developers for timely resolutions Design and implement automated testing for frontend and backend components Conduct API testing and validate RESTful endpoints Test Elasticsearch configurations, queries, and integrations Collaborate with cross-functional teams to understand application requirements Document test results, issues, and test scripts Continuously improve testing strategies, tools, and processes Create, manage, and update work tickets using JIRA Provide weekly status updates on deliverables, risks, and dependencies

Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Registered Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals Assist with processing of trade adjustments and responding to operational alerts Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements Remedy and/or escalate service breaks to management team If supervisory licenses are held - Possibility of supervisory responsibilities to be delegated OTHER: Assist with special projects (e.g., recruit onboarding support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers Organize and track progress against operational remediation projects Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Willingness to obtain Series 9 and Series 10 (SU) for delegation of supervisory functions Reports To: Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Responsibilities: + Make authoritative recommendations about technical or professional solutions that would significantly improve business performance. + Develop innovative solutions by integrating and analyzing complex and diverse information sources. + Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. + Develop functional or operational policies and help develop policy frameworks for area of responsibility or department. Take responsibility for creating underlying procedures and monitoring their implementation. + Manage a range of investment portfolios through in-depth market and sector analysis while maintaining a wide range of external relationships. Participate in the formulation and evolution of general investment policy. + Work on complex administrative processes and databases to develop and test administrative procedures to ensure they are fully in line with organizational needs. + Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed. + Build complex frameworks to fully assess the scope and context of short-term and long-term business needs. + Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues. + Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues. + Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences. + Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes. Skills: + Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes. + Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making. + Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. + Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. + Uses expertise to act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. + Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements. + Uses an expert understanding of numerical concepts to act as organizational authority on performing mathematical operations such as report analysis. + Acts as the organizational authority and established expert on interpreting and applying knowledge of laws, regulations and policies in area of expertise. + Acts as the organizational authority and established expert on acquiring, organizing, protecting and processing data to fulfill business objectives. + Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and its clients. + Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance. + Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance. + Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance. + Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. + Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers. + Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance. + Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. + Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance. + Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients' explicit needs and/or unforeseen opportunities and challenges.

REQUIRED SKILLS • Demonstrated experience with the ability to understand and automate customer workflows and business processes with Al solutions • Demonstrated experience in data structures, data modeling, and software architecture • Demonstrated in-depth experience and knowledge of Inachine learning tools and frameworks such as PyTorch, Tensorflow, etc. • Demonstrated experience with extensive math and computer science skills, with a deep understanding of probability, statistics, and algorithms • Demonstrated experience in Al/ML specific programming languages, such as Python, Jav, C++, Conda, etc. • Demonstrated experience training Al Inodels, as well as in integrating pre-trained models into dataflows and software architectures. DESIRED SKILLS • Demonstrated experience implementing secure Al solutions in the Intelligence Community • Demonstrated experience working with highly sensitive data sets • Demonstrated experience in leading Al/ML initiatives • Demonstrated experience and in-depth knowledge of implementing ETL (Enhance/Transform/Load) pipeline • Demonstrated experience and in-depth knowledge in implementing solutions in Alnazon Web Services • Demonstrated experience with very strong problem solving and critical thinking skills • Demonstrated experience performing in a collaborative team environment.

