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Envestnet · 1 day ago

Business Development Associate

Berwyn, PA

Full-time

Onsite

Mid Level

3+ years exp

Envestnet is a leading financial technology company transforming the delivery of financial advice through technology and insights. The Business Development Associate will work closely with the Business Development Director to identify and develop new sales opportunities, support outbound sales efforts, and maintain a healthy pipeline of prospects.

Financial ServicesFinTechWealth Management

Responsibilities

Partner with Business Development Directors to build and expand client relationships across the assigned territory, driving revenue growth and sales performance

Source and qualify new sales opportunities through proactive outbound calling, email outreach, and campaign follow-up, leveraging insights from market data and CRM systems

Support the development and execution of territory sales plans, identifying high-potential firms and opportunities for managed account adoption and platform expansion

Maintain accurate and up-to-date opportunity data and pipeline information in Salesforce and other CRM tools

Deliver sales collateral, presentations, and proposals to facilitate the sales process in partnership with the Business Development Director

Assist in managing and coordinating the contracting and onboarding process for new advisor clients

Actively engage with clients and prospects via phone and email, ensuring all communications and interactions are consistently documented in the CRM

Conduct market research to identify prospective firms, decision-makers, and target segments; generate awareness and interest in Envestnet solutions

Support sales trip planning by identifying target prospects, scheduling meetings, and preparing materials for the Business Development Director

Cross-sell additional Envestnet products and services to existing advisor clients, helping to deepen platform adoption and wallet share

Actively leverage Salesforce and the suite of sales enablement tools to track progress, measure impact, and optimize efficiency

Adhere to all Envestnet legal, compliance, risk, and business continuity policies, ensuring timely completion of training, certifications, and affirmations

Support and promote Envestnet’s corporate business practices, internal controls, and procedures designed to create value and minimize risk

Qualification

Sales experienceCRM proficiencyFinancial services knowledgeMicrosoft OfficeProfessional integrityCommunication skillsTeam collaborationAttention to detailGrowth mindset