Business Development Consultant
Envestnet - Berwyn, PA
Hiring: Business Development Consultant Company: Envestnet Location: Berwyn, PA Job Posted Time: 2026-09-16 10:44:17 Employment Type: Hybrid Target Skills & Keywords : CFA, CFP, Salesforce, Segment, Wealth Management About the job Experience: •5+ years of Fintech or Investment Sales Experience selling to RIAs Required Skills: •The primary work location for this role is Berwyn, PA with a hybrid work model. •For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com. •Be joining the RIA Business Development team which is charged with driving managed account sales across the country to Tamarac and Envestnet RIA clients and prospective clients. •Manages a portfolio of RIA clients and acts as primary point of contact for sales-related activities. •Prospects and develops new business opportunities within an assigned territory or segment. •Opens doors, qualifies prospects and manages / helps manage the relationship and pipeline. •Delivers compelling product demonstrations and articulates tailored value propositions. •Advances opportunities through the full sales cycle, from initial contact to close. Compensation: •$78,200 - $97,700 / year •Flexible work environment (work from home / hybrid options) •A good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits •25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. •Over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!