The Resident Managers primary focus is to drive revenue and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branch's results. Resident Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Resident Manager reports directly to either the Market Executive, Non-Producing Branch Manager or Producing Branch Manager. The Resident Manager will manage a smaller producing branch office. DUTIES and RESPONSIBILITIES Production-related Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships Help manage client investment needs consistent with Firm policies and industry requirements Keep current with information regarding regulatory requirements, financial markets and current and new products. Product/Business Knowledge Has a thorough understanding of the Firms products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales Has a good understanding of the Firms resources; able to direct the sales force to the appropriate resources in an efficient manner Effectively applies product/business knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients needs Sales/Marketing Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch. Promotes corporate and complex initiatives and is able to effectively communicate these initiatives to Financial Advisors within their branch. Team Building Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings Participates in Region and Market initiatives including sales, hiring, recruitment, diversity, and community outreach. Leadership Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a reputation of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the branch within the geographic market. Leads their Branch's efforts of Sales, results, and client-centered approach Experience. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for Financial Advisors in order to help drive results. Accountability Responsible for the Branch's sales performance and financial performance Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulator practices. Responsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual. Responsible for executing the Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Market Executive/Non-Producing Branch Manager/Producing Branch Manager. Education and/or Experience * Bachelor's degree required or equivalent education or experience * At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or equivalent branch management or industry experience. Licenses and Registrations * Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only ) * Other licenses as required for role or by management Skills * Effective written and verbal communication skills * Ability to think critically * Ability to manage a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed * Ability to own projects at a Branch level * Ability to organize and prioritize work, meet deadlines, and complete projects Reports to * Direct: Market Executive/Non-Producing Branch Manager/Producing Branch Manager Direct reports * Financial Advisors and Branch support staff This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis All candidates should verify that they meet the minimum eligibility requirements prior to applying. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Loading job Back to Search Results Previous Opportunity Next Opportunity Proposal Desk Specialist Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Proposal Desk Specialist to join our Sales department. 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 ****************** Job Summary: The Wealth Solutions Proposal Desk Associate role, an entry-level position, acts as internal operational and sales support for Envestnet's Advisor Sales/High Net Worth and RIA teams, providing crucial assistance in proposal creation and delivery. With the potential for growth into sales, this role integrates into the Advisory/High Net Worth Sales Team's territory format and reports to the Director, Advisor Sales and Wealth Consulting. Job Responsibilities: * Thoroughly learn, understand, and present all Envestnet Platform Proposal Capabilities for outsourced products and ensure effective and efficient delivery of proposals to prospective clients and Premier Partners. * Construct proposal requests through the Envestnet Platform proposal tool. * Proposal type includes Custom Case, UMA Model Building, Fund Strategist, Separately Managed Account, Unified Managed Accounts. * Responsible for requesting Portfolio Asset Transition Summary (PATS) reports for cases where customized tax management is required. * Respond to literature requests and service issues. * Maintain and update sales pipeline and closed sales in Salesforce and follow up as needed with sales partners. * This position requires in-office work four days per week. * 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 * 1-3 years of experience in the financial services industry * Strong written and verbal communication skills * Proven ability to self-manage, with strong organization skills and an attention to detail Preferred Qualifications: * Knowledge of Envestnet's account management processes, procedures, and systems. 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 Salary: The annual base salary range for this position is $56,000 to $93,000. Envestnet is an Equal Opportunity Employer. LI-RT1 Applications accepted on a rolling basis and the posting will remain open until the position is filled. Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Loading job Back to Search Results Previous Opportunity Next Opportunity Investment Product Consultant Share: Apply Now Save Job Saved Description Envestnet is seeking an Investment Product Consultant to join our Sales department. 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 ****************** Job Summary: The Investment Product Consultant, a key member of the Solutions distribution team, will be responsible for supporting Envestnet sales organization expand PMC revenue through the promotion and bundling of PMC investment solutions and service. This role will support a regional sales team in an effort to promote and distribute the array of PMC / QRG products and services including identifying the appropriate product offering, pricing model and value proposition for given client segments. The role will work cross-functionally and closely with investment management, product management, sales, and engineering stakeholders to distribute to the marketplace. The priorities for this position include supporting the Regional Sales Team's abilities to drive PMC AUM through scheduling, proposal generation, portfolio design and general advisor assistance. The role requires understanding of asset management business strategy, product distribution strategies and the intersection of investment management with wealth management and financial planning. Job Responsibilities: * Promotion and Expansion of PMC/QRG Strategies to a broader audience (The primary metric here is driving AUM in PM/QRG products.) * Develop, enhance and drive execution of the distribution strategy for PMC/QRG products (both on-platform and off) * Identify, evaluate and execute on significant new product distribution opportunities. * Identify opportunities to bundle QRG / PMC investment solutions in ways that expand our market - for example, the complimentary nature of overlay services and QP index replication. * Assisting with custom portfolio design for financial advisor's clients (The primary metric here is driving AUM into PMC HNW channels. * Work with advisors to understand case opportunities * Construct custom allocation to meet end clients need based on PMC ACP and research guidelines. * Identify opportunities to include QRG/PMC products and capabilities into the custom case end solution set. * Assisting with the extension of Tamarac's capability set to include Investment Solutions and Services(The primary metric here is AUM derived revenue and Investment services revenue from the Tamarac Client base.) * Help Distribute and consult on PMC products and additional ENV Managed Account capabilities such as…Tax / Impact Overlay in the UMA; Expanded use of QP's as a replacement to current index replication (dual contract) providers and development and promotion of a Small Account * Solution for TAM clients - leading to a FSP implementation * Assisting with New Investment Program / Product Distribution: play a product consulting role in driving new investment programs that package our capabilities to marketplace. * This may include distribution of Impact investing programs, small account solutions, tax sensitive investing program, etc. * Help distribute PMC and other investment solutions to the marketplace. * Maintain up-to-date knowledge of industry trends, emerging technologies, competitors, and strategic relationships/partnerships. * Assist advisors on custom case design. * Where appropriate, educate, mentor, and share knowledge with the organization's management, internal staff, partners, customers, and prospects with regard to the company's RIA strategy, opportunities, and challenges. * Collaborate with key stakeholders across Tamarac and Envestnet to develop, inform, and ensure buy-in of proposed solutions. * Participate in industry events and conferences. * Help to define and maintain quarterly and annual sales goals. * 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, CFA Level 2 candidates preferred. * 1 - 3 years of experience in the financial services industry with at least 1 years in client contact capacity * Commitment to provide positive client experience and reinforce PMC's image as a financial services provider * Possess ability to position to advisors a complex and diverse set of investment products * Highly organized with a strong attention to detail * Effective and concise communicator, both verbal and written * Possess ability to prioritize and maintain multiple client requests * Make decisions and implement solutions based on a thorough understanding of the capital markets, the platforms' products and investment processes. 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 Salary: The annual base salary range for this position is $60,000 to $80,000. This position is eligible for a variable pay based on a sales incentive plan. Envestnet is an Equal Opportunity Employer. #LI-RT1 Share: Apply Now

