Description

Envestnet is seeking a passionate and talented Sales Engineer Director – RIA to join our Product team. 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 and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. 

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.  

Job Summary: 

The Sales Engineer Director is responsible for presenting product offerings and architecture in the best light to prospects and customers, to evoke confidence in the organization’s technology infrastructure, and remove all technical objections in the sales cycle. To accomplish this, the Sales Engineer Director must leverage technical and/or sales skills, including the ability to solicit business requirements, configure and effectively demonstrate the solutions that address these requirements, and provide business value. The Sales Engineer Director also effectively speaks to industry trends and translates that into product value demonstration.

Job Responsibilities:

Provide tailored product demonstrations to clients and prospects that clearly articulate the value of the offering, including where and how an enterprise can use it
Provide analysis of customer’s technical specifications, recommend the best product configuration and installation process, and estimate implementation effort, time, and resources
Review sales proposals for accuracy, completeness, and quality
Develop and deliver technical product presentations and materials to engage customers and prospects and educate sales team
Assist institutional business development team’s requests for information reviews
Serve as a subject matter expert and consultative partner to internal stakeholders, prospects, and customers, using influence to gain stakeholder support necessary to achieve expected results
Stay current on industry trends, maintain a working demonstrable knowledge base on the various parts of the Envestnet wealth ecosystem
Lead specific enterprise engagements or strategic projects
Contribute to a product gap list that is driven by prospect and client feedback and industry trends
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
Minimum of 8-10 years of Financial Service Experience
Minimum of 8-10 years of Relationship Management Experience
Proven ability to successfully build and manage relationships with complex clients and to anticipate and resolve issues that may arise
Track record of success with clients and prospect interactions
Superior communication, interpersonal, presentation, and listening skills with proven ability to take a consultative approach when interacting with clients and use influence to gain stakeholder support.
Knowledge of various wealth management business models and FinTech providers
Excellent multi-tasking, project management, presentation, and organizational skills

Preferred Qualifications:

Financial business analysis and/or consulting experience is a plus
Prior Tamarac and/or Envestnet Managed Account Experience highly preferred

About Us: 

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet: 

Be a member of a leading financial services and products innovation company 
Competitive 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
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Envestnet is an Equal Opportunity Employer.

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