Account Executive / Business Development Associate

Sales Full-Time ALL US, United States ReqID:5084


Envestnet is seeking a passionate and talented Business Development Associate, Enterprise & Financial Institutions to join our Sales team. 

Envestnet, Inc. (NYSE: ENV) 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: 

This is an ideal position for an ambitious individual looking to take the next step in business development and sales in the exciting and growing arena of financial technology.  You have a passion for innovation and driving the financial well-being of our clients and their consumers. 

Job Responsibilities: 

  • Conduct business conversations with executive-level contacts.
  • Conduct prospect and industry research to determine high-value account targets for Envestnet | Yodlee.
  • Help us build our Sales pipelines with well-qualified Sales opportunities.
  • Plan and execute campaign messages to establish interest in Envestnet | Yodlee.
  • Generate leads and help sales team close opportunities.
  • Be a team player and step up to assist with challenges when needed.
  • 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:  

  • University degree or 2 years inside sales experience and/or business development experience.
  • The desire to constantly be learning – learning more about our Platform and Products. and how the organizations in our Financial Services and FinTech industry sectors solve problems and achieve their business objectives.
  • Sales Qualification experience and performing discovery on the prospects’ needs and plans.
  • Conduct account development best practices with email, phone, and social touches using various sales tools provided.
  • Company research and outreach – strong communications (both oral and written).
  • Be eager to learn and committed to getting better every day while being open to constructive feedback.
  • A positive attitude and a strong teamwork and collaborative work style. 

Preferred Qualifications:

  • Industry specific sales experience – Financial Services and/or FinTech Sector.
  • Experience in B2B2C business models.
  • Experience working with Enterprise and Large Financial Services firms.
  • Experience in technology, SaaS, and/or APIs is a plus.
  • Experience with or other sales/marketing productivity tools is a plus.

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
    • Equity
    • 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
  • The best work locations with unlimited snacks!


The annual salary range for this role is $51,000 to $110,000. 

Envestnet is an Equal Opportunity Employer.