Envestnet
Facilities Specialist – MoneyGuide
Envestnet is seeking a Facilities Specialist to join our MoneyGuide department. This is a hybrid role with in‑office work required at our Powhatan, VA office location.
Envestnet transforms the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions. Since 1999, we have served the wealth management industry, supporting trillions in platform assets and over a hundred thousand financial advisors.
Job Summary The Facilities Specialist is responsible for the overall maintenance, safety, and functionality of the company‑owned office building and associated assets, including company vehicles. The role ensures that physical infrastructure and transportation resources support business operations efficiently and professionally.
Job Responsibilities
Manage daily operations of the office building including HVAC, electrical, plumbing, and general maintenance.
Develop and implement preventive maintenance schedules for building systems and infrastructure.
Oversee building access, security systems, and emergency preparedness plans.
Monitor and maintain building automation systems and energy usage.
Maintain company vehicles in safe and operational condition, including scheduling regular maintenance, inspections, and repairs.
Ensure vehicle cleanliness and readiness for client transport.
Track mileage, fuel usage, and maintenance records.
Coordinate insurance, registration, and compliance with local transportation regulations.
Safely transport clients, guests, and executives to and from meetings, events, and other destinations as needed, providing a professional and courteous experience.
Maintain confidentiality and discretion during client transport.
Coordinate schedules and routes to ensure timely arrivals and departures.
Collaborate with HR and department leaders on space allocation and office layout changes.
Manage office moves, furniture procurement, and workspace ergonomics.
Maintain inventory of office supplies, equipment, and furnishings.
Source, negotiate, and manage contracts with service providers (e.g., janitorial, landscaping, security, waste management).
Ensure vendor performance meets contractual obligations and service level expectations.
Coordinate inspections, repairs, and renovations with external contractors.
Adhere to and apply Envestnet legal, compliance, risk, business continuity, and administrative policy within the role and department(s), including timely completion of training, awareness, affirmations, and testing.
Support Envestnet's corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.
Required Qualifications
3+ years of experience in facilities management, preferably in a corporate or commercial setting.
Valid driver’s license with a clean driving record; experience in professional driving or client transport preferred.
Strong knowledge of building systems, maintenance procedures, and safety regulations.
Excellent project management and vendor negotiation skills.
Proficiency in facilities management software and Microsoft Office Suite.
Strong interpersonal and communication skills.
Benefits
Competitive Compensation/Total Reward Packages including:
Health, Dental, Vision benefits
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401(k) – Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program
Equal Opportunity Employer Envestnet is an Equal Opportunity Employer.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Management and Manufacturing
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Envestnet transforms the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions. Since 1999, we have served the wealth management industry, supporting trillions in platform assets and over a hundred thousand financial advisors.
Job Summary The Facilities Specialist is responsible for the overall maintenance, safety, and functionality of the company‑owned office building and associated assets, including company vehicles. The role ensures that physical infrastructure and transportation resources support business operations efficiently and professionally.
Job Responsibilities
Manage daily operations of the office building including HVAC, electrical, plumbing, and general maintenance.
Develop and implement preventive maintenance schedules for building systems and infrastructure.
Oversee building access, security systems, and emergency preparedness plans.
Monitor and maintain building automation systems and energy usage.
Maintain company vehicles in safe and operational condition, including scheduling regular maintenance, inspections, and repairs.
Ensure vehicle cleanliness and readiness for client transport.
Track mileage, fuel usage, and maintenance records.
Coordinate insurance, registration, and compliance with local transportation regulations.
Safely transport clients, guests, and executives to and from meetings, events, and other destinations as needed, providing a professional and courteous experience.
Maintain confidentiality and discretion during client transport.
Coordinate schedules and routes to ensure timely arrivals and departures.
Collaborate with HR and department leaders on space allocation and office layout changes.
Manage office moves, furniture procurement, and workspace ergonomics.
Maintain inventory of office supplies, equipment, and furnishings.
Source, negotiate, and manage contracts with service providers (e.g., janitorial, landscaping, security, waste management).
Ensure vendor performance meets contractual obligations and service level expectations.
Coordinate inspections, repairs, and renovations with external contractors.
Adhere to and apply Envestnet legal, compliance, risk, business continuity, and administrative policy within the role and department(s), including timely completion of training, awareness, affirmations, and testing.
Support Envestnet's corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.
Required Qualifications
3+ years of experience in facilities management, preferably in a corporate or commercial setting.
Valid driver’s license with a clean driving record; experience in professional driving or client transport preferred.
Strong knowledge of building systems, maintenance procedures, and safety regulations.
Excellent project management and vendor negotiation skills.
Proficiency in facilities management software and Microsoft Office Suite.
Strong interpersonal and communication skills.
Benefits
Competitive Compensation/Total Reward Packages including:
Health, Dental, Vision benefits
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401(k) – Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program
Equal Opportunity Employer Envestnet is an Equal Opportunity Employer.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Management and Manufacturing
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