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Hybrid Proposal Specialist - Wealth Sales Enablement
Job in
Berwyn, Chester County, Pennsylvania, 19312, USA
Listed on 2026-05-18
Listing for:
Envestnet
Full Time
position Listed on 2026-05-18
Job specializations:
-
Sales
Sales Consultant, Sales Analyst
Job Description & How to Apply Below
Envestnet, based in Berwyn, is seeking a Proposal Desk Specialist to support Advisor Sales and High Net Worth Consulting teams. This role combines operational and sales support, crucial for proposal creation and delivery, facilitating access to Envestnet capabilities for clients. Ideal candidates will hold a Bachelor's degree and possess strong organization skills. This position requires working in-office four days a week, with opportunities for growth into sales-oriented responsibilities.
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