Senior WealthTech Account Manager (Hybrid/Remote)

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

Job summary

Envestnet is seeking a Senior Account Manager in Berwyn, PA with hybrid/remote options. You will partner with clients and internal teams to drive platform adoption, deliver strategic guidance, and grow the client portfolio while representing the client across the organization.

The role emphasizes protecting existing business, identifying new opportunities, and coordinating with Sales, Product, and Service teams to achieve client goals.

Qualifications

• Experience in a relationship management role.
• Experience in a technology or financial services field.
• Familiarity with financial technology or financial services companies.
• Excellent listener with problem solving skills.
• Ability to discuss strategy and solutions while considering business goals.
• Proven track record of managing client expectations.
• Ability to network within accounts from C-Level downward.
• Willingness to travel up to 35% and work weekends/overtime when needed.

Responsibilities

• Develop and maintain strong client relationships to drive platform adoption and success.
• Execute targeted sales campaigns and activation plays in coordination with Sales and Marketing.
• Identify cross-sell and upsell opportunities within accounts.
• Use data and Salesforce reports to prioritize follow-ups and insights.
• Collaborate with internal teams to resolve client issues and ensure project success.
• Maintain accurate opportunity pipelines and account insights in Salesforce.
• Coordinate onboarding to ensure best practices are adopted during implementation.
• Act as liaison between clients and all Envestnet groups on ongoing initiatives.

Skills

Relationship management

Tech/financial services

Sales strategy

Client coaching

C-level engagement

Problem solving

Cross-functional collaboration

Communication

Education

MBA

Tools

Salesforce

Mavenlink

MS Project

Job description

Envestnet is seeking a Senior Account Manager in Berwyn, PA with hybrid/remote options. You will partner with clients and internal teams to drive platform adoption, deliver strategic guidance, and grow the client portfolio while representing the client across the organization.

The role emphasizes protecting existing business, identifying new opportunities, and coordinating with Sales, Product, and Service teams to achieve client goals.