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Description
Envestnet is seeking a passionate and talented Investment Product Consultant to join our Sales team. This position is expected to report to one of the following office locations: Berwyn, PA, Chicago, IL, or Denver, CO.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary:
The Investment Product Consultant, a key member of the Solutions distribution team, will be responsible for supporting Envestnet sales organization expand PMC revenue through the promotion and bundling of PMC investment solutions and service. This role will support a regional sales team in an effort to promote and distribute the array of PMC / QRG products and services including identifying the appropriate product offering, pricing model and value proposition for given client segments. The role will work cross-functionally and closely with investment management, product management, sales, and engineering stakeholders to distribute to the marketplace.
The priorities for this position include supporting the Regional Sales Team’s abilities to drive PMC AUM through scheduling, proposal generation, portfolio design and general advisor assistance.
The role requires understanding of asset management business strategy, product distribution strategies and the intersection of investment management with wealth management and financial planning.
Job Responsibilities:
Required Qualifications:
About Us:
Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
Salary:
The annual base salary range for this position is $70,000 to $115,000.
This position is eligible for a variable pay based on a sales incentive plan.
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
#LI-RT1
Full Time
Insurance
$145k-179k (estimate)
05/02/2024
07/01/2024
envestnet.com
CHICAGO, IL
3,000 - 7,500
2015
BABU SLVADASAN
$500M - $1B
Insurance
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