Strategic Client Partner, WealthTech (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 or remote work options. You will partner with financial institutions to maximize the value of Envestnet’s solutions, drive platform adoption, and ensure client success across BD, HO, and related relationships.

You will collaborate with internal teams to resolve client issues, maintain accurate pipelines in Salesforce, and identify cross-sell opportunities while traveling up to 35% as needed.

Qualifications

• Experience in a relationship management role in technology or financial services.
• Proven track record of managing client expectations and building strong client relationships.
• Ability to travel up to 35% and often work weekends or overtime for client support.

Responsibilities

• Own client relationships within assigned accounts and expand Envestnet’s footprint.
• Coordinate with Product, Service, Operations, Sales, and Relationship Management to deliver exceptional service.
• Identify cross-sell and upsell opportunities and drive platform adoption.

Skills

Relationship management

Client service

Sales and account expansion

Communication

Problem solving

C-Level stakeholder management

Travel up to 35%

Time management

Education

MBA

Bachelor's degree in Business

Tools

Salesforce

Mavenlink

MS Project

Job description

Envestnet is seeking a Senior Account Manager in Berwyn, PA with hybrid or remote work options. You will partner with financial institutions to maximize the value of Envestnet’s solutions, drive platform adoption, and ensure client success across BD, HO, and related relationships.

You will collaborate with internal teams to resolve client issues, maintain accurate pipelines in Salesforce, and identify cross-sell opportunities while traveling up to 35% as needed.