Description

Envestnet is seeking a Business Development Specialist - RIA to join our Sales department. This is a hybrid role, with in-office work required at either our Berwyn, PA or Raleigh, NC office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – 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’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

Deliver the industry-leading wealth management platform, powered by advanced data and insights 
Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment

For more information, please visit www.envestnet.com.

Job Summary:

The Business Development Associate - RIA will work in close collaboration with the Business Development Director to identify, source, qualify and develop new sales opportunities within a specified region. This includes supporting outbound sales and marketing campaigns through warm-and cold-calling prospects and driving qualified leads. The Business Development Associate - RIA will also help to cross-sell additional products and services to existing advisor clients. This role assists with growing sales through building relationships across the book of business and with prospects during the sale process.

Job Responsibilities:

Work with Business Development Directors to create and expand client relationships within the specified territory to maximize revenue and sales goals.
Source new sales opportunities prospects based on information obtained during inbound and outbound phone conversations and/or emails.
Work with Business Development Director to develop and implement a sales plan to capture available opportunities.
Maintain an open communication with the Business Development Director and ensure pipeline is always up to date and accurate within CRM.
Deliver sales literature, collateral, and proposals facilitating the sales process and in support of the Business Development Director.
Assist and facilitate the contracting process.
Actively engaging with clients and prospects directly through phone and email communication and ensuring communications are logged successfully in the CRM.
Engage in market research to identify prospective firms, key individuals and generate interest in our products.
Assist with sales trip planning including identifying target prospects and securing meetings.
Cross-sell broader Envestnet products to existing advisor clients
Actively and consistently leverage the CRM and suite of sales enablement tools.
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 & awareness, affirmations and testing as 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:

Bachelor’s degree, preferably in business, finance, or technology
3-5+ years of inside sales experience either in the financial services or technology fields
Excellent verbal and written communication skills. Strong phone presence/presentation
Team player who enjoys the challenge of obtaining new leads.
Multi-tasking, managing time effectively and prioritization skills.
Highly motivated, driven and results-oriented, and thrives in a fast-paced environment.
Proficient in Microsoft Office, Salesforce CRM systems
Strong work ethic

Why Choose Envestnet:

Be a member of an innovative and industry leading financial technology and solutions companyCompetitive Compensation/Total Reward Packages that include:
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K – Company Match
Annual Bonus Incentives
Parental Stipend 
Tuition Reimbursement
Student Debt Program
Charitable Match 
Wellness Program

Envestnet is an Equal Opportunity Employer.

#LI-RT1