Envestnet is seeking a passionate and talented Workplace Proposal Specialist to join our Sales team. This is a hybrid role, with in-office work required at our 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 Proposal Specialist role acts as internal operational/sales support for Envestnet’s Workplace Sales efforts. The Proposal Specialist is responsible for assisting the Workplace Sales consultant teams with proposal creation support for Fiduciary Opportunities, including proposal development and delivery of all necessary onboarding documents to Financial Advisors and record-keeping partners. Ensures all documents are in good order prior to submission for onboarding. Maintains and updates all sales pipeline information for all open and closed opportunities in sales force. This position reports to the Head of Workplace Operations.
Job Responsibilities:
Required Qualifications:
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:
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
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Envestnet, Inc. (NYSE: ENV) 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 ...
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