Business Development Consultant

About the role

The primary work location for this role is Berwyn, PA with a hybrid work model. Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry‑leading support. Backed by 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. You’ll be joining the RIA Business Development team, which drives managed account sales across the country to Tamarac and Envestnet RIA clients and prospective clients.

This position is not open to candidates requiring visa sponsorship.

Responsibilities

• Responsible for driving growth by building and managing relationships with registered investment advisors (RIAs) and advisory firms – both new and existing.
• Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives.
• Actively prospects and develops pipelines and closes new business while expanding existing client relationships.
• Collaborates with product, marketing and service teams to deliver tailored solutions and ensure a high‑quality client experience.
• 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.
• Identifies and executes on cross‑sell and upsell opportunities within existing accounts.
• Partners with Marketing on lead generation campaigns and follows up on inbound leads.
• Collaborates with internal teams to ensure strong client experience and retention.
• Meets or exceeds individual sales targets and maintains accurate pipeline forecasting.
• Work with RIAs across multiple regions in the eastern half of the US in a hybrid sales role, with up to 50% travel required.
• Running point on campaigns with various sales enablement technologies to drive adoption and sales of managed accounts with RIAs.
• Interacting and driving tech stack conversations with C‑Level personnel at