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Business Development Director
Ria
Posted on 1/25/2023
INACTIVE
Locations
United States
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Responsibilities
  • Act as Lead ENV SME Specialist for Sales Opportunities
  • Grow, develop, and retain RIA assets in your region with Current Clients
  • Promote and Lead adoption and sales of Tamarac Managed Account solutions
  • Increase Advisor wallet share through adoption of Financial Wellness Solutions
  • Manage RIA relationships within your region
  • Manage Renewals in your region for Targeted Large Opportunities (Explores ENV Upsell Opportunities)
  • Drive overall Growth of your territory in conjunction with your POD (Firms, Assets & Revenue)
  • 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
Yodlee

201-500 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
Benefits
  • Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision
  • 401(k) Match
  • On-site Flu Shots
  • On-site Biometrics Screening
  • Employee Assistance Program (EAP)
  • Life Insurance and AD&D
  • Short and Long Term Disability
  • On-site Gym
  • Fully Stocked Kitchen
  • Tuition Reimbursement
  • Employee Referral Bonus
  • Casual Dress Code
  • Mobile Reimbursement