Scott Bayer

About Scott Bayer

Helping advisors add value to their clients by providing quality financial plans with the #1 financial planning software 11 years in a row.

Experience

1. Account Manager

   Envestnet Moneyguide

   Mar 2016 — Present · Richmond, VA, US

   Developed tactical consultative relationships with Financial Advisors (FA), broker dealers, registered investment advisory firms, custodians, technology partners, branch office managers and sales managers to obtain and grow market share of PIEtech products and services• Delivered clear and consultative sales demonstrations and webinars• Partnered with FAs to understand and grow their business; share expertise, knowledge and best practices as it relates to the FA’s business model; profile FAs by asking appropriate questions and provided creative product and service solutions based on profiled needs• Participate/speak at industry and firm conferences, seminars and roundtables to educate and provide information on financial concepts; demonstrate points of product and service differentiation and strategically position PIEtech, Inc. as a long-term partner• Kept abreast of product applications, technical services, market conditions, competitive activities through the reading of pertinent literature• Utilized SalesForce, Meridian-IQ, and partner relationships and other information sources to identify and develop opportunities• Developed and maintained relationships with FA’s, branch office managers, sales managers, appropriate centers of influence who may assist in more broadly educating FA’s• Partnered with other Account Managers and Relationship managers to capitalize on qualified Advisor leads

Education

• Auburn University

  Bachelor of Science (B.S.), Finance, General

  2008 — 2012

Skills

• Management
• Microsoft Office
• Sales
• Photoshop
• Leadership
• Training
• Microsoft Word
• Microsoft Excel
• Powerpoint
• Research