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Envestnet · 1 day ago

Business Development Associate

United States

Full-time

Remote

Mid Level

$68K/yr - $91K/yr

3+ years exp

Envestnet is transforming the way financial advice is delivered through its connected technology and asset management solutions. The Business Development Associate plays a key role in driving adoption and growth of Envestnet’s Financial Wellness and Managed Account solutions through proactive inside sales engagement, focusing on converting leads and nurturing advisor relationships.

Financial ServicesFinTechWealth Management

Responsibilities

Lead Generation & Conversion – Qualify, engage, and convert advisors to platform users through outbound calls, digital outreach, and follow-ups on marketing campaigns

Sales Support & Enablement – Provide consultative product guidance to advisors under $50M AUM, assisting with account setup, onboarding, and expansion of Envestnet programs (PMC, FSP, SMA, UMA, and Exchange)

Virtual Advisor Engagement – Deliver one-on-one and group web-based product demos, education sessions, and platform training to drive adoption of Financial Wellness Solutions

Pipeline Management – Maintain an active sales pipeline through Salesforce, documenting all outreach, opportunity progression, and conversion outcomes

Cross-Team Collaboration – Partner with Regional Directors & Regional Consultants to support field sales efforts and ensure seamless follow-up on qualified leads and campaign activity

Campaign Execution – Execute outbound calling initiatives, targeted advisor campaigns, and follow-up sequences to drive engagement across assigned territories

Marketing Alignment – Coordinate with Marketing on campaign messaging, advisor communications, and event follow-up to ensure consistency and strong conversion outcomes

Service Liaison – Serve as the primary contact for inbound advisor inquiries via hotline and email, routing complex service issues to the appropriate internal teams

Sales Tools & Reporting – Leverage Salesforce, CRM dashboards, and reporting tools to track activity, measure success, and support sales forecasting

Compliance & Process Adherence – Ensure all outreach and advisor interactions align with Envestnet’s compliance, risk, and operational standards

Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested