Description Job Location The primary work location for this role is Berwyn, PA with a hybrid work model.
The Team You'll Join You will be joining the RIA Business Development team which is charged with driving managed account sales across the country to Tamarac and Envestnet RIA clients and prospective clients.
How You'll Contribute Responsible for driving growth by building and managing relationships with registered investment advisors (RIAs) and advisory firms - both new and existing. Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives. Actively prospects and develops pipelines and closes new business while expanding existing client relationships. Collaborates with product, marketing and service teams to deliver tailored solutions and ensure a high-quality client experience.
- Manages a portfolio of RIA clients and acts as primary point of contact for sales-related activities.
- Prospects and develops new business opportunities within an assigned territory or segment.
- Opens doors, qualifies prospects and manages / helps manage the relationship and pipeline.
- Delivers compelling product demonstrations and articulates tailored value propositions.
- Advances opportunities through the full sales cycle, from initial contact to close.
- Identifies and executes on cross-sell and upsell opportunities within existing accounts.
- Partners with Marketing on lead generation campaigns and follows up on inbound leads.
- Collaborates with internal teams to ensure strong client experience and retention.
- Meets or exceeds individual sales targets and maintains accurate pipeline forecasting.
- Work with RIAs across multiple regions in the eastern half of the US in a hybrid sales role, with up to 50% travel required.
- Running point on campaigns with various sales enablement technologies to drive adoption and sales of managed accounts with RIAs
- Interacting and driving tech stack conversations with C-Level personnel at some of the largest RIAs in the country
- Selling managed accounts and leading asset conversions and case-work with individual advisors
What You'll Need to Bring - Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
Nice-to-Haves - 3-5+ years of Fintech or Investment Sales Experience selling to RIAs
- Previous experience working with Financial Technology Platforms and/or RIAs
- Hands-on experience using or selling UMA and other managed account solutions
- Experience managing a sales pipeline through Salesforce other CRM technologies
- Bachelor's Degree in Business, Finance or other related discipline
- CFP, CFA or other financial industry certifications
Sponsorship This position is not open to candidates requiring visa sponsorship
Our Investment in You This role offers a base salary range of $78,200 to $97,700. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.
We provide a comprehensive suite of benefits - subject to Envestnet's plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
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