- Tax Overlay is a customizable solution for investors who want to control or customize the realization of gains in their portfolios or diversify concentrated portfolios in a tax efficient manner.
- Impact Overlay allows clients to combine multiple personal conviction screens (security restrictions based on various social category screens ("SRI") and apply them to a traditional SMA / UMA.
- Overlay support for internal teams for large rebalance activity or sophisticated trading scenarios.
- Executing the Account Management Process – Daily, Weekly, Monthly, and Quarterly Action Items (75%)
- Working with Envestnet's proprietary investment management system, the Tax Trading Support Specialist will identify client accounts for optimization (potential trading), execute trade instructions, review recommended transactions based on established guidelines, and consolidate & execute transactions across accounts for execution and allocation.
- Reviewing Audit Reports and Performing Necessary Follow Up (10%)
- The Tax Trading Support Specialist must ensure that results are consistent across accounts and ensure that accounts are managed within their specific tax settings as defined by the client and their financial advisor (for Tax Overlay accounts), or are managed within the specific security restriction constraints defined by the client and their financial advisor (for Impact Overlay accounts). The Tax Trading Support Specialist will run and review various audit reports and will execute additional follow up action as required based on those reports.
- Working with Overlay Services Specialists / Sales Teams (10%)
- The Tax Trading Support Specialist will work with the Overlay Services Specialists and the Sales team to provide superior service to financial advisors and clients. This typically requires researching and answering account-specific questions that arrive from an advisor or client through the Overlay Services Specialist team or the Sales team.
- Participating in Enhancement Discussions and Testing Changes Designed to Improve the Process (5%)
- The Tax Trading Support Specialist will participate in discussions with business and technical analysts to define and test process and technology improvements expected to improve the effectiveness and efficiency of the investment process.
- 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.
- Bachelor's Degree in related field
- Knowledge of investment management operations and practices with particular emphasis on separately managed accounts including trading and portfolio accounting systems
- Knowledge of financial markets, including equities, fixed income, mutual funds, ETFs, and hedge funds
- Experience working in a fast-paced environment with daily mission-critical deadlines.
- Monitoring output of an automated system and identifying and resolving exceptions
- Knowledge of Envestnet's account management processes, procedures, and systems
- Understanding of multi-factor risk models and optimization
- Understanding of Modern Portfolio Theory
- Experience in the Envestnet operations/trading organization
- Experience with MS Excel
- Be a member of a leading financial services and products innovation 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
- Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.
-
Support Specialist
3 weeks ago
Envestnet | Yodlee Berwyn, United StatesWe are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Asset Manager partners. The primary role of the Manager Services department is to support Envestnet's asset manager partners by facilitating demonstration ...
-
Tax Trading Support Specialist
2 weeks ago
Envestnet Berwyn, United States Full timeDescription · Envestnet is seeking a passionate and talented Tax Trading Support Specialist to join our Trade Services team. This position is expected to report to our Berwyn, PA office. · Envestnet is transforming the way financial advice and wellness are delivered. Our mission ...
-
Office Support Specialist
3 weeks ago
Morton College, IL Cicero, United States Part timeThe Office Support Specialist supports the Adult & Career Technical Education office with the day-to-day operations by maintaining student files, answering current and prospective student's questions, assisting staff as needed, and overall administrative support. The Office Suppo ...
-
Residential Support Specialist
1 week ago
Thresholds Oak Park, United StatesResidential Support Specialists work one-on-one and in groups with clients experiencing mental health challenges. Within the residential setting you will assist the clients as they learn and practice the skills for independent living. During an avera Support Specialist, Residenti ...
-
Family Support Specialist
18 hours ago
New Moms Oak Park, United States Full time**Family Support Specialist - Oak Park** · Family Support: Oak Park Oak Park, Illinois Department **Family Support: Oak Park** Minimum Experience **Mid-level** Compensation **$38,000-$40,000 DOE** This full-time Family Support Specialist is part of the Family Support Team which ...
-
Residential Support Specialist
1 week ago
Thresholds Oak Park, United StatesResidential Support Specialists work one-on-one and in groups with clients experiencing mental health challenges. Within the residential setting you will assist the clients as they learn and practice the skills for independent living. During an average day, you may help residents ...
-
Information Technology Support Specialist
2 weeks ago
Illinois Association Of School Berwyn, United StatesDutiesInstall, configure, maintain, troubleshoot, and analyze hardware including, but not limited to:iPads, MacBooks, iMacs, and Apple TVsPC Desktops and ServersIP Phones, Printers, Projectors, Document Cameras, and A/V equipmentWireless Access Points and Network Devices · Insta ...
-
IT Support Specialist
1 week ago
Collegis Education Oak Brook, United StatesCollegis Education is a marketing and technology education solutions company that offers industry-leading services for colleges and universities of every size in every sector. Using a proactive and data-driven approach, Collegis Education empowers institutions to make a broader i ...
-
Data Support Specialist
4 days ago
Housing Forward Maywood, United StatesJOB SUMMARY: · The Data Support Specialist is responsible for the day-to-day maintenance, troubleshooting, oversight and quality of client-level data stored in the agencys Homeless Management Information System (HMIS). This position will prepare a range of data reports that supp ...
-
Data Support Specialist
1 week ago
Housing Forward Maywood, United StatesJob Description · Job DescriptionJOB SUMMARY: · The Data Support Specialist is responsible for the day-to-day maintenance, troubleshooting, oversight and quality of client-level data stored in the agency's Homeless Management Information System (HMIS). This position will prepare ...
-
Community Support Specialist Residential-PT
2 days ago
Thresholds Oak Park, United StatesAt Thresholds, we believe in meeting people where they're at - in their environment and on their journey to recovery. Community Support Specialists (CSS) provide mental health and substance use treatment support where it makes the most impact - in a Support Specialist, Residentia ...
-
Family Support Specialist Oak Park
18 hours ago
Chicago African Americans in Philanthropy Oak Park, United StatesAbout the Job: · This full-time Family Support Specialist is part of the Family Support Team which uses the Parents as Teachers curriculum, an evidenced based model which provides positive parenting support through comprehensive home-based early childhood services which includes ...
-
IT Support Specialist
3 weeks ago
Zachary Piper Solutions Chicago, United StatesZachary Piper Solutions is seeking a VoIP Specialist · to support our customer (DISA). This position requires you to be on-site at Scott Air Force Base, IL. · The VoIP Specialist will be responsible for installing, configuring, maintaining, and supporting all telephone systems ...
-
IT Support Specialist
18 hours ago
Newlifecenters Chicago, United StatesIf you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. · IT Support Specialist · Full Time · Technical · Chicago, IL, US · 12 days ago · Requisition ID: 1078 · New Life Cente ...
-
Community Support Specialist Residential-PT
3 weeks ago
Thresholds Oak Park, United StatesAt Thresholds, we believe in meeting people where they're at - in their environment and on their journey to recovery. Community Support Specialists (CSS) provide mental health and substance use treatment support where it makes the most impact - in a person's community. · Working ...
-
IT Support Specialist
3 weeks ago
Parallel Partners Chicago, United StatesIT Support Specialist, Chicago, IL · The IT Support Specialist supports and manages, in coordination with the Applications Support Specialist, and with the Company's outsourced managed services provider, all automated systems:accounting, word processing, data and voice communica ...
-
IT Support Specialist
18 hours ago
Flock Freight, Inc. Chicago, United States- IT Support Specialist **IT Support Specialist** · Chicago, IL · **Were growing fast like, speed-of-light fast.** We have 150 new, full-time Flockers and more square feet in Encinitas and Chicago than ever before · **Were taking names.** Find us on the CNBC Disruptor 50, SDCE ...
-
Support Specialist
1 week ago
Marillac Stt Family Services, Inc. Chicago, United StatesJOB TITLE : G.R.O.W Support Specialist STATUS: Full Time · DEPARTMENT : Community Outreach Services HOURS/WEEK : 40 · DIRECT SUPERVISOR : G.R.O.W Program Manger FLSA STATUS: Exempt (3 year Pilot Program) · DIRECTLY SUPERVISES : N/A · Vision · Ending the cycle of poverty · Mission ...
-
IT Support Specialist
2 weeks ago
Czarnowski Chicago, United States** IT Support Specialist** · **Job Category****:** IT Support Specialist **Requisition Number****:** ITSUP001633 Showing 1 location **Job Details** · **Description** · **The Company:** · Czarnowski is a full-service marketing company that produces unforgettable brand experien ...
-
Support Specialist
1 week ago
Marillac Stt Family Services, Inc. Chicago, United StatesJOB TITLE: G.R.O.W Support Specialist STATUS: Full Time · DEPARTMENT: Community Outreach Services HOURS/WEEK: 40 · DIRECT SUPERVISOR: G.R.O.W Program Manger FLSA STATUS: Exempt (3 year Pilot Program) · DIRECTLY SUPERVISES: N/A · Vision · Ending the cycle of poverty · Missio ...
Tax Trading Support Specialist - Berwyn, United States - Envestnet
Description
Description
Envestnet is seeking a passionate and talented Tax Trading Support Specialist to join our Trade Services team. This position is expected to report to our Berwyn, PA office.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary:
The Tax Trading Support Specialist is responsible for day-to-day monitoring and administration of accounts. Overlay Services is comprised of three primary product offerings:
Job Responsibilities:
Required Qualifications:
Preferred Qualifications:
About Us:
Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
#LI-AQ1
