Portfolio Services Associate

Envestnet; Devon (PA); Hybrid; USD 49,000 - 61,000; Full time

Benefits offered by this job

Medical insurance

Paid time off (PTO)

401k company match

Education reimbursement

Parental leave

Mental health & wellness support

Job summary

Envestnet Berwyn, PA-based role within the Portfolio Administration Services team supports day-to-day monitoring and administration of client accounts on Envestnet’s trading and account management platform. The role emphasizes accuracy, timely trade execution, and adherence to established guidelines to deliver a best‑in‑class experience for investment advisors.

The candidate should bring a bachelor’s degree or equivalent, strong financial markets knowledge, and proficiency with MS Word, Excel,

Qualifications

• Able to work in a high-stress environment with focus on accuracy and outcomes.
• Maintain an analytical approach to improve processes and procedures.
• Excellent written and verbal communication with internal and external parties.
• Strong knowledge of financial markets including equities, fixed income, mutual funds, and ETFs.
• Proficient in Microsoft Word, Excel, and PowerPoint.

Responsibilities

• Execute trade instructions and review transactions against established guidelines.
• Collaborate with team to achieve shared goals and resolve process deviations.
• Participate with business and technical analysts to test process and technology improvements.
• Adhere to Envestnet policies, compliance, risk, and training requirements.
• Support corporate practices and internal controls to minimize risk.

Skills

Trading activities

Team collaboration

Process improvements

Communication

Financial markets knowledge

MS Word, Excel, PowerPoint

Education

Bachelor’s degree or equivalent work experience

Tools

Envestnet Platform

Job description

Description

Job Location

The primary work location for this role is the Berwyn, PA office with a hybrid work model.

About Envestnet

Envestnet is an adaptiveWealthTechcompany that isredefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.Backed byover25 years of experience and approximately$7.0 trillionin platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visitwww.envestnet.com.

The Team You’ll Join

You’ll join the Portfolio Administration Services team within Trade Services, supporting the day-to-day monitoring and administration of client accounts on Envestnet’s trading and account management platform. This team works in a collaborative, fast-paced environment to execute and review trading activities, support process and technology improvements, and help deliver a best-in-class experience for investment advisors.

How You’ll Contribute

Portfolio Administration Services is seeking a candidate that is willing to grow and cultivate skills in the Fintech industry. A successful candidate will play a crucial role in the day-to-day monitoring and administration of client accounts utilizing Envestnet’s trading and account management platform. This individual should be committed to providing a “best in class” experience to our investment advisors.

• Performing a myriad of trading activities based upon established managed account guidelines of managed accounts on the Envestnet Platform. Execute trade instructions, review recommended transactions based on established guidelines, and consolidate and execute transactions across accounts for execution and allocation.


• Work in a team environment through collaborating with others in achieving shared goals. High energy environment with passionate team members working towards resolving problems and using standard procedures to correct and/or prevent deviations in processes and workflows.


• 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.

What You’ll Need to Bring

• An individual who can work in a high stress environment while focusing on the greater good.


• Strong attention to detail with an adaptable approach in order to achieve multiple objectives.


• Maintain an analytical approach by creating ideas to improve required process’ into a manageable procedure.


• Ability to communicate effectively with internal/external parties.


• Knowledge of financial markets, equities, fixed income, mutual funds, and ETFS.


• Proficient in Microsoft Word, Excel, and PowerPoint.

Nice-to-Haves

• Bachelor’s degree or equivalent work experience preferred.


• Knowledge of Envestnet’s account management processes, procedures, and systems.

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands‑on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investment in You

This role offers a base salary range of 48,500 - $60,600. The range listed represents a good‑faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package. We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply. We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.