Priority Level: HIGH - 2 candidates currently of interest Openings: Multiple positions available Programs: ICECAT (2), Studies (1), Ops Sentinel (2) Clearance Requirements ICECAT & Studies: TS w/SCI Eligibility or higher Ops Sentinel: TS/SCI w/CI Poly (Required) Scattered Castles Status: Must read "SCI Eligibility" Program-Specific Details ICECAT (2 Openings) Location: Fairfax, VA Level: Mid or Senior Candidates Clearance: TS w/SCI Eligibility or higher Studies (1 Opening) Location: Fairfax, VA or Denver, CO Level: Senior Candidates Clearance: TS w/SCI Eligibility or higher Ops Sentinel (2 Openings) Location: Fairfax, VA or Denver, CO Level: Mid or Senior Candidates Clearance: TS/SCI w/CI Poly (Required) Travel: Quarterly (CONUS & OCONUS) Denver Note: Candidate would eventually site at customer location in Aurora, CO Required Skills & Qualifications Security+ CE Certification: Required Enterprise Linux Administration: Extensive experience required Scripting: Any Linux language (Critical for expensive candidates) Server Management: Ability to build/maintain/administer servers Networking: Switching, subnets, VLANs, storage, etc. Preferred/Senior-Level Skills Containerization: Docker/Kubernetes/Cloud (Essential for senior roles) Cloud Platforms: AWS, Azure, or GCP experience Automation: Infrastructure as Code, Configuration Management Experience Requirements Mid-Level: 3-7 years relevant experience Senior-Level: 7+ years relevant experience Strong enterprise Linux background mandatory Benefits Benefits: 25% 401K + 25% IBA + 8 weeks PTO + 100% tuition reimbursement Key Submission Requirements Must confirm polygraph acceptance (Ops Sentinel) Travel requirements acknowledgment (Ops Sentinel) Strong scripting examples/experience required Enterprise-level Linux administration experience mandatory

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports To: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive. DUTIES and RESPONSIBILITIES: Leadership: Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area Leverages the resources of the Firm to achieve the highest level of success Plays a key role in leading Market's efforts of sales and growth Team Building: Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach Plays a key role in growing the Market through hiring, lateral recruiting and training Product/Business Knowledge: Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient Has the ability to effectively apply product/business knowledge to recruiting efforts Accountability: Plays a leading role in the Market's financial and sales performance, including expense management Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices Assists in the creation and administration of an Annual Supervisory Plan for the Market Contributes to establishing a core compliance model in offices under supervision Sales/Marketing: Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS: Education and/or Experience: At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience Bachelor's Degree required Licenses and Registrations: Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only) Other licenses as required for role or by management Skills: Effective written and verbal communication skills Ability to think critically Ability to manage a team Strong attention to detail Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed Ability to own projects at a Market level Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: Dual reporting into the Market Executive and the Regional Chief Operating Officer All candidates should verify that they meet the minimum eligibility requirements prior to applying. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

REQUIRED SKILLS • Demonstrated experience in cyber security, InfoSec, security engineering, or network engineering. • Demonstrated experience with vulnerability scanning tools. • Demonstrated experience analyzing and documenting test results. • Demonstrated experience assessing systems against information assurance policies and regulations. • Demonstrated experience communicating complex technical concepts to both technical and non-technical audiences. • Demonstrated experience coordinating and performing security testing. • Demonstrated experience developing risk assessment and certification reports. • Demonstrated experience leading security accreditation efforts for enterprise systems. • Demonstrated experience recommending mitigating countermeasures to identified threats, vulnerabilities, or shoflfalls. • Demonstrated experience with Linux operating system. • Demonstrated experience writing and reviewing documents such as requirements specifications, system architecture, design documents, test plans, or security plans. • Demonstrated experience decomposing functional requirements into technical requirements. Demonstrated experience analyzing existing systems and identifying necessary corrective actions and improvements. • Demonstrated experience preparing program documentation such as CONOPS, SSP, and preparing materials to support system accreditation. DESIRED SKILLS • Demonstrated experience with creating and maintaining integrated master schedules. • Demonstrated experience with offensive security practices. • Demonstrated experience explaining protocols, technical procedures and processes clearly and accurately to both technical and non-technical audiences.

