Sales Engineer

Sales Full-Time ALL US, United States ReqID:4708


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


Envestnet Wealth is seeking a talented and passionate Sales Engineer to join the Sales team.

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.


The Sales Engineer is responsible for ensuring that Envestnet’s current and prospective clients are aligned with our available and upcoming platform functionality. This involves being a resource for implementations, supporting strategic client relationships and coordinating platform demonstrations.


Job Responsibilities:

  • Collaborate with product owners on enhancements through the full software development life cycle
  • Provide technical and high‐level sales demonstrations to prospective clients
  • Create and maintain customized demonstration sites for sales representatives
  • Work collaboratively with the Product Group, Enterprise Consultants and Business Development to enhance support models for clients using the wealth technology solutions
  • Work with the Enterprise Consultant team and their top clients as the primary representative for the Envestnet technology platform
  • Solicit feedback regarding platform features and communicate the feedback with Product Managers


Must Have:

  • Moderate travel required
  • 8+ years industry experience in sales, product or other client facing role
  • Can lead senior level, executive meetings in person as well as over WebEx
  • Ability to think both tactically and strategically as an ambassador of Envestnet
  • Must be able to adjust to changing priorities and communicate/set expectations for all stakeholders
  • Works well as a member of a team with collaborative decision making
  • Must be creative and can operate and take initiative with little or no direction
  • Must be capable of gathering information from various sources to assist in critical decision making


Nice To Have:

  • 5 years minimum at Envestnet or Envestnet acquired firm or similar key account role preferred


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 Incentive
    • Tuition Reimbursement
  • Working on global projects with team members all over the world!
  • Opportunity to work with top tiered clients, global 500 companies and startups
  • Work with diverse, energetic, team members who respect each other and celebrate differences
  • The best work location with unlimited snacks!


Envestnet is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.