Asset Management Relationship Director - Alternatives – Envestnet – Jobs in Berwyn, PA | OpenJobs AI

Job Details

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Asset Management Relationship Director - Alternatives

Envestnet

21 hours ago

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HybridFull-timeSenior

Summary

Envestnet is seeking an Asset Management Relationship Director - Alternatives to join their Wealth Solutions department in Berwyn, PA. The role focuses on managing and expanding senior level institutional client relationships and driving growth in alternative investment adoption.

About the Role

As an Asset Management Relationship Director - Alternatives, you will partner with strategic partners to understand their business models and market challenges, while delivering actionable solutions. Your responsibilities include leading senior-level relationships, increasing platform assets, hosting client meetings, and coordinating with internal teams to achieve sales and growth goals.

About You

Required:

Bachelor’s degree in Business Administration or related field.
Minimum of 8–10 years of financial services experience.
Demonstrated experience in institutional relationship management, strategic partnerships, sales, or business development.
Proven ability to build, manage, and grow complex client and partner relationships.
Strong strategic, consultative, and analytical skills.
Superior communication, interpersonal, presentation, and listening skills.
Ability to manage multiple priorities, projects, and stakeholders effectively.
Strong organizational, project management, and collaboration skills.

Benefits

Competitive Compensation/Total Reward Packages
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

Envestnet

Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions—backed by industry-leading service and support. Serving the wealth management industry for 25 years with approximately $6.5 trillion in platform assets, Envestnet technology and services are trusted by more than one-third of all financial advisors. Many of the largest U.S. banks, wealth management and brokerage firms, and RIAs depend on Envestnet to help drive business growth and productivity—and deliver better outcomes for their clients. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy

Berwyn, PA