Senior Account Manager - WealthTech (Hybrid/Remote)

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

Job summary

Envestnet in Berwyn, PA seeks a Senior Account Manager to partner with financial institutions, delivering exceptional service, driving platform adoption, and ensuring client success.

You will collaborate with Product, Service, Operations, Sales, and Relationship Management to expand Envestnet's footprint, protect existing business, and identify opportunities.

This hybrid/remote role requires travel up to 35% and a proactive approach to solving problems while building trusted partnerships.

Qualifications

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

Responsibilities

• Build and maintain strong client relationships across designated accounts.
• Execute targeted sales campaigns and activation plays with Senior Account Managers and Marketing.
• Identify sales and expansion opportunities, facilitating introductions to the Sales team.
• Conduct proactive outreach to assigned firms for cross-sell and upsell opportunities.
• Use data and reporting tools to identify underpenetrated firms and prioritize follow-ups.
• Collaborate with Senior Account Managers to transition smaller accounts or escalate strategically.
• Provide optimal support to institutional clients via phone and email inquiries.
• Maintain accurate opportunity pipelines and account insights in Salesforce.
• Monitor competitive activity and reinforce Envestnet’s capabilities to keep clients loyal.
• Serve as liaison between client and all Envestnet groups on projects and follow-ups.
• Assist with entitlements or configurations on the Envestnet Platform for Portfolio Management/Construction/Operations/Reporting.
• Work with onboarding teams to ensure best practices are adopted.

Skills

Relationship management

Tech/financial services experience

Active listening

Problem solving

Strategic thinking

Stakeholder management

Networking at C-level

Persuasion and leadership

Travel readiness

Overtime flexibility

Job description

Envestnet in Berwyn, PA seeks a Senior Account Manager to partner with financial institutions, delivering exceptional service, driving platform adoption, and ensuring client success.

You will collaborate with Product, Service, Operations, Sales, and Relationship Management to expand Envestnet's footprint, protect existing business, and identify opportunities.

This hybrid/remote role requires travel up to 35% and a proactive approach to solving problems while building trusted partnerships.