Business Development Consultant

Envestnet; Chesterbrook (PA); Hybrid; USD 78,000 - 98,000; Full time

Job summary

Envestnet is seeking an experienced RIA Business Development professional to drive managed account sales across the eastern half of the US. In a hybrid role, you’ll build and manage relationships with RIAs and advisory firms while collaborating with product, marketing and service teams.

You will prospect, close new business, and expand existing relationships, delivering tailored solutions and maintaining a strong pipeline.

Qualifications

• Experience driving growth by building relationships with RIAs and advisory firms.
• Ability to prospect, qualify leads, and manage a sales pipeline.
• Proven track record meeting or exceeding sales targets in fintech or financial services.

Responsibilities

• Manage a portfolio of RIA clients and serve as the primary sales contact.
• Prospect and develop new business within assigned territory; qualify prospects.
• Deliver product demonstrations and articulate tailored value propositions.

Skills

Fintech sales experience

RIA relationships

Sales pipeline management

CRM expertise (Salesforce)

Education

Bachelor’s degree in Business/Finance or related discipline

CFP/CFA or other financial certifications

Tools

Salesforce

Job description

Description

Job Location

The primary work location for this role is Berwyn, PA with a hybrid work model.

About Envestnet

Envestnet is an adaptiveWealthTechcompany that isredefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.Backed byover25 years of experience and approximately$7.0 trillionin platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

The Team You’ll Join

You will be joining the RIA Business Development team which is charged with driving managed account sales across the country to Tamarac and Envestnet RIA clients and prospective clients.

How You’ll Contribute

Responsible for driving growth by building and managing relationships with registered investment advisors (RIAs) and advisory firms – both new and existing. Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives. Actively prospects and develops pipelines and closes new business while expanding existing client relationships. Collaborates with product, marketing and service teams to deliver tailored solutions and ensure a high-quality client experience.

• Manages a portfolio of RIA clients and acts as primary point of contact for sales-related activities.
  
• Prospects and develops new business opportunities within an assigned territory or segment.
  
• Opens doors, qualifies prospects and manages / helps manage the relationship and pipeline.
  
• Delivers compelling product demonstrations and articulates tailored value propositions.
  
• Advances opportunities through the full sales cycle, from initial contact to close.
  
• Identifies and executes on cross-sell and upsell opportunities within existing accounts.
  
• Partners with Marketing on lead generation campaigns and follows up on inbound leads.
  
• Collaborates with internal teams to ensure strong client experience and retention.
  
• Meets or exceeds individual sales targets and maintains accurate pipeline forecasting.
  
• Work with RIAs across multiple regions in the eastern half of the US in a hybrid sales role, with up to 50% travel required.
  
• Running point on campaigns with various sales enablement technologies to drive adoption and sales of managed accounts with RIAs
  
• Interacting and driving tech stack conversations with C-Level personnel at some of the largest RIAs in the country
  
• Selling managed accounts and leading asset conversions and case-work with individual advisors

What You’ll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.

Nice-to-Haves

• 3-5+ years of Fintech or Investment Sales Experience selling to RIAs
• Previous experience working with Financial Technology Platforms and/or RIAs
• Hands-on experience using or selling UMA and other managed account solutions
• Experience managing a sales pipeline through Salesforce other CRM technologies
• Bachelor’s Degree in Business, Finance or other related discipline
• CFP, CFA or other financial industry certifications

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands‑on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investmentin You

This role offers a base salary range of $78,200 to $97,700. The range listed represents a good‑faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well‑being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [e-mail]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.

Recruitment Fraud

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.

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