Wealth Solutions Consultant (Remote/Hybrid)

Envestnet

Chesterbrook (PA)

Hybrid

USD 74,000 - 99,000

Full time

14 days+

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Benefits offered by this job

401k match

Medical insurance

Education reimbursement

PTO

Job summary

Envestnet is seeking a Wealth Solutions professional to drive adoption of investment solutions across advisor, RIA and institutional clients, aligning portfolios with client objectives. You will partner 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

Qualifications

Bachelor's degree in Finance, Economics, Business, or related field, or equivalent combination of education and experience.
1-3+ years of experience in wealth management, investment consulting, financial services, or advisor-facing support roles.
CFA Level I candidate or above.

Responsibilities

Drive adoption, growth and implementation of investment solutions across financial advisor, RIA and institutional client segments.
Partner 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.