Workplace Solutions Director

Envestnet is seeking a passionate and talented Workplace Solutions Director to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office locations.

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 Workplace Solutions Director, a key member of the Envestnet Workplace Solutions team is an external sales position with national coverage responsible for driving sales with financial advisors, record keeper wholesalers, defined contribution investment only leaders and other retirement centers of influence.  The product focuses are PMC Fiduciary solutions and Retirement Marketplace.  Supporting this individual will be two internal Sales Consultants and one Proposal Specialist.  This individual will also work closely with Practice Solutions Directors, marketing, key accounts and other stakeholders to distribute solutions to the marketplace.

Key tenets for this position will include strategic planning, development and prioritization of distribution opportunities, direct selling through large group presentations and a consultative approach to individual buyers and influencers.  The role requires a deep understanding of the retirement market, primarily defined contribution fiduciary services. 

Job Responsibilities:

• Develop, enhance, and execute the distribution plan for Workplace solutions within the enterprise and RIA channels.
  
• Identify opportunities to expand Retirement platform exposure.  This will include partnering with enterprise and RIA regional leadership, record keepers and asset management sales teams to drive Solutions usage and adoption.
  
• Play a lead role in identifying advisors that would benefit from value added practice management sessions. Drive attendance to sessions delivered by third-party providers, record keepers, asset managers and Envestnet hosted events. In addition, guide and mentor advisors through various practice management courses.
  
• Maintain up-to-date knowledge of industry trends, emerging technologies, competitors and strategic relationships/partnerships. Where appropriate, educate, mentor and share knowledge with the organization’s management, internal staff, partners, customers and prospects about the company’s distribution strategy, opportunities and challenges.
  
• Collaborate with key stakeholders across Envestnet to develop, inform and ensure buy-in of proposed solutions.
  
• Introduce and identify opportunities for Envestnet’s wide array of Financial Wellness Solutions and Exchanges to financial advisors. This includes lead generation for Envestnet MoneyGuide Financial Planning software, Insurance Exchange, Credit Exchange, Trust Exchange and future additions.
  
• Participate in industry events/conferences and maintain well documented records.
  
• 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:

• 10+ years of financial services experiences, preferably in advisory platform/asset management sales
  
• BA/BS in finance, business administration or related area of study, or equivalent combination of education and experience
  
• Strong understanding of the advisory business model and financial planning process
  
• Developed and successfully executed product and go-to-market strategies within the financial services industry
  
• 10+ years’ experience of working with financial advisors, managing a region and achieving sales quotas
  
• Strong business acumen and exceptional leadership, organizational, communication and presentation skills
  
• Excellent people and management skills to interact with clients, colleagues, cross-functional teams as well as third parties
  
• Willingness to travel up to 80%
  
• Agile; able to identify and apply appropriate “win-win” solutions even in new situations
  

Preferred Qualifications: 

• CFP/CFA designation is a plus
  
• Current relationships with financial advisors in West region
  
• Live in West region (Envestnet does not offer relocation expenses)

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.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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