Senior Account Manager

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

Job summary

Envestnet is seeking a Senior Account Manager in Berwyn, PA to partner with clients and internal teams, drive platform adoption, and ensure long-term client success. The role covers Broker-Dealer, Hybrid, and Home Office relationships, with emphasis on protection and expansion of existing business.

The position requires strong relationship-building, strategic thinking, and the ability to travel up to 35%. A background in technology or financial services and experience with enterprise clients is

Qualifications

• Experience in a relationship management role.
• Experience in a technology or financial services field.
• Familiarity with financial technology or financial services companies.

Responsibilities

• Establishes and maintains strong and cooperative relationships with designated clients to foster a cooperative environment.
• Executes targeted sales campaigns and account activation plays in coordination with Senior Account Managers and Marketing.
• Identifies sales and expansion opportunities, facilitating introduction / hand off to the appropriate Sales team.
• Conducts proactive outreach to assigned firms to identify cross-sell and upsell opportunities.
• Uses data and reporting tools to identify underpenetrated firms and prioritize sales follow‑ups.
• Collaborates with Senior Account Managers to transition smaller accounts or qualify leads for strategic escalation.
• Provides optimal support to institutional business, including tracking and resolving customer issues / concerns via phone and electronic inquiries.
• Maintains accurate opportunity pipelines and account insights in Salesforce.
• Monitors competitive activity and positions Envestnet’s capabilities to reinforce client loyalty and platform stickiness.
• Acts as liaison between client and all groups within Envestnet, responding to questions regarding ongoing projects, initiatives, and key follow‑ups.
• Assists financial institutions with establishment and maintenance of entitlements or configurations on the Envestnet Platform related to Portfolio Management, Portfolio Construction, Platform Operations, or Reporting and Portals.
• Works with onboarding teams to ensure best practices are adopted as part of implementation.

Skills

Relationship management

Financial services

Client management

Sales collaboration

Problem solving

Communication

Travel availability

Education

MBA

Tools

Mavenlink

MS Project

Job description

Description

The application window will close October 20th, 2026.

Job Location

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

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in 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’ll join a collaborative, client‑centric team dedicated to helping financial institutions maximize the value of Envestnet’s solutions and services. As a Senior Account Manager, you’ll partner closely with clients and internal teams across Product, Service, Operations, Sales, and Relationship Management to deliver exceptional service, drive platform adoption, and support long‑term client success. The team serves as a trusted extension of our clients' businesses, providing strategic guidance, resolving complex challenges, and ensuring client needs are effectively represented across the organization. Together, we foster strong relationships, continuous improvement, and a commitment to delivering meaningful outcomes for the clients we serve.

How You’ll Contribute

Account Management plays a key role in driving sales and adoption within Broker-Dealer (BD), Hybrid, and Home Office (HO) relationships. Focuses on protecting existing business and identifying new opportunities within assigned accounts, helps expand Envestnet’s footprint through proactive outreach, competitive monitoring, and effective execution of sales plays. Establishes and maintains strong and cooperative relationships with clients, fostering a cooperative environment and providing exceptional support for the resolution of problems and/or errors.

• Establishes and maintains strong and cooperative relationships with designated clients to foster a cooperative environment.
• Executes targeted sales campaigns and account activation plays in coordination with Senior Account Managers and Marketing.
• Identifies sales and expansion opportunities, facilitating introduction / hand off to the appropriate Sales team.
• Conducts proactive outreach to assigned firms to identify cross-sell and upsell opportunities.
• Uses data and reporting tools to identify underpenetrated firms and prioritize sales follow‑ups.
• Collaborates with Senior Account Managers to transition smaller accounts or qualify leads for strategic escalation.
• Provides optimal support to institutional business, including tracking and resolving customer issues / concerns via phone and electronic inquiries.
• Maintains accurate opportunity pipelines and account insights in Salesforce.
• Monitors competitive activity and positions Envestnet’s capabilities to reinforce client loyalty and platform stickiness.
• Acts as liaison between client and all groups within Envestnet, responding to questions regarding ongoing projects, initiatives, and key follow‑ups.
• Assists financial institutions with establishment and maintenance of entitlements or configurations on the Envestnet Platform related to Portfolio Management, Portfolio Construction, Platform Operations, or Reporting and Portals.
• Works with onboarding teams to ensure best practices are adopted as part of implementation.

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.
• Experience in a previous relationship management role
• Experience in a technology or financial services field
• Familiarity working for or with financial technology or financial services companies
• Excellent listener with an aptitude for problem solving and deductive reasoning skills
• Ability to level up to the bigger picture; leading discussions driving to strategy and solutions as well as overall business goals, with ability to dig into the details, when appropriate
• Demonstrated ability to build and maintain strong internal and external relationships
• Proven track record of managing client expectations
• Effectively network within accounts from the C-Level down to achieve successful execution of the client’s goals, where appropriate
• Strong persuasion skills and leadership presence
• Ability to travel up to 35%
• Ability to work weekends at times and overtime to provide client support

Nice-to-Haves

• MBA
• Knowledge of various project management software, such as: Mavenlink or MS Project
• PMP Certification in project management
• Knowledge of Envestnet’s technology, products, and solutions from previously working with Envestnet whether through an Envestnet client or through one of our partnerships

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 Investment in 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 [email protected]. 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.