Summary
Overview
Work History
Education
Skills
Timeline
Generic

Vincent Weltz

Doylestown,PA

Summary

Specific competencies include: Highly effective in developing and maintaining relationships In-depth knowledge of investment products and the asset management industry Excellent communication skills, both verbal and written Demonstrated ability to communicate technical concepts and processes Exceptional capacity for developing strong working relationships throughout an organization Strong analytical and organizational skills and extreme attention to detail Strategic Key Account Director known for unparalleled productivity and efficiency in task completion. Possess strong skills in relationship building, strategic planning, and negotiation that drive client satisfaction and retention. Excel in communication, problem-solving, and adaptability, ensuring seamless collaboration with both internal teams and external partners.

Overview

10
10
years of professional experience

Work History

Key Account Director

ENVESTNET, INC
Berwyn, PA
09.2024 - Current
  • Created and maintained strong relationships with customers to ensure their needs were met on a regular basis.
  • Conducted in-depth analysis of customer data to identify trends and develop appropriate action plans.
  • Managed the negotiation process for contracts with key clients, ensuring successful outcomes.
  • Provided direction and guidance to account managers regarding client management activities.
  • Collaborated with marketing team to create comprehensive promotional plans for key accounts.

Associate Vice President Client Experience

ENVESTNET, INC
Berwyn, PA
07.2022 - 09.2024
  • Provide exceptional service and support by acting as primary day-to-day relationship contact for the firm’s top enterprise clients
  • Act as a client advocate to resolve issues for home office clients, including tracking and resolving high priority issues and escalated concerns
  • Lead and manage projects and client initiatives by coordinating across all functional departments within Envestnet
  • Serve as escalation point for unresolved issues/trends, engaging the entire organization as needed to develop and deliver solutions to clients
  • Assist enterprise clients with establishment and maintenance of billing grids, investment products, entitlements, and configurations on the Envestnet Platform
  • Identify gaps and opportunities to provide value; develop and implement creative solutions to complex problems, streamlining processes to achieve goals in effective ways

Client Experience Service Manager

ENVESTNET, INC
Berwyn, PA
01.2021 - 07.2022
  • Provide superior client support while establishing and maintaining relationships for Envestnet’s Institutional clients
  • Own the relationship between Envestnet and two large institutional clients
  • Host weekly internal and external conference calls to unify efforts

Senior Institutional Client Service Specialist

ENVESTNET, INC
Berwyn, PA
05.2019 - 01.2021
  • Promoted into the Senior role of a large department in roughly one year
  • Identified an internal gap in communication between ICS and Recon and created and host a weekly call between the two groups to maintain internal relationship
  • Assist other specialists and new employees with training and answer any questions they may have
  • Worked directly with management to help create a new training program for ICS specialists
  • Hosted external calls for clients when needed

Envestnet Institutional Client Service Specialist

ENVESTNET, INC
Berwyn, PA
02.2018 - 05.2019
  • Establish and manage relationships with large clients and provides optimal service support
  • Review trade execution trails to explain rebalancing logic on specific trades generated by advisors
  • Research and resolution on trade execution, including unexecuted, untimely, pending, and rejected trades
  • Oversee quality assurance of trade execution and trade error analysis
  • Researches billing, reconciliation and trading on accounts for clients

Pershing Managed Investments

Bank of New York Mellon
King of Prussia, PA
01.2017 - 02.2018
  • Back Office Quality Assurance that demands extensive attention to detail
  • Hands on daily experience with NetX360 and APL
  • Worked within a variety of account types such as UMA, SMA, and Wrap

BNY Mellon Asset Servicing

Bank of New York Mellon
King of Prussia, PA
08.2014 - 01.2017
  • Provided call center assistance shareholders and financial representatives with any and all customer service needs
  • Requires a basic knowledge of income tax law and investment procedures
  • Worked with a large number of people from a variety of backgrounds
  • Requires constant teamwork
  • Established a base knowledge of mutual fund policy and procedures

Education

Hybrid MBA -

Lasalle University
12-2024

BA - Communications, Sociology

Penn State University
01.2014

Skills

  • Account strategy
  • Customer rapport
  • Business strategies
  • Account presentations
  • Team Leadership
  • Problem-solving abilities
  • Customer Relationship Management

Timeline

Key Account Director

ENVESTNET, INC
09.2024 - Current

Associate Vice President Client Experience

ENVESTNET, INC
07.2022 - 09.2024

Client Experience Service Manager

ENVESTNET, INC
01.2021 - 07.2022

Senior Institutional Client Service Specialist

ENVESTNET, INC
05.2019 - 01.2021

Envestnet Institutional Client Service Specialist

ENVESTNET, INC
02.2018 - 05.2019

Pershing Managed Investments

Bank of New York Mellon
01.2017 - 02.2018

BNY Mellon Asset Servicing

Bank of New York Mellon
08.2014 - 01.2017

Hybrid MBA -

Lasalle University

BA - Communications, Sociology

Penn State University
Vincent Weltz