Qureos Mentor

Envestnet

<div>Description
Envestnet is seeking a Director, Procure to Pay to join our Finance department. 
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions &ndash; 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&rsquo;s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet&rsquo;s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 
Envestnet&rsquo;s Strategy: 
<ul><li>
Deliver the industry-leading wealth management platform, powered by advanced data and insights 
</li><li>
Leverage our scale and efficiencies to serve our clients&rsquo; needs comprehensively 
</li><li>
Enable financial advisors to deliver more holistic advice &ndash; reflecting a more complete view of their clients&rsquo; financial lives, and in a more connected environment</li></ul> 
For more information, please visit www.envestnet.com. 
Job Summary: 
Envestnet is creating a dedicated Procure to Pay function within Financial Systems for the first time. As Director of Procure to Pay, you will own the transformation of our accounts payable and vendor management processes &mdash; from a current state of 2-week vendor onboarding and manual AP accruals to an automated, intelligence-driven operation. This is a strategic leadership role, not an operational one: you will design the automation roadmap, build spend analytics capabilities, and partner with Procurement and Finance leadership to drive measurable improvements. You report directly to the Head of Financial Systems. 
Your Team 
You will start with a focused team and expand in Phase 2 as the function matures: 
<ul><li>
Payables Operations Manager (US) &mdash; day-to-day AP operations, approval workflows, accrual monitoring, vendor maintenance. 
</li><li>
Spend Analytics Specialist (Phase 2) &mdash; procurement insights, spend intelligence, vendor scorecards.</li></ul> 
Job Responsibilities: 
<ul><li>
Design and execute the AP automation strategy &mdash; RPA and Workato-driven workflows for invoice-to-accrual processing. 
</li><li>
Transform vendor onboarding from 2-week manual process to 3-5 day automated workflow. 
</li><li>
Build spend analytics and procurement intelligence capabilities (dashboards, category analysis, vendor scorecards). 
</li><li>
Establish vendor master data governance, enrichment, and quality standards. 
</li><li>
Own AP accrual controls, month-end accuracy, and audit readiness. 
</li><li>
Evaluate and recommend AP automation tools (Coupa, Bill.com, or equivalent). 
</li><li>
Partner strategically with Procurement and Finance leadership on spend intelligence and supplier strategy. 
</li><li>
Manage a Payables Operations Manager who handles day-to-day AP workflows and vendor maintenance. 
</li><li>
Drive continuous improvement in payment timeliness, accuracy, and compliance.</li></ul> 
What You'll Build 
Year 1: 
<ul><li>
Redesign vendor onboarding to 3-5 day automated workflow (from current 2-week process). 
</li><li>
Define and implement AP accrual automation workflow. 
</li><li>
Launch spend analytics dashboard with full category visibility. 
</li><li>
Establish vendor master data governance framework.</li></ul> 
Year 2+: 
<ul><li>
Achieve 95%+ invoice-to-accrual automation rate. 
</li><li>
Reduce vendor onboarding to under 1 day. 
</li><li>
Deliver spend insights that actively inform procurement strategy. 
</li><li>
Achieve 95%+ on-time payment SLA compliance.</li></ul> 
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 &amp; awareness, affirmations and testing is 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: 
<ul><li>
8+ years of experience in accounts payable, procurement transformation, or P2P process design. 
</li><li>
Proven experience designing and implementing AP automation programs. 
</li><li>
Strong understanding of vendor management, spend analytics, and procurement operations. 
</li><li>
Experience with ERP AP modules (Oracle Fusion, SAP, or equivalent). 
</li><li>
Automation-first mindset &mdash; comfortable with RPA, workflow tools, and process redesign. 
</li><li>
Excellent stakeholder management and ability to partner with Finance and Procurement leadership. 
</li><li>
Experience managing operational staff while maintaining strategic focus.</li></ul> 
Preferred Qualifications: 
<ul><li>
Experience evaluating or implementing AP automation platforms (Coupa, Bill.com, Tipalti). 
</li><li>
Background in finance transformation, Big 4 consulting, or shared services optimization. 
</li><li>
Experience with iPaaS platforms (Workato, MuleSoft) for AP workflow automation. 
</li><li>
Financial services or wealth management industry experience. 
</li><li>
Familiarity with SOX compliance and internal controls for AP processes.</li></ul> 
Envestnet: 
<ul><li>
Be a member of an innovative and industry leading financial technology and solutions company 
</li><li>
Competitive Compensation/Total Reward Packages that include: 
<ul><li>
Health Benefits (Health/Dental/Vision) 
</li><li>
Paid Time Off (PTO) &amp; Volunteer Time Off (VTO) 
</li><li>
401K &ndash; Company Match 
</li><li>
Annual Bonus Incentives 
</li><li>
Parental Stipend 
</li><li>
Tuition Reimbursement 
</li><li>
Student Debt Program 
</li><li>
Charitable Match 
</li><li>
Wellness Program</li></ul></li></ul> 
Salary: 
The annual base salary range for this position is $151,000 to $189,000. 
Envestnet is an Equal Opportunity Employer. 
#LI-MD1</div>

