Remote Wealth Solutions Consultant

Envestnet; Denver (CO); Hybrid; USD 74,000 - 99,000; Full time

Benefits offered by this job

Medical insurance

PTO

401k company match

Paid parental leave

Education reimbursement

Disability coverage

Mental health & wellness

Job summary

Envestnet is seeking a Wealth Solutions professional to drive adoption and implementation of investment solutions across financial advisor, RIA and institutional client segments. You will partner with sales, relationship managers and advisors to align portfolios with client objectives and deliver model portfolios and investment products that meet client goals.

You will provide consulting through portfolio reviews, solution design, and platform mapping, building strong client relationships and

Qualifications

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role.

Responsibilities

• 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.

Job description

Envestnet is seeking a Wealth Solutions professional to drive adoption and implementation of investment solutions across financial advisor, RIA and institutional client segments. You will partner with sales, relationship managers and advisors to align portfolios with client objectives and deliver model portfolios and investment products that meet client goals.

You will provide consulting through portfolio reviews, solution design, and platform mapping, building strong client relationships and