Note: The job is a remote job and is open to candidates in USA. Envestnet is an adaptive WealthTech company helping advisors meet the future of wealth management through technology, insights, and support. The Senior Account Manager manages client relationships, drives sales and platform adoption, identifies expansion opportunities, resolves client issues, and coordinates with internal teams to support long-term client success.
Responsibilities
- Establishes and maintains strong and cooperative relationships with designated clients to foster a cooperative environment
- Executes targeted sales campaigns and account activation plays in coordination with Senior Account Managers and Marketing
- Identifies sales and expansion opportunities, facilitating introduction / hand off to the appropriate Sales team
- Conducts proactive outreach to assigned firms to identify cross-sell and upsell opportunities
- Uses data and reporting tools to identify underpenetrated firms and prioritize sales follow-ups
- Collaborates with Senior Account Managers to transition smaller accounts or qualify leads for strategic escalation
- Provides optimal support to institutional business, including tracking and resolving customer issues / concerns via phone and electronic inquiries
- Maintains accurate opportunity pipelines and account insights in Salesforce
- Monitors competitive activity and positions Envestnet’s capabilities to reinforce client loyalty and platform stickiness
- Acts as liaison between client and all groups within Envestnet, responding to questions regarding ongoing projects, initiatives, and key follow-ups
- Assists financial institutions with establishment and maintenance of entitlements or configurations on the Envestnet Platform related to Portfolio Management, Portfolio Construction, Platform Operations, or Reporting and Portals
- Works with onboarding teams to ensure best practices are adopted as part of implementation
- Maintains a deep understanding of firm-specific platform configurations, product relationships, and adoption opportunities to support strategic growth conversations
- Leads discovery with clients to translate platform needs into clear business and technical objectives, engaging deeper technical resources when appropriate
- Owns release coordination, training, and client communication in partnership with Technical Consulting
- Coordinates QBR agendas, captures notes, and follows up on action items with clients and internal stakeholders
- Owns SOW intake and coordination for non-legal documentation, ensuring appropriate internal alignment and follow-through
- Provides platform demos and coordinates internal and external training to support adoption and enablement
Skills
- * Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences
- * 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 an aptitude for problem solving and deductive reasoning skills
- * Ability to level up to the bigger picture; leading discussions driving to strategy and solutions as well as overall business goals, with ability to dig into the details, when appropriate
- * Demonstrated ability to build and maintain strong internal and external relationships
- * Proven track record of managing client expectations
- * Effectively network within accounts from the C-Level down to achieve successful execution of the client's goals, where appropriate
- * Strong persuasion skills and leadership presence
- * Ability to create total confidence and trust with clients
- * You can articulate the value proposition that financial services technology products offer clients
- * You are a self-starter and demonstrate perseverance, dedication, and commitment
- * Team player mentality
- *This position is not open to candidates requiring visa sponsorship*
- * MBA degree
- * Knowledge of Envestnet's technology, products, and solutions from previously working with Envestnet whether through an Envestnet client or through one of our partnerships
Benefits
- Remote work model
- This role is eligible for an additional incentive component as part of the total rewards package.
- Medical insurance
- Paid time off (PTO)
- 401k company match
- Paid parental leave
- Education reimbursement
- Disability coverage
- Mental health & wellness support
Company Overview