Description

Envestnet is seeking a Sales Engineer Director - RIA to join our Product 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 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

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.

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