Overlay Support Specialist

Description Envestnet is seeking an Overlay Support Specialist to join our Operations department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. 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:  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. Job Responsibilities: Conduct a variety of trading activities in accordance with established guidelines for managed accounts on the Envestnet Platform. Responsibilities include: Executing trade instructions Evaluating proposed transactions based on predefined criteria Coordinating transaction execution and allocation across multiple accounts Collaborate within a dynamic team environment to problem-solve and utilize standard procedures to address and prevent process and workflow deviations in order to achieve collective objectives. Participate in discussions with business and technical analysts to define and test enhancements in processes and technology aimed at boosting the efficiency and effectiveness 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. Required Qualifications:  Bachelor's degree in related field or relevant experience required. Ability to think analytically in order to generate ideas for streamlining necessary processes into manageable procedures. 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. 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 Envestnet is an Equal Opportunity Employer. #LI-LM1

Created: 2026-03-10