Loading job Back to Search Results Previous Opportunity Next Opportunity Wealth Sales Consultant Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Wealth Sales Consultant to join our Sales department. 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 ****************** Job Summary: The Wealth Solutions Consultant plays a key role in driving adoption and growth of Envestnet's Financial Wellness and Managed Account solutions through proactive inside sales engagement. This role focuses on converting leads and prospects into platform users, nurturing advisor relationships virtually, and providing high-quality sales support to accelerate revenue and account growth. The ideal candidate thrives in a fast-paced, sales-driven environment, managing inbound and outbound activity to generate opportunities and deepen advisor engagement. Job Responsibilities: * Lead Generation & Conversion - Qualify, engage, and convert advisors to platform users through outbound calls, digital outreach, and follow-ups on marketing campaigns. * Sales Support & Enablement - Provide consultative product guidance to advisors under $50M AUM, assisting with account setup, onboarding, and expansion of Envestnet programs (PMC, FSP, SMA, UMA, and Exchange). * Virtual Advisor Engagement - Deliver one-on-one and group web-based product demos, education sessions, and platform training to drive adoption of Financial Wellness Solutions. * Pipeline Management - Maintain an active sales pipeline through Salesforce, documenting all outreach, opportunity progression, and conversion outcomes. * Cross-Team Collaboration - Partner with Regional Directors & Regional Consultants to support field sales efforts and ensure seamless follow-up on qualified leads and campaign activity. * Campaign Execution - Execute outbound calling initiatives, targeted advisor campaigns, and follow-up sequences to drive engagement across assigned territories. * Marketing Alignment - Coordinate with Marketing on campaign messaging, advisor communications, and event follow-up to ensure consistency and strong conversion outcomes. * Service Liaison - Serve as the primary contact for inbound advisor inquiries via hotline and email, routing complex service issues to the appropriate internal teams. * Sales Tools & Reporting - Leverage Salesforce, CRM dashboards, and reporting tools to track activity, measure success, and support sales forecasting. * Compliance & Process Adherence - Ensure all outreach and advisor interactions align with Envestnet's compliance, risk, and operational standards. * 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 * 3-5 years of experience in inside sales, sales support, or advisor engagement within financial services, asset management, or fintech * Strong understanding of fee-based advisory, managed accounts, or financial wellness solutions * Excellent communication, presentation, and consultative selling skills via phone and WebEx * High degree of responsiveness, organization, and CRM proficiency (Salesforce preferred) * Comfort with sales metrics, campaign management, and pipeline reporting. Preferred Qualifications: * Experience supporting external wholesalers or regional sales teams * Familiarity with RIA, IBD, or enterprise advisory distribution channels * Exposure to insurance, lending, and retirement product integration 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 Salary: The annual base salary range for this position is $68,000 to $91,000. This position is eligible for a variable pay based on a sales incentive plan. Envestnet is an Equal Opportunity Employer. #LI-RT1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Loading job Back to Search Results Previous Opportunity Next Opportunity Data Integration Director Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Data Integration Director to join our Finance department. 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 ****************** Job Summary: As Data Integrations Director at Envestnet, you will serve as a technical and strategic leader, driving the design, development, and optimization of enterprise data integration solutions. You will oversee complex data engineering initiatives, mentor a team of data engineers, and collaborate with cross-functional stakeholders to ensure seamless, secure, and high-quality data flows supporting financial systems and advanced analytics. This role demands deep technical expertise, leadership acumen, and a forward-thinking approach to data architecture in the financial services industry. Job Responsibilities: * Data Integration Development: Design, build, and maintain robust data integration pipelines and ELT/ETL processes to connect disparate systems, including internal financial platforms, third-party applications, and client data sources. * Solution Architecture: Architect scalable, high-performance data solutions, integrating financial platforms, third-party applications, and client data sources. * System Connectivity: Implement and optimize APIs, webhooks, and other integration methods to ensure real-time and batch data flows between Envestnet's systems and external partners. * Data Quality & Governance: Establish and enforce best practices for data validation, cleansing, and compliance with Envestnet's governance standards and regulatory requirements (GDPR, CCPA, SEC). * Cross-Functional Collaboration: Partner with data scientists, analysts, business stakeholders, and technology teams to translate business needs into technical solutions that support analytics, reporting, and operational processes. * Performance Optimization: Lead efforts to monitor and optimize integration workflows for performance, scalability, and reliability, minimizing latency and ensuring high availability. * Troubleshooting & Support: Provide expert guidance and escalation support for complex data integration issues, providing timely support to internal teams and external partners to maintain operational continuity. * Documentation: Create and maintain detailed documentation for integration processes, data mappings, and system configurations to support team collaboration and compliance audits. * Compliance & Security: Ensure all data integrations adhere to industry regulations (e.g., GDPR, CCPA, SEC requirements) and Envestnet's security protocols to protect sensitive financial data. * Innovation & Technology Adoption: Evaluate and implement emerging data integration technologies and tools, driving continuous improvement in Envestnet's data ecosystem. * 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: * 10+ years of experience in data integration, ETL development, or a related role, preferably in financial services or wealth management. * Advanced proficiency with integration platforms (e.g., Workato, Zapier, MuleSoft, Tray.ai, Apache NiFi) and cloud-based data solutions (e.g., AWS, Oracle, Snowflake). * Expertise in programming languages such as Python, Java, and SQL for building and optimizing data pipelines. * Experience with API development and management (REST, SOAP) and data formats (JSON, XML, CSV). * Deep knowledge of database systems (e.g., Snowflake, Oracle, SQL Server, PostgreSQL, MongoDB) and data warehousing concepts. * Knowledge of cloud integration tools and services (e.g., AWS Glue, BigQuery, Domo, Azure Data Factory). * Strong analytical skills with the ability to troubleshoot complex integration issues and implement effective solutions. * Ability to collaborate with technical and non-technical stakeholders, translating business needs into technical requirements. Preferred Qualifications: * Master's degree * Certifications in data integration, cloud platforms, or related areas (e.g., Oracle Analytics Cloud Professional, AWS Certified Data Analytics). * A demonstrated understanding of financial services data-including client portfolios, transactions, and market information 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 Salary: The annual base salary range for this position is $115,000 to $144,000. Envestnet is an Equal Opportunity Employer. #LI-LM1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Software Developer UUE Job Description We are seeking a talented and experienced Full Stack Developer to join our dynamic team. The successful candidate will work on-site in an Agile environment and will be responsible for the design, development, testing, and integration of custom software solutions. The role requires experience with modern JavaScript frameworks, microservice-based architectures, AWS, and databases. Key Responsibilities Design, develop, and test custom software solutions across multiple system components and applications Create implementation or integration approach for applications and components Translate system requirements into design specifications Provide primary support for testing and installation of application releases into production Peer review code Participate in regression and 508 compliance testing Collaborate with cross-functional teams Leverage AWS for cloud-based development Manage data using SQL and NoSQL databases Required Skills Proficiency in modern JavaScript frameworks Experience with microservice architecture Experience developing in cloud platforms Experience with SQL and NoSQL databases Experience with RESTful APIs Desired Skills Proficient in React, TypeScript, and React Query Proficient in Python Experience with AWS including Lambda Functions and DynamoDB Experience with 508 compliance Familiarity with DevOps practices Familiarity with Business Process Models such as Camunda, Flowable, N8n-io Agile experience

Loading job Back to Search Results Previous Opportunity Next Opportunity Regional Sales Director Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Regional Sales Director to join our Sales department. 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 ****************** Job Summary: The Regional Director is a senior member of the Advisor Sales distribution team, responsible for building, leading, and expanding relationships with financial advisors. This role drives adoption and sales of Envestnet's Managed Accounts platform and related solutions while serving as a consultative partner to advisors. As a generalist with deep technical and product expertise, the Regional Director works directly in the field, collaborating closely with Senior Account Executives to execute territory strategy, advanced strategic priorities, and deliver measurable growth. Job Responsibilities: * Own and execute a comprehensive plan to accelerate Managed Account sales and adoption. * Manage a defined portfolio of high-potential advisors with accountability for overall growth and revenue. * Drive both new advisor acquisition and expansion of existing relationships. * Act as a generalist seller with strong product knowledge and ability to deliver practice-management guidance. * Partner closely with Senior Account Executives to implement advance strategic priorities and drive managed account adoption within advisor practices. * Partner with asset management distribution teams to expand outsourced solutions and guide advisors through practice transitions. * Collaborate with sales team members, marketing, and training to identify leads, develop materials, and follow up on events and campaigns. * Lead conversations on PMC investment solutions and Envestnet Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and PMC strategist offerings. * Introduce value-added practice management programs, leveraging third-party providers, asset managers, and Envestnet-hosted events. * Maintain disciplined pipeline management, documenting activities and progress