Technical Consultant - Tamarac Reporting

Description

Envestnet is seeking a Technical Consultant – Tamarac Reporting to join our Product department. This is a hybrid role with in‑office work required at either our Raleigh, NC or Berwyn, PA office location.

The Technical Consultant is responsible for the training and onboarding of firms onto the Tamarac Reporting platform, as well as consulting for existing clients in various capacities. A successful applicant will have demonstrated an exceptional level of technical proficiency, determination, curiosity and a commitment to learning. Our team of high performing individuals collaborate with each other and across departments. Technical Consultants are expected to serve as a subject matter expert and train others as needed.

• Partner with team members, Project Management, and Account Management to ensure successful completion of projects.
• Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope.
• Actively educate new and current team members.
• Work with Education Team to devise training for release cycles.
• Establish client specific workflows to assist firms in efficiently onboarding Tamarac Reporting.
• Collaborate with team members to meet or exceed client expectations.
• Work across operations and product support teams to create and maintain consistent best practices, messaging about products and processes.
• Submit articles for knowledge base and ideas for process/product improvements.
• Adhere to and apply 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.
• 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 required in Finance, Economics, Information Systems, Computer Science, Business Analytics or a closely related field.
• 4+ years of experience in a financial services atmosphere, preferably in the registered investment advisory space.
• Working knowledge of Microsoft Office products required.
• Comfortable working with data validation, systems configurations and step‑by‑step workflows.
• Ability to follow structured processes while identifying inconsistencies or issues.
• Strong attention to detail and documentation skills.
• Some travel may be required, up to 30%.

• Proficiency in Tamarac Reporting preferred.
• Ability to learn and navigate complex software platforms.
• Introductory exposure to reporting platforms, SQL, APIs, or system integrations.

• Health Benefits (Health/Dental/Vision)
• Paid Time Off (PTO) & Volunteer Time Off (VTO)
• 401K – Company Match
• Annual Bonus Incentives
• Parental Stipend
• Tuition Reimbursement
• Student Debt Program
• Charitable Match
• Wellness Program

Envestnet is an Equal Opportunity Employer.