Proposal Desk Specialist
Berwyn, PA · Hybrid
Description Job Location The primary work location for this role is Berwyn with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that ...
Envestnet
60 Envestnet Jobs Hiring Near You
Proposal Desk Specialist
Berwyn, PA · Hybrid
Description Job Location The primary work location for this role is Berwyn with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that ...
Proposal Desk Specialist
Berwyn, PA · Hybrid
Job Location The primary work location for this role is Berwyn with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future ...
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Proposal Desk Specialist
Berwyn, PA · Hybrid
Job Location The primary work location for this role is Berwyn with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future ...
Regional Consultant
Concord, NC · Remote
$81K - $107K/yr
Envestnet is seeking a Regional Consultant to join our Sales department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset ...
Regional Consultant
Concord, NC · Remote
$81K - $107K/yr
Envestnet is seeking a Regional Consultant to join our Sales department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset ...
Senior FP&A Analyst
Berwyn, PA · Hybrid
$82K - $102K/yr
The application window will close September 1st, 2026 Job Location The primary work location for this role is Berwyn, PA with a hybrid work model. About Envestnet Envestnet is an ...
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Senior FP&A Analyst
Berwyn, PA · Hybrid
$82K - $102K/yr
The application window will close September 1st, 2026 Job Location The primary work location for this role is Berwyn, PA with a hybrid work model. About Envestnet Envestnet is an ...
Pricing Governance Manager
Boston, MA · On-site +1
$108K - $135K/yr
Job Location The primary work location for this role is Berwyn, Boston or Raleigh with a hybrid work model or remote for other east coast areas. About Envestnet Envestnet is an ...
Pricing Governance Manager
Boston, MA · On-site +1
$108K - $135K/yr
Job Location The primary work location for this role is Berwyn, Boston or Raleigh with a hybrid work model or remote for other east coast areas. About Envestnet Envestnet is an ...
You will represent the Envestnet brand throughout the candidate journey, delivering an exceptional candidate experience for all candidates. Other responsibilities include: * Create and maintain a ...
You will represent the Envestnet brand throughout the candidate journey, delivering an exceptional candidate experience for all candidates. Other responsibilities include: * Create and maintain a ...
How You 'll Contribute Envestnet is seeking an enthusiastic and talented Business Development Director - RIA to join our RIA team. The Business Development Director is the lead role ...
How You 'll Contribute Envestnet is seeking an enthusiastic and talented Business Development Director - RIA to join our RIA team. The Business Development Director is the lead role ...
Data Analyst II
Berwyn, PA · Hybrid
Envestnet is seeking a Data Analyst II to join our Product department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way ...
Data Analyst II
Berwyn, PA · Hybrid
Envestnet is seeking a Data Analyst II to join our Product department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way ...
Job Location The primary work location for this role is Berwyn with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future ...
Job Location The primary work location for this role is Berwyn with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future ...
This team operates at the center of Envestnet's client engagement model, partnering closely with Financial Advisor (FA) Sales, Product, Marketing, and Client Success to deliver coordinated ...
This team operates at the center of Envestnet's client engagement model, partnering closely with Financial Advisor (FA) Sales, Product, Marketing, and Client Success to deliver coordinated ...
Job Location The primary work location for this role is a remote work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future of wealth ...
Job Location The primary work location for this role is a remote work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future of wealth ...
Senior Accountant
Littleton, CO · Hybrid
$74K - $93K/yr
Job Location The primary work location for this role is Denver, CO with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the ...
Senior Accountant
Littleton, CO · Hybrid
$74K - $93K/yr
Job Location The primary work location for this role is Denver, CO with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the ...
Senior DevOps Engineer
Concord, NC · Hybrid
$121K - $155K/yr
Job Location The primary work location for this role is Berwyn with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future ...
Senior DevOps Engineer
Concord, NC · Hybrid
$121K - $155K/yr
Job Location The primary work location for this role is Berwyn with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future ...
Envestnet is seeking a Technical Consultant - Tamarac Reporting to join our Product department. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office ...
Envestnet is seeking a Technical Consultant - Tamarac Reporting to join our Product department. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office ...
Senior Legal Counsel
Chicago, IL · On-site
$143K - $195K/yr
Job Location The primary work location for this role is Chicago, IL, Berwyn, PA, Raleigh, NC, or Boston, MA. About Envestnet Envestnet is an adaptive WealthTech company that ...
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Senior Legal Counsel
Chicago, IL · On-site
$143K - $195K/yr
Job Location The primary work location for this role is Chicago, IL, Berwyn, PA, Raleigh, NC, or Boston, MA. About Envestnet Envestnet is an adaptive WealthTech company that ...
Senior Legal Counsel
$133K - $181K/yr
Job Location The primary work location for this role is Chicago, IL, Berwyn, PA, Raleigh, NC, or Boston, MA. About Envestnet Envestnet is an adaptive WealthTech company that ...
Senior Legal Counsel
$133K - $181K/yr
Job Location The primary work location for this role is Chicago, IL, Berwyn, PA, Raleigh, NC, or Boston, MA. About Envestnet Envestnet is an adaptive WealthTech company that ...
Description Job Location The primary work location for this role is Berwyn with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that ...
Description Job Location The primary work location for this role is Berwyn with a hybrid work model. About Envestnet Envestnet is an adaptive WealthTech company that ...
Description Job Location The primary work location for this role is either Berwyn, Raleigh, or our Powhatan office with a hybrid work model. About Envestnet Envestnet is an ...
Description Job Location The primary work location for this role is either Berwyn, Raleigh, or our Powhatan office with a hybrid work model. About Envestnet Envestnet is an ...
You will represent the Envestnet brand throughout the candidate journey, delivering an exceptional candidate experience for all candidates. Other responsibilities include: * Create and maintain a ...
You will represent the Envestnet brand throughout the candidate journey, delivering an exceptional candidate experience for all candidates. Other responsibilities include: * Create and maintain a ...
Together, they drive adoption of Envestnet's Managed Accounts platform and advanced investment solutions, including direct indexing and overlay strategies, while delivering consultative guidance to ...
Together, they drive adoption of Envestnet's Managed Accounts platform and advanced investment solutions, including direct indexing and overlay strategies, while delivering consultative guidance to ...
Envestnet Jobs Information
What is it like to work at Envestnet?
Envestnet is a dynamic and innovative company that prioritizes collaboration, creativity, and customer-centricity, fostering a culture of teamwork and mutual support. The company's structure is designed to encourage open communication and knowledge-sharing among its diverse teams, including software developers, financial advisors, and industry experts, who work together to deliver cutting-edge financial solutions. As a leading provider of financial technology and services, Envestnet offers its employees opportunities to grow professionally, contribute to meaningful projects, and make a positive impact on the financial industry.
What makes Envestnet an attractive place to work?
Envestnet is a leading provider of integrated financial and wealth management technology and services, serving a diverse range of clients across the financial services industry. The company's workplace is characterized by a culture of innovation, collaboration, and teamwork, with opportunities for employees to contribute to the development of cutting-edge solutions and technologies. By joining Envestnet, professionals can gain valuable experience, expand their skill sets, and make a meaningful impact in the financial services sector, driving growth and success for themselves and the company.
What are the most popular titles at Envestnet?
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Full-time
Medical, Retirement, PTO
Posted 16 days ago
Job description
Description
Job Location
The primary work location for this role is Berwyn with a hybrid work model.
About Envestnet
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
The Proposal Desk Specialist will join the Wealth Sales organization, supporting Advisor Sales, RIA, and High Net Worth Consulting partners as part of the Advisory and High Net Worth Sales territory model. This team functions as a critical operational and sales enablement group, responsible for translating complex client needs into high‑quality, timely proposals across Envestnet’s platform capabilities. The Proposal Desk partners closely with sales leadership and cross‑functional teams to support proposal construction, UMA model workflows, custom and high‑net‑worth cases, and client‑specific solutions. Through direct involvement in proposal delivery, pipeline management, and regional sales campaigns, the team plays a key role in driving sales execution while offering exposure and potential growth into sales‑oriented responsibilities.
How You’ll Contribute
The Proposal Desk Specialist role acts as internal operational and sales support for Envestnet’s Advisor Sales, RIA, and High Net Worth Consulting 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 Principal Director, Advisor Sales and Wealth Consulting.
- Thoroughly learn, understand, and present all Envestnet Platform Proposal Capabilities for outsourced products and ensure effective and efficient delivery of proposals to existing and prospective clients.
- Construct proposal requests through the Envestnet Platform proposal tool.
- Proficiency in UMA Model Building and proposal workflows for program and product types including Fund Strategist Portfolios, Separately Managed Accounts, Unified Managed Accounts, and Custom Case.
- Responsible understanding, transcribing, and submitting cost basis reports for Portfolio Asset Transition Summary (PATS) analysis for cases where customized tax management is required.
- Research and respond to inbound client requests for proposals, product availability, literature, and other supporting documentation.
- Identify, resolve, or refer service issues, sales opportunities, and Custom Case or High Net Worth cases to the appropriate internal teams or external partners.
- Participate in regional sales campaigns through outbound call and email activity as directed by Regional, Advisor Sales, and RIA leadership.
- Maintain and update sales pipeline and closed sales in Salesforce and follow up as needed with sales partners and clients.
What You’ll Need to Bring
- Bachelor’s degree in business, finance, or related field of study
- 0-2 years of experience in the financial services industry
- Strong written and verbal communication skills
- Proven ability to self-manage, with strong organization skills and attention to detail
- This position requires in-office work four days per week
Why You’ll Enjoy Working at Envestnet
Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.
We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.
The opportunity is now!
Sponsorship
This position is not open to candidates requiring visa sponsorship
Our Investment in You
At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.
We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
Our Commitment to Inclusion & Belonging
Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.
We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.
Recruitment Fraud
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.