in CRM. * Lead structured outreach, meetings, and events to advance opportunities and achieve annual objectives. * Stay ahead of industry trends, competitors, and emerging technologies; provide insights to internal stakeholders to strengthen distribution strategy. * Work cross-functionally to validate, develop, and gain adoption of solutions that support advisor and enterprise growth. * Represent Envestnet at industry events, conferences, and client meetings; maintain detailed records of engagement activity. * Adapt focus areas and sales motions as business priorities evolve. * Adhere to all legal, compliance, risk, and administrative policies. * 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: * 10+ years of experience in financial services, advisory platforms, or asset management sales. * Proven track record managing territories and consistently meeting or exceeding sales goals. * Deep understanding of the advisory business model, portfolio construction, and financial planning process. * Strong leadership presence with exceptional communication and relationship-building skills. * Strategic and agile problem solver with the ability to create win-win outcomes. * Ability to travel 50-75% of the time. 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 Salary: The annual base salary range for this position is $105,000 to $140,000. This position is eligible for a variable pay based on a sales incentive plan. Envestnet is an Equal Opportunity Employer. #LI-RT1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

Program: ICECAT Current Interest: 0 candidates - immediate need Clearance Requirements Required: TS/SCI SCI Eligibility: Must be obtainable before start Scattered Castles Status: Must read "SCI Eligibility" Education & Experience Required: BS in technical discipline Preferred: CS/CE/EE background Experience: 10+ years of relevant Oracle DBA experience Level: Senior-level candidate required Core Technical Requirements Oracle Database Technologies Oracle 19c: Current production version experience required RAC (Real Application Clusters): High availability clustering Clusterware: Oracle Grid Infrastructure management ASM (Automatic Storage Management): Installation, configuration, administration Backup & Recovery RMAN: Oracle Recovery Manager expertise Backup Strategies: Full, incremental, and archival backup strategies Disaster Recovery: Database recovery and failover procedures Performance Tuning: Database optimization and troubleshooting Enterprise Oracle Tools Oracle 13c Cloud Control: Enterprise management and monitoring Oracle Data Guard: Standby database management and failover Performance Monitoring: Proactive

Responsibilities: Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios. Advise managers how to apply a wide variety of existing procedures and precedents. Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. Edit document in line with organizational style guidelines and prepare information for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature. Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed. Explore issues or needs, establishing potential causes and barriers, as well as related issues. May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships. Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives. Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to uncover clients' explicit needs and/or unforeseen opportunities and challenges. Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance. Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers.

Priority Level: HIGH - Zero candidates currently of interest Openings: 2 positions Program: ICECAT Clearance Requirements Required: TS or higher SCI Eligibility: Must be obtainable before start Scattered Castles Status: Must read "SCI Eligibility" Education & Experience Degree: Highly preferred (not strictly required) Level: Mid to Senior level candidates Experience: 3+ years for mid-level, 7+ years for senior Core Technical Requirements Cloud Platforms AWS Expertise: Building/maintaining cloud native environments AWS Services: Creating/building EC2, VPC, and other core services Cloud Architecture: Designing scalable cloud solutions Operating Systems & Scripting Linux: Strong administration and troubleshooting skills Scripting: Proficiency in any Linux scripting languages (Python, Bash, etc.) Automation: Infrastructure automation and orchestration Container Technologies Kubernetes: High preference and critical skill Docker: Container management and orchestration Container Security: Understanding of container security best practices Preferred Qualifications Multi-Cloud Experience: AWS, Azure, GCP Infrastructure as Code: Terraform, CloudFormation, Ansible CI/CD Integration: Jenkins, GitLab CI, AWS CodePipeline Monitoring: CloudWatch, Prometheus, Grafana Security: Cloud security frameworks and compliance Key Responsibilities Design and implement cloud-native architectures Automate infrastructure provisioning and management Optimize cloud costs and performance Ensure security and compliance in cloud environments Collaborate with development teams on cloud solutions Compensation Benefits Package: 25% 401K + 25% IBA + 8 weeks PTO + 100% tuition reimbursement Critical Notes High Demand: Zero current candidates - immediate sourcing priority Kubernetes: Non-negotiable for senior positions AWS Focus: Primary cloud platform, other clouds are plus Clearance: Must be able to obtain SCI before starting