Business Development Associate - RIA – Envestnet – Jobs in Berwyn, PA | OpenJobs AI

Job Details

Overview Company

Business Development Associate - RIA

Envestnet

2 days ago

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OnsiteFull-timeMid

Summary

Envestnet is seeking a Business Development Associate - RIA to join their Sales department in Berwyn, PA. The role involves partnering with the Business Development Director to identify, source, qualify, and develop new sales opportunities within a defined territory.

About the Role

As a Business Development Associate - RIA, you will support Business Development Directors and Consultants with lead qualification and administration, ensuring strong coordination across the sales process. Your responsibilities will include supporting outbound sales and marketing campaigns, driving qualified leads through proactive prospect engagement, and helping to expand relationships with existing advisor clients. You will play a key role in managing the early stages of the sales process, coordinating outreach activities, and maintaining a healthy pipeline of opportunities for the field team.

About You

Required:

Bachelor’s degree in Business, Finance, or a related field.
3–5+ years of inside sales or business development experience, ideally within financial services, wealth management, or fintech.
Strong communication and presentation skills, with a confident phone presence and ability to engage senior advisor audiences.
Collaborative team player with a growth mindset and a passion for generating new business opportunities.
Proven ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment.
Highly motivated, results-oriented, and eager to learn and advance within a sales organization.
Proficiency in Microsoft Office and CRM platforms (preferably Salesforce).
Demonstrated work ethic, initiative, and professional integrity.

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