Wealth Sales Consultant

Envestnet is seeking a Wealth Sales Consultant to join our Sales department. This is a hybrid role, with in-office work required at either our Denver, CO, Berwyn, PA or Chicago, IL office location.

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 Wealth Sales Consultant converts prospects to platform users in assigned region, activating and growing advisors. Provides high-touch sales support to drive assets and adoption of Financial Wellness Solutions. Responsible for lead qualification and follow-up.

Job Responsibilities:

• Identify, profile, and engage advisors to open their first PMC, FSP, SMA, or UMA accounts
  
• Provide high-touch sales support to drive assets, increasing number of AUM accounts on platform
  
• Drive adoption of Financial Wellness Solutions
  
• Deliver large group and one-on-one virtual training and education presentations
  
• Act as liaison between advisor and ENV service teams
  
• Coordinate with money managers to promote outsourced solutions to prospects
  
• Partner with enterprise “in-house” resources to identify and convert prospects
  
• Campaign call outs, lead generation, and lead vetting for regional team
  
• Manage and direct hotline calls
  
• Partner with marketing for content and messaging
  
• Collaborate with the sales enablement team for sales training content curation and scripting
  
• Foster productive working relationship with the sales operations team for region performance tracking and Salesforce reporting
  
• Partner closely with Regional Advisor Sales teams to attract new clients that allow advisor interaction
  
• 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: 

• Bachelor’s Degree
  
• 5+ years of experience; prior experience in wholesaling, fee-based consulting, financial advisory, or brokerage necessary
  
• Understanding of Insurance, Lending/Credit, and Retirement Products
  
• Proven Ability to present financial wellness solutions through live phone and WebEx engagements
  
• Excellent communication, presentation and telephone service skills
  
• Proficient in financial services technology and ability to adapt to frequent technology enhancements
  
• Base understanding of the fee-based advisory world, with willingness to learn more
  

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
    

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