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Asset Management Relations Director
Confirmed live in the last 24 hours
Locations
Raleigh, NC, USA • Berwyn, PA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Leadership
Management
Salesforce
Requirements
  • Bachelor's degree required
  • 10-15 years of experience supporting managed account platforms and products for intermediary distribution
  • Proven leadership and management experience with direct and indirect resources in various locations levels
  • Motivated self-starter, with an ability to work independently and succeed in a fast-paced, dynamic environment
  • Ability to work comfortably and positively with ambiguity
Responsibilities
  • Overall responsibility for the growth and success of asset manager relationships
  • Effective Utilization of Salesforce to track Activities, maintain Manager Profiles, and manage
  • Pipeline/Opportunities
  • Ability to clearly articulate the value proposition and mission for Financial Wellness to managers distributing through Envestnet, as well as the onboarding requirements/process
  • Ensure managers are aware of the breadth and depth of services offered by Envestnet
  • Increase revenue to Envestnet through sponsorship opportunities and cross-selling of other Envestnet business lines
  • Attract and recruit best-in-class managers for Envestnet's platform
  • Develop and deepen manager relationships by designing a sustainable training and business development infrastructure
  • Advocate internally for third party manager technology enhancements
  • Support other organizational projects and objectives which seek to leverage manager relationships
  • 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