RIA Growth Consultant — WealthTech Sales (Hybrid)

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

Job summary

Envestnet is seeking a dynamic RIA sales professional to grow managed account solutions and investment offerings across the eastern and midwest regions. The role focuses on building relationships with RIAs, demonstrating Envestnet technology, and closing new business.

Join a hybrid sales team with responsibilities spanning prospecting, pipeline development, and collaboration with product, marketing, and service teams to ensure a superior client experience.

Qualifications

• 3–5+ years of Fintech or Investment Sales experience selling to RIAs.
• Experience with Financial Technology Platforms and/or RIAs.
• Bachelor’s Degree in Business or Finance; CFP, CFA or similar certifications.

Responsibilities

• Manage a portfolio of RIA clients and act as primary contact for sales activities.
• Prospect and develop new business opportunities within assigned territory.
• Deliver product demonstrations and articulate tailored value propositions.
• Advance opportunities through the full sales cycle, from initial contact to close.
• Collaborate with Marketing on lead generation campaigns and follow up on inbound leads.
• Meet or exceed sales targets with accurate pipeline forecasting.

Skills

RIA sales experience

Relationship building

Lead generation & pipeline management

Excellent communication

Education

Bachelor’s Degree in Business/Finance

CFP or CFA certifications

Tools

Salesforce CRM

Job description

Envestnet is seeking a dynamic RIA sales professional to grow managed account solutions and investment offerings across the eastern and midwest regions. The role focuses on building relationships with RIAs, demonstrating Envestnet technology, and closing new business.

Join a hybrid sales team with responsibilities spanning prospecting, pipeline development, and collaboration with product, marketing, and service teams to ensure a superior client experience.