Director, Procure to Pay

<div>Description
Envestnet is seeking a Technical Consultant &ndash; Tamarac Trading 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. 
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions &ndash; 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&rsquo;s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet&rsquo;s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 
Envestnet&rsquo;s Strategy: 
<ul><li>
Deliver the industry-leading wealth management platform, powered by advanced data and insights 
</li><li>
Leverage our scale and efficiencies to serve our clients&rsquo; needs comprehensively 
</li><li>
Enable financial advisors to deliver more holistic advice &ndash; reflecting a more complete view of their clients&rsquo; financial lives, and in a more connected environment</li></ul> 
For more information, please visit www.envestnet.com. 
Job Summary: 
The Technical Consultant is responsible for the training and onboarding of firms onto the Tamarac Trading 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. 
Job Responsibilities: 
<ul><li>
Partner with team members, Project Management, and Account Management to ensure successful completion of projects. 
</li><li>
Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope. 
</li><li>
Active role in educating new and current team members. 
</li><li>
Work with Education Team to devise training for release cycles. 
</li><li>
Establish client specific workflows to assist firm in efficiently onboarding Tamarac Trading. 
</li><li>
Collaborate with team members to meet or exceed client expectations. 
</li><li>
Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process. 
</li><li>
Submit articles for knowledge base and ideas for process/product improvements. 
</li><li>
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 &amp; awareness, affirmations and testing as requested. 
</li><li>
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.</li></ul> 
Required Qualifications: 
<ul><li>
Bachelor&rsquo;s degree required in Finance, Economics, Information Systems, Computer Science, Business Analytics or a closely related field 
</li><li>
4 + years of experience in a financial services atmosphere, preferably in the registered investment advisory space 
</li><li>
Working knowledge of Microsoft Office products required 
</li><li>
Comfortable working with data validation, systems configurations and step-by-step workflows 
</li><li>
Ability to follow structured processes while identifying inconsistencies or issues 
</li><li>
Strong attention to detail and documentation skills 
</li><li>
Some travel may be required, up to 30%</li></ul> 
Preferred Qualifications: 
<ul><li>
Proficiency in Tamarac Trading preferred 
</li><li>
Experience trading via FIX preferred 
</li><li>
Ability to learn and navigate complex software platforms 
</li><li>
Introductory exposure to trading platforms or order management systems, SQL, APIs, or system integrations</li></ul> 
Envestnet: 
<ul><li>
Be a member of an innovative and industry leading financial technology and solutions company 
</li><li>
Competitive Compensation/Total Reward Packages that include: 
<ul><li>
Health Benefits (Health/Dental/Vision) 
</li><li>
Paid Time Off (PTO) &amp; Volunteer Time Off (VTO) 
</li><li>
401K &ndash; Company Match 
</li><li>
Annual Bonus Incentives 
</li><li>
Parental Stipend 
</li><li>
Tuition Reimbursement 
</li><li>
Student Debt Program 
</li><li>
Charitable Match 
</li><li>
Wellness Program</li></ul></li></ul> 
Envestnet is an Equal Opportunity Employer. 
Internal Details: 
<ul><li>
Hiring Manager: Reed Roy-Byrne 
</li><li>
Recruiter: Lauren Mazza 
</li><li>
Level: 62</li></ul></div>

