Portfolio Services Associate at Envestnet | Standout | Standout

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Portfolio Services Associate

Berwyn, Pennsylvania

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Interested?

Let me introduce you to the founders.

Skip the process

Job details

Salary

$48,500 - $60,600

Location

Berwyn, Pennsylvania

Experience

25+ years

Company

NameEnvestnet

IndustryFintech

Team Size2786

StandoutYBacked by Y Combinator · P26

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Funding

Total raised

$4.5B

Last stage

Public

Investors

Bain Capital

BlackRock

Fidelity Investments

Franklin Templeton

State Street Global Advisors

Founders

JB

Judson Bergman

Co-Founder, Chairman & CEO

BC

Bill Crager

Co-Founder & CEO

BT

Brandon Thomas

Co-Founder

What happens next.

No applications, no recruiter spam. Just the intro.

01

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

02

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

03

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.