• Job Description

  Req#: od6Awfw9?nl=1

  Envestnet is seeking a Proposal Desk Specialist to join our Sales department. This is a hybrid role, with in-office work required at our Denver, CO office location.
  

  Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions u2013 backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nationu2019s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnetu2019s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.u00A0
  

  Envestnetu2019s Strategy:
  

  • Deliver the industry-leading wealth management platform, powered by advanced data and insightsu00A0
    
  • Leverage our scale and efficiencies to serve our clientsu2019 needs comprehensivelyu00A0
    
  • Enable financial advisors to deliver more holistic advice u2013 reflecting a more complete view of their clientsu2019 financial lives, and in a more connected environment
    

  For more information, please visit www.envestnet.com.
  

  Job Summary:u00A0
  

  The Wealth Solutions Proposal Desk Associate role, an entry-level position, acts as internal operational and sales support for Envestnetu2019s Advisor Sales/High Net Worth and RIA teams, providing crucial assistance in proposal creation and delivery. With the potential for growth into sales, this role integrates into the Advisory/High Net Worth Sales Team's territory format and reports to the Director, Advisor Sales and Wealth Consulting.
  

  Job Responsibilities:
  

  • Thoroughly learn, understand, and present all Envestnet Platform Proposal Capabilities for outsourced products and ensure effective and efficient delivery of proposals to prospective clients and Premier Partners.
    
  • Construct proposal requests through the Envestnet Platform proposal tool.
    
  • Proposal type includes Custom Case, UMA Model Building, Fund Strategist, Separately Managed Account, Unified Managed Accounts.
    
  • Responsible for requesting Portfolio Asset Transition Summary (PATS) reports for cases where customized tax management is required.
    
  • 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.
    
  • This position requires in-office work four days per week.
    
  • 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. u00A0
    
  • 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:u00A0
  

  • Bacheloru2019s 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
    

  Preferred Qualifications:u00A0
  

  • Knowledge of Envestnetu2019s account management processes, procedures, and systems.
    

  Envestnet:u00A0
  

  • Be a member of an innovative and industry leading financial technology and solutions companyu00A0
    
  • Competitive Compensation/Total Reward Packages that include:
    
    • Health Benefits (Health/Dental/Vision)
      
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
      
    • 401K u2013 Company Match
      
    • Annual Bonus Incentives
      
    • Parental Stipendu00A0
      
    • Tuition Reimbursement
      
    • Student Debt Program
      
    • Charitable Matchu00A0
      
    • Wellness Program
      

  Salary:
  

  The annual base salary range for this position is $56,000 to $93,000.
  

  Envestnet is an Equal Opportunity Employer.

  LI-RT1

• About the company

  Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.

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