Scott Opper
About Scott Opper
Scott Opper serves as the Director of Client Engagement at Creative Planning, where he has worked since 2024. He previously held various leadership roles at Envestnet, Inc., contributing significantly to asset flow growth and the development of key programs.
Work at Creative Planning
Scott Opper currently serves as the Director of Client Engagement at Creative Planning. He has been in this role since 2024, working in a hybrid capacity from Oak Brook, Illinois. In this position, he focuses on enhancing client relationships and engagement strategies to improve overall client satisfaction.
Previous Experience at Envestnet, Inc
Before joining Creative Planning, Scott Opper held multiple roles at Envestnet, Inc. He served as Senior Vice President and Director of Internal Sales & Consulting from 2016 to 2021. Following this, he worked as Director of Practice Solutions from 2021 to 2023. During his tenure, he contributed to significant growth in asset flows, increasing from $100 million per month to over $8 billion per month.
Education and Expertise
Scott Opper earned a Bachelor of Arts degree in Economics from the University of Wisconsin-Madison, where he studied from 1996 to 2000. His educational background provides a strong foundation for his expertise in wealth advisory services and client engagement strategies.
Achievements in Wealth Advisory
At Envestnet, Scott played a key role in developing and implementing 'The Essential Advisor' program, which led to a 30% increase in assets under management for its graduates. He has a strong focus on leveraging new technologies to enhance wealth advisory services and improve client satisfaction.
Personal Interests
Outside of his professional career, Scott Opper enjoys engaging in live music, attending comedy shows, and watching documentaries. These interests reflect a well-rounded personality and a commitment to maintaining a balanced life beyond the financial sector.