Wealth Solutions Architect

Envestnet; Chesterbrook (PA); Hybrid; USD 74,000 - 99,000; Full time

Job summary

Envestnet is seeking a professional to join the Wealth Solutions team to drive adoption of investment solutions for financial advisors, RIAs, and institutions. You will partner with sales, relationship managers, and advisors to design portfolios, build models, and deliver client-focused presentations.

Your experience in wealth management and investment consulting will help you support clients across various segments. The role offers remote/hybrid options and strong career growth opportunities.

Qualifications

• Relevant wealth management/investment consulting experience in financial services or advisor-facing roles.
• Bachelor's degree in Finance, Economics, Business or related field.
• 1–3+ years in wealth management or investment advisory support.
• CFA Level I candidate is a nice-to-have.

Responsibilities

• Drive adoption, growth and implementation of investment solutions across advisor, RIA and institutional clients.
• Partner with sales, relationship managers and advisors to position portfolios and model portfolios.
• Provide consulting through portfolio reviews, solution design and platform support.
• Build trusted client relationships to improve outcomes and platform usage.
• Assist in client meetings and prepare follow-up notes and next steps.
• Track activity in CRM and support timely follow-up on leads and proposals.

Skills

Wealth management

Investment consulting

Financial services

Advisor-facing support

Education

Bachelor's degree in Finance, Economics, Business

CFA Level I candidate

Job description

Envestnet is seeking a professional to join the Wealth Solutions team to drive adoption of investment solutions for financial advisors, RIAs, and institutions. You will partner with sales, relationship managers, and advisors to design portfolios, build models, and deliver client-focused presentations.

Your experience in wealth management and investment consulting will help you support clients across various segments. The role offers remote/hybrid options and strong career growth opportunities.