Proposal Desk Associate

Sales Full-Time Berwyn, Pennsylvania Denver, Colorado ReqID:5967


Envestnet is seeking a passionate and talented Proposal Desk Associate to join our Sales team. This position is expected to report to either our Berwyn, PA or Denver, CO office.

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 Wealth Solutions Proposal Desk Associate role, an entry-level position, acts as internal operational and sales support for Envestnet’s 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.  
  • 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.


The annual base salary range for this position is $50,000 to $74,000.

Envestnet is an Equal Opportunity Employer.

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