Technical Consultant - Tamarac Trading

<div>Description
Envestnet is seeking a Strategic Relationship Management Principal Director &ndash; RIA Segment to join our Sales department. 
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions &ndash; 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&rsquo;s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet&rsquo;s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 
Envestnet&rsquo;s Strategy: 
<ul><li>
Deliver the industry-leading wealth management platform, powered by advanced data and insights 
</li><li>
Leverage our scale and efficiencies to serve our clients&rsquo; needs comprehensively 
</li><li>
Enable financial advisors to deliver more holistic advice &ndash; reflecting a more complete view of their clients&rsquo; financial lives, and in a more connected environment</li></ul> 
For more information, please visit www.envestnet.com. 
Job Summary: 
The Strategic Relationship Management Principal Director &ndash; RIA Segment will focus on deepening and expanding relationships with key Registered Investment Advisor (RIA) client firms. This role requires firsthand experience working within RIAs or deep knowledge of how independent advisory firms operate, scale, and make executive‑level decisions. Acting as a trusted advisor to senior leadership, you will help RIAs grow their businesses by aligning their strategic priorities, operating models, and investment programs with the full power of Envestnet&rsquo;s ecosystem.
RIA Segment Focus:
This role is dedicated to Envestnet&rsquo;s RIA client segment and requires a deep understanding of the independent RIA business model, including firm economics, growth strategies, governance structures, investment workflows, technology decisioning, and the operational realities faced by RIA executive teams. 
Job Responsibilities: 
<ul><li>
Strategically engage with RIA executive and Home Office leadership to drive holistic account management with end‑to‑end revenue ownership, informed by a strong understanding of RIA operating models, economics, and executive priorities. 
</li><li>
Partner closely with Envestnet RIA Distribution team to execute a collaborative go-to-market (GTM) strategy that systematically drives key sales plays. 
</li><li>
Partner closely with Envestnet Account Management team, where applicable, in the overall management of RIA client firm relationships across the Envestnet ecosystem. 
</li><li>
Act as the primary RIA relationship leader, partnering with Envestnet internal teams, RIA leadership, and premier partners to align incentives, pricing, and sales enablement strategies that drive managed account adoption and flows. 
</li><li>
Serve as the central connection point between RIA leadership, and Envestnet specialists and RIA Distribution team, leveraging advisor data to coordinate execution, unlock cross‑sell opportunities, and convert advisor engagement into managed account flows. 
</li><li>
Cultivate and nurture trusted advisory relationships with RIA senior executives, including founders, CEOs, CIOs, COOs, and Heads of Wealth Management, grounded in credibility earned through direct RIA experience or deep RIA industry expertise. 
</li><li>
Translate RIA executive priorities, such as growth, operating margin management, advisor productivity, investment outcomes, and scalability, into actionable platform, product, and partnership strategies. 
</li><li>
Apply deep knowledge of RIA governance, investment committees, and buying processes to influence consensus‑based decision making and long‑term strategic adoption. 
</li><li>
Facilitate 8&ndash;12 client meetings each quarter (leadership sessions, due diligence reviews, QBRs) with clear, actionable outcomes and measurable results. 
</li><li>
Partner with subject matter experts to deliver insights on market outlooks, industry trends, business strategies, and product solutions. 
</li><li>
Leverage Salesforce to manage relationship data, opportunity pipelines, and go-to-market strategies. 
</li><li>
Work with internal legal and executive teams to manage contract renewals, pricing, and compliance. 
</li><li>
Oversee client participation in conferences, including negotiations, outreach, and post-event follow-ups. 
</li><li>
Travel required: 50&ndash;75%. 
</li><li>
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 &amp; awareness, affirmations and testing as requested. 
</li><li>
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.</li></ul> 
Required Qualifications: 
<ul><li>
Bachelor&rsquo;s degree required. 
</li><li>
15+ years of experience in financial services, with at least 15 years in relationship management and strategic sales. 
</li><li>
Proven expertise engaging with independent RIAs and Home Office clients, including direct experience advising or working within RIAs and engaging with C‑suite executives on firm‑level strategy, investment programs, and operating decisions. 
</li><li>
Direct experience working within an RIA, or extensive experience advising RIAs in a strategic, consultative capacity, with demonstrated understanding of RIA business models, economics, fiduciary obligations, and executive decision‑making frameworks. 
</li><li>
Demonstrated success in managing complex client relationships, anticipating issues, and delivering consultative solutions. 
</li><li>
Strong background in financial business analysis or consulting, with a track record of driving growth and adoption. 
</li><li>
Exceptional communication, presentation, and interpersonal skills with the ability to influence at senior levels. 
</li><li>
Strong organizational, multitasking, and project management abilities. 
</li><li>
Familiarity with Envestnet&rsquo;s wealth technology platforms is a plus.</li></ul> 
Desired Qualifications: 
<ul><li>
Former RIA executive, partner, COO, CIO, or senior leader, or comparable experience operating or scaling an independent advisory firm. 
</li><li>
Deep working knowledge of RIA investment management workflows, advisor compensation structures, portfolio construction, managed accounts, technology stack decisioning, and growth strategies. 
</li><li>
Credibility with RIA executive teams derived from lived experience operating within the RIA ecosystem.</li></ul> 
Envestnet: 
<ul><li>
Be a member of an innovative and industry leading financial technology and solutions company 
</li><li>
Competitive Compensation/Total Reward Packages that include: 
<ul><li>
Health Benefits (Health/Dental/Vision) 
</li><li>
Paid Time Off (PTO) &amp; Volunteer Time Off (VTO) 
</li><li>
401K &ndash; Company Match 
</li><li>
Annual Bonus Incentives 
</li><li>
Parental Stipend 
</li><li>
Tuition Reimbursement 
</li><li>
Student Debt Program 
</li><li>
Charitable Match 
</li><li>
Wellness Program</li></ul></li></ul>
Salary:
The annual base salary range for this position is $150,000 to $200,000.
This position is eligible for a variable pay based on a sales incentive plan.
Envestnet is an Equal Opportunity Employer.
#LI-RT1</div>

Strategic Relationship Management Principal Director

Join Envestnet and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Envestnet

About Company

Director, Procure to Pay

Technical Consultant - Tamarac Trading

Technical Consultant - Tamarac Trading

Strategic Relationship Management Principal Director