Workplace Proposal Specialist

Description

Envestnet is seeking a passionate and talented Workplace Proposal Specialist to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary :

The Proposal Specialist role acts as internal operational / sales support for Envestnet’s Workplace Sales efforts. The Proposal Specialist is responsible for assisting the Workplace Sales consultant teams with proposal creation support for Fiduciary Opportunities, including proposal development and delivery of all necessary onboarding documents to Financial Advisors and record-keeping partners.

Ensures all documents are in good order prior to submission for onboarding. Maintains and updates all sales pipeline information for all open and closed opportunities in sales force.

This position reports to the Head of Workplace Operations.

Job Responsibilities :

• Thoroughly learn, understand, and present all Envestnet Workplace fiduciary products and workflows to ensure effective and efficient delivery of proposals to prospective clients and partners.
• Support the Wealth Sales Consulting team on all new fiduciary sales efforts through recordkeepers, investment managers, financial advisors and ENV advisor sales channels.
• Construct all proposal requests through the Workplace Solutions proposal tool, including investment mapping and new plan onboarding materials.
• Responsible for ensuring all new plan onboarding is in good order and billing process is set up with recordkeeper.
• Maintain Fiduciary Sales Support Marketing Collateral and work in conjunction with marketing to support outbound marketing campaigns, including updated approved funds lists and sample lineups with various Recordkeeper Partners.
• Respond to literature requests and service issues.
• Maintain and update sales pipeline and closed sales in Salesforce and follow up as needed with sales partners.
• 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.
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Required Qualifications :

• Bachelor’s degree in business, finance, or related field of study
• 1-3 years of experience in the financial services industry
• Strong written and verbal communication skills
• Proven ability to self-manage, with strong organization skills and an attention to detail

About Us :

Envestnet is a leading independent provider of technology enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid sized financial advisory firms and larger financial institutions.

Envestnet's technology is focused on addressing financial advisors' front, middle, and back office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet :

• Be a member of a leading financial services and products innovation company
• Competitive Compensation / Total Reward Packages that include :
• Health Benefits (Health / Dental / Vision)
• Paid Time Off (PTO) & Volunteer Time Off (VTO)
• 401K Company Match
• Annual Bonus Incentives
• Parental Stipend
• Tuition Reimbursement
• Student Debt Program
• Charitable Match
• Wellness Program
• Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE : ENV).

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