Sebastian Krueger
Chicago,Illinois
Summary
Dynamic Senior Technical Consultant at Envestnet Asset Management, leveraging expertise in wealth management and client onboarding to drive product evaluations and enhance service delivery. Proven problem solver with strong configuration management skills, successfully resolving complex issues and improving operational efficiency while fostering cross-functional collaboration.
Overview
20
20
years of professional experience
Work History
Senior Technical Consultant
Envestnet Asset Management
Chicago, USA
12.2024 - 12.2025
- Provided technical subject matter expertise for wealth management clients and internal partners.
- Supported product managers and engineering as technical expert during renewals, expansions, and product evaluations to enhance client satisfaction and service delivery.
- Led end-to-end onboarding of advisory firms onto the platform, advised on best practices and available options.
- Advised cross-functional stakeholders by turning product, advisor, and market insights into strategic recommendations.
- Customized proposals, performance reporting, and portfolio management tools, calibrating settings to align with client needs and clarify available options.
- Resolved internal configuration issues across benchmarking, asset protection, billing, trading, and model management, utilizing AI-assisted research to diagnose problems and streamline JIRA requests.
- Evaluated product defects, edge cases, and workflow gaps; partnered with technical teams to prioritize and resolve issues.
- Supported testing and refinement of Copilot for service tickets, helping improve output quality, accuracy, and usability.
Senior Product Intel Associate - AVP
Envestnet Asset Management
Chicago, USA
09.2018 - 12.2024
- Served as senior product intelligence consultant, driving product analysis, facilitating stakeholder collaboration, and advancing internal business initiatives.
- Partnered with Product Managers to define requirements, success metrics, and business cases for new features and enhancements.
- Supported product management initiatives through in-depth issue analysis, process enhancements, and effective cross-functional coordination.
- Partnered with cross-functional teams to evaluate product issues, service trends, and enhancement opportunities.
- Connected technical, service, and business teams to resolve issues and enhance platform user experience.
- Applied client service and operational knowledge to support product-focused decisions and internal consulting efforts.
- Provided an understanding of Envestnet’s wealth management solutions, including data aggregation, portfolio management, overlay services, and financial planning modules.
Advisory Services Representative - Senior Floor Manager – AVP
Envestnet Asset Management
Chicago, USA
01.2009 - 09.2018
- Supervised a team of Advisory Services Representatives supporting financial advisors with account servicing, platform support, and issue resolution in a fast-paced wealth management environment.
- Managed daily workflow, escalations, and service levels to ensure timely, accurate resolution of advisor requests and operational issues.
- Coached team members through performance feedback, training, and quality reviews to elevate service delivery and client experience.
- Partnered cross-functionally with operations, compliance, trading, and technology teams to resolve complex issues and improve support processes.
- Analyzed service trends and team metrics to identify workflow gaps and implement improvements for operational efficiency.
- Managed multiple concurrent client engagements while maintaining high satisfaction scores and meeting delivery deadlines.
- Collaborated with department director to resolve issues, enhance processes, and achieve department goals.
- Monitored trade errors, custodial based escalations, and risk mitigations.
- Converted large RIA clients' books of business onto the platform.
Team Lead, Managed Account Services/Operations
Envestnet Asset Management
Chicago, USA
06.2006 - 01.2009
- Created and administered new accounts for Registered Investment Advisors (RIA) on Envestnet's proprietary Internet platform, managing multi-million dollar accounts daily.
- Allocated funds to investments based on a balance of client demands, RIA recommendations, and Envestnet’s goal-based computer models.
- Submitted directives to the trading desk; tailored buy-and-sell positions to money managers’ models.
- Partnered with major account custodians, forging relationships with Pershing, Fidelity Investments, and Charles Schwab & Company.
- Established new account authorization procedures for daily workflows. Managed oversight of four team members as a senior member.
- Transferred and journaled securities to fund new account registrations.
- Developed and maintained process manuals, procedural documentation, SLAs, and user guides for reconciliation, account maintenance, and NIGO resolution to ensure consistent operational standards.
- Executed daily tasks using Checkfree APL application and trading/cash management applications for Pershing, Fidelity, and Schwab.
Education
Bachelor of Science - Business Administration, Finance and Management
University of Illinois at Chicago
12-2005
Skills
- Product analysis
- Wealth management
- Client relationship management
- System integration
- Client integration
- Technical guidance
- JIRA
- Copilot
- MS Office
- Outlook
- Custodial services
- Problem solving
Timeline
Senior Technical Consultant
Envestnet Asset Management
12.2024 - 12.2025
Senior Product Intel Associate - AVP
Envestnet Asset Management
09.2018 - 12.2024
Advisory Services Representative - Senior Floor Manager – AVP
Envestnet Asset Management
01.2009 - 09.2018
Team Lead, Managed Account Services/Operations
Envestnet Asset Management
06.2006 - 01.2009
Bachelor of Science - Business Administration, Finance and Management
University of Illinois at Chicago