Proposal Desk Specialist in Berwyn, PA, United States
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Proposal Desk Specialist
Location: Berwyn, PA, United States
Date Posted: May 13, 2026
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Description
Job Location
The primary work location for this role is Berwyn with a hybrid work model.
About Envestnet
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.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team Youll Join
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 Envestnets 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.
How Youll Contribute
The Proposal Desk Specialist role acts as internal operational and sales support for Envestnets 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.
What Youll Need to Bring
Why Youll Enjoy Working at Envestnet
Help shape the future of WealthTech. At Envestnet youll gain hands-on experience and collaborate with some of the industrys brightest minds to deliver meaningful, innovative solutions that make a real difference.
We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewardsbecause your contributions should drive both business success and your own personal growth. If youre looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.
The opportunity is now!
Sponsorship
This position is not open to candidates requiring visa sponsorship
Our Investment in You
At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.
We provide a comprehensive suite of benefits - subject to Envestnets plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
Our Commitment to Inclusion & Belonging
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.
Recruitment Fraud
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
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