Envestnet | D&A is seeking a talented and passionate leader to join the Solutions Consulting team within the Consulting and Delivery team. This team is responsible for facilitating sales to new and existing clients at scale through serving as an SME on all D&A products while reducing dependencies on internal teams. Additionally, this team has the ability to understanding

The Client Partnership Director will become the trusted advisor with clients and prospects on existing Envestnet Yodlee solutions to deliver growth, ongoing client satisfaction and success of each assigned Envestnet Yodlee client. The candidate must understand complex software sales and consultative selling. The candidate must be capable of managing complex sales processe

Performs multifaceted accounting and related functions in such areas as billing, contract review, monthly and quarterly close schedules, and preparations of journal entries associated with revenue, deferred revenue, and A/R. Job Responsibilities Interpreting customer contracts to drive the calculating, preparing, maintaining, and reconciling accurate and timely customer i

The Tamarac Trading team is looking for a Client Service Associate to provide technical support for the Tamarac Trading product. This position is essential to ensuring the highest level of customer satisfaction through providing a high level of technical support and training on our products, differentiated by their consultative approach and strong sense of client advocacy

The Tamarac Reporting team is looking for a Client Service Associate to provide technical support for the Tamarac Reporting product. This position is essential to ensuring the highest level of customer satisfaction through providing a high level of technical support and training on our products, differentiated by their consultative approach and strong sense of client advo

We are seeking an experienced Senior Workday Analyst to provide production support for Envestnet's HR, Benefits, and Payroll applications. This role will serve as the Workday expert and point of contact for our users. Job Responsibilities Must have Workday experience to be considered. Provide support for Workday HRIS application, including researching and resolving comple

The Client Success Specialist is responsible for engaging, retaining, and driving our customer renewals with usage of Envestnet | MoneyGuide product offerings. The Client Success Specialist completes the post sales lifecycle for all IFA accounts serving as the advocate for each customer. You will work collaboratively with technology, analytics, service, and other MoneyGui

As a MoneyGuide Client Service Team Member, you will be the front line support for our users. You will be expected to address financial and technical questions for a complex software package. We are looking for independent go getters who can maintain an upbeat attitude and always have an eye on improvement. Job Responsibilities Creating and delivering advanced planning te

The Workplace Solutions Sales Consultant acts as a partner supporting Envestnet's Fiduciary Sales efforts. Sales Consultant employees are responsible for assisting the Sales teams with account review, onboarding, making outbound sales calls, and fielding inbound sales inquiries. Job Responsibilities Thoroughly learn, understand, and present all Envestnet fiduciary product

The Sales Operations, Business & Performance Analytics Director will be responsible for two key areas Sales Incentives and Sales Performance Management. This includes the creation, maintenance, and monitoring of sales incentive plans, providing regular updates to leadership, identifying, and addressing anomalies, running quarterly incentive commissions, and facilitating a

MoneyGuide, Inc. is the developer of MoneyGuidePro financial planning software. As an industry leader in innovation, we believe in providing advisors software that is smart, easy and adaptable to create friendly and meaningful goal based financial plans for their clients. MoneyGuidePro is used by thousands of financial service professionals from small size planning firms

The Regional Sales Managerwill be responsible for developing relationships and new business opportunities for Envestnet Data & Analytics Research business across the Ad Tech & Programmatic Advertising sector. The Sales Manager is an Individual Contributor and will help drive sales of Envestnet Data & Analytics products into the Ad Tech target segment. Successful candidate