WealthTech Senior Account Manager (Hybrid/Remote)

Envestnet; United States; Hybrid; USD 78,000 - 98,000; Full time

Job summary

Envestnet in Berwyn, PA offers a Senior Account Manager role with hybrid/remote work options. You will partner with clients and internal teams across Product, Service, Operations, Sales, and Relationship Management to deliver exceptional service and drive platform adoption.

You will protect existing business, identify new opportunities, and expand Envestnet’s footprint through proactive outreach, strategic sales plays, and strong relationship-building.

Qualifications

• 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 problem solving and deductive reasoning skills
• Ability to level up to strategy and solutions, with attention to detail
• Willingness to travel up to 35% and work weekends/overtime as needed

Responsibilities

• Establish/maintain strong client relationships to foster collaboration.
• Execute targeted campaigns and account activation in coordination with Sales and Marketing.
• Identify cross-sell/upsell opportunities within assigned accounts.
• Conduct proactive outreach to identify opportunities and priorities.
• Maintain accurate opportunity pipelines and account insights in Salesforce.
• Coordinate with onboarding teams to ensure best-practice implementation.

Skills

Relationship management

Technology/financial services

Client communication

Strategic thinking

Travel readiness

Education

MBA

Tools

Salesforce

Job description

Envestnet in Berwyn, PA offers a Senior Account Manager role with hybrid/remote work options. You will partner with clients and internal teams across Product, Service, Operations, Sales, and Relationship Management to deliver exceptional service and drive platform adoption.

You will protect existing business, identify new opportunities, and expand Envestnet’s footprint through proactive outreach, strategic sales plays, and strong relationship-building.