Regional Consultant

Description

Envestnet is seeking a Regional Consultant to join our Sales department.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet’s Strategy

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  
  

For more information, please visit www.envestnet.com.

Job Summary

The Regional Consultant is an important member of the Advisor Sales distribution team, responsible for supporting the growth and adoption of Envestnet’s Managed Accounts platform and related solutions. Working as a generalist seller with strong product knowledge, the Regional Consultant partners closely with the Regional Director to execute territory strategy, engage advisors, and deliver practice management resources.

This role is focused on high-touch engagement with financial advisors to drive sales activity, strengthen relationships, and expand platform usage. The Regional Consultant serves as a consultative partner to advisors while coordinating across Envestnet teams to support territory objectives and measurable growth.

Job Responsibilities

• Execute territory coverage plans in partnership with the Regional Director to accelerate Managed Account adoption and sales.
• Manage a portfolio of potential advisors with accountability for sales activity, revenue contribution, and pipeline growth.
• Support outbound engagement, advisor meetings, and deal progression by coordinating with Regional Directors and Senior Account Executives.
• Distribute and consult on PMC investment solutions and Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and strategist offerings.
• Collaborate with marketing, training, and sales colleagues to generate leads, develop materials, and follow up on campaigns and events.
• Maintain disciplined pipeline management and documentation of advisor engagement in CRM.
• Represent Envestnet at advisor events, conferences, and industry meetings.
• Monitor industry trends and competitor activity; share insights with internal partners to inform territory execution.
• Ensure compliance with Envestnet’s policies, internal controls, and regulatory requirements.
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
  
  

Required Qualifications

• 5 years of financial services experience, preferably in advisory platform or asset management sales.
• Bachelor’s degree in Finance, Business Administration, or related field (or equivalent experience).
• Strong understanding of the advisory business model, portfolio construction, and financial planning process.
• Experience managing a territory, supporting sales strategy, and achieving quota.
• Excellent organizational, presentation, and communication skills.
• Ability to build strong relationships across advisors, colleagues, and cross-functional teams.
• Agile, solutions-oriented mindset with ability to execute against territory objectives.
• Ability to travel up to 25% (100% in-field engagement within assigned territory).
  
  

Envestnet

• Be a member of an innovative and industry leading financial technology and solutions company
• Competitive Compensation/Total Reward Packages that include:
• Health Benefits (Health/Dental/Vision)
• Paid Time Off (PTO) & Volunteer Time Off (VTO)
• 401K – Company Match
• Annual Bonus Incentives
• Parental Stipend
• Tuition Reimbursement
• Student Debt Program
• Charitable Match
• Wellness Program
  

Salary

The annual base salary range for this position is $86,000 to $115,000.

This position is eligible for a variable pay based on a sales incentive plan.

Envestnet is an Equal Opportunity Employer.