Proposal Desk Specialist

Job Description The primary work location for this role is Berwyn with a hybrid work model. 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. 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. 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. Responsibilities 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. Qualifications 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. Equal Opportunity Employer 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 [email protected]. 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. #J-18808-Ljbffr Envestnet