Envestnet is seeking a passionate and talented Business Development Director - RIA to join our Sales team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA 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 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
- 2+ 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
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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