Senior WealthTech Account Manager - Hybrid/Remote

Envestnet; Berwyn (PA); Ibrido; USD 78.000 - 98.000; Tempo pieno

Descrizione del lavoro

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

Competenze

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

Mansioni

• 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.

Conoscenze

Relationship management

Financial services

Client management

Sales collaboration

Problem solving

Communication

Travel availability

Formazione

MBA

Strumenti

Mavenlink

MS Project

Descrizione del lavoro

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