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Wealth Solutions Consultant

2 months ago

Denver, United States Yodlee Full time

Envestnet is seeking a passionate and talented Wealth Solutions Consultant to join our Sales team. This position is expected to report to our Berwyn, Denver, or Chicago office on a hybrid schedule. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on. Job Summary: The Wealth Solutions 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, UMA or Exchange account 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 relationships with the sales operations team for region performance tracking and Salesforce reporting Partner closely with business development 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. 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 About Us: Envestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back-office needs while leveraging our platform to grow their businesses and expand client relationships. We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company. Why Choose Envestnet: Be a member of a leading financial services and products innovation 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 Work on global projects with diverse, energetic, team members who respect each other and celebrate differences. Salary: The annual base salary range for this position is $65,000 to $110,000. This position is eligible for a variable pay based on a sales incentive plan. Envestnet is an Equal Opportunity Employer. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). #LI-RT1 #J-18808-Ljbffr