Full Name
Sarah Bauer
Job Title
Head of Institutional Asset Management Engagement
Company
Envestnet
Speaker Bio
Sarah Bauer serves as the Head of Asset Management Engagement at Envestnet, where she plays a pivotal role in overseeing all asset manager relationships and placements of asset management products on the platform.  In her role, Sarah leads collaborative efforts across various areas of Envestnet to deliver impactful go-to-market strategies that nurture asset manager partnerships.
With a career spanning nearly two decades in the financial industry, Sarah has held various roles that showcase her leadership and strategic acumen.  Most recently at Envestnet, she was a Co-Head of the Strategic Relationship Management team, where she worked closely with the firm’s top enterprises to enhance their platform offerings utilizing Envestnet’s expansive solution set and aligning strategies to help them achieve growth.  Prior to that, she led the Solutions Distribution team and PMC National Accounts.  Sarah serves on the board of MMI and was an active contributor on the FSI Task in 2024.  
Before joining Envestnet, Sarah dedicated 15 years to Symmetry Partners, where she held leadership positions in distribution and marketing. During her tenure at Symmetry, Sarah played a key role in reshaping and expanding their National Accounts team, demonstrating her expertise in building and managing high-performing teams and was a part of the firm’s Executive Committee. 
Sarah Bauer