Description The application window will close December 31st, 2026.
Job Location The primary work location for this role is our Berwyn, PA, Denver, CO office or Remote with a hybrid or remote work model.
The Team You'll Join You'll join Envestnet's Wealth Solutions team, a group of investment and consulting professionals focused on helping financial advisors deliver better outcomes for their clients. Working closely with advisors, sales partners, and relationship managers, the team provides portfolio insights, investment solution support, and platform expertise to drive advisor success and deepen adoption of Envestnet's solutions.
How You'll Contribute - Drives the adoption, growth and implementation of investment solutions across financial advisor, RIA and institutional client segments.
- Partners with sales teams, relationship managers and advisors to position portfolios, managed accounts, model portfolios and investment products that align with client objectives.
- Provides consulting expertise through portfolio reviews, book-of-business analysis, solution design and platform solution management (PSM) support, including product mapping and model building.
- Builds trusted relationships with clients and internal partners to enhance investment outcomes and increase platform utilization.
- Supports senior team members in positioning Envestnet investment solutions to financial advisors and small firms.
- Builds foundational knowledge of managed accounts, model portfolios and third-party strategist offerings.
- Assists in creating investment proposals, performance reports and pitch materials tailored to advisor's needs.
- Participate in client and prospect meetings, helping explain product features, investment philosophy and platform capabilities.
- Prepare follow-up notes, action items and next steps after client meetings.
- Tracks sales activity, updates CRM system and ensures timely follow-up on leads, proposals and service requests.
- Monitors market trends and product updates to continuously build investment acumen.
- Ensures all sales activities and communications comply with regulatory requirements and Envestnet policies.
- Conducts firm configuration reviews and current portfolio analysis to inform solution design and out bounding efforts.
- Provides PSM support, including product mapping and model building on the platform.
- Delivers advisor/client presentations and manages case follow-up to support ongoing service.
- Responds to ad-hoc troubleshooting requests and provides email follow-up support to advisors.
- Provides CC sales support and tracks activity in Salesforce.
What You'll Need to Bring - Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
Nice-to-Haves - CFA Level I candidate or above
- Prior experience working with financial advisors
- Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent combination of education and experience.
- 1-3+ years of experience in wealth management, investment consulting, financial services, or advisor-facing support roles.
Sponsorship This position is not open to candidates requiring visa sponsorship
Our Investment in You This role offers a base salary range of $74,000 to $99,100. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.
We provide a comprehensive suite of benefits - subject to Envestnet's 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.
