Wealth Management Operations Jobs in Raleigh, NC

Description

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

• Client Engagement & Technical Sales Support
  
  • Lead tailored product demonstrations for prospects and clients, clearly articulating product capabilities, value propositions, and enterprise use cases.
    
  • Assist technical discovery sessions to gather and document client requirements and translate them into appropriate product solutions.
    
  • Analyze customer technical specifications and recommend product configurations, implementation approaches, and estimated effort, timelines, and resources.
    
  • Develop a strong understanding of client business models, operational needs, and growth strategies to effectively position product capabilities.
    
  • Collaborate with Sales teams throughout the sales cycle to address technical questions, overcome objections, and support client decision-making.
    
  • Assist in resolving complex client scenarios by partnering with internal teams and escalating issues when necessary.
    
• Solution Development & Internal Collaboration
  
  • Create and deliver technical presentations, demonstrations, and supporting materials for prospects, clients, and internal sales teams.
    
  • Review sales proposals and technical documentation to ensure alignment with client requirements and solution capabilities.
    
  • Serve as a subject matter expert for the product suite and provide consultative guidance to internal stakeholders and sales teams.
    
  • Maintain awareness of industry trends, emerging technologies, and competitor offerings to support effective product positioning.
    
  • Provide feedback to Product teams on customer requirements, product gaps, and enhancement opportunities identified during client engagements.
    
• Sales Engineering Operations
  
  • Coordinate and contribute to responses for Requests for Information (RFIs) and Requests for Proposals (RFPs).
    
  • Develop and maintain reusable sales engineering assets, including demo environments, demo snippets, and technical enablement materials.
    
  • Support cross-functional initiatives that impact sales messaging, product positioning, and go-to-market efforts.
    
  • Contribute to process improvements and documentation that enhance Sales Engineering team efficiency and scalability.
    
• Team Support & Knowledge Sharing
  
  • Serve as a technical resource for Sales team members and internal stakeholders throughout the sales process.
    
  • Share knowledge and best practices across the Sales Engineering team to support team development and consistency in client engagements.
    
  • Provide guidance and mentorship to junior team members as the team grows.
    
  • Be a key contributor to the competitive intelligence library and product opportunities list.
    
• 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.
  

• Bachelor’s degree in Marketing, Business Administration, Product Management, Computer Science, or a related field.
  
• 5+ years of experience in financial services or a related industry.
  
• 5+ years of experience in a client-facing, technical sales, sales engineering, product, or solutions role.
  
• Demonstrated ability to lead technical discussions with clients and translate business requirements into product solutions.
  
• Experience supporting complex client engagements in a consultative sales environment.
  
• Strong communication, interpersonal, presentation, and listening skills with the ability to engage both technical and non-technical audiences.
  
• Proven organizational, multitasking, and project coordination skills with the ability to manage multiple sales opportunities simultaneously.
  
• Proactive and motivated learner with a strong interest in developing deeper product, technical, and industry expertise.
  
• Ability to collaborate effectively across Sales, Product, and other internal teams to support successful client outcomes.
  

• Be a member of an innovative and industry leading financial technology and solutions 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