Investment Expert

7 days ago

Chicago, Illinois, United States Envestnet Full time
Investment Specialist Role

Envestnet is seeking a highly skilled Investment Specialist to join our Sales team. This position will be based in one of our offices in Berwyn, PA, Denver, CO, or Raleigh, NC.

About Envestnet

We are a leading provider of technology-enabled investment and practice management solutions to financial advisors. Our platform addresses the front, middle, and back-office needs of financial advisors, enabling them to grow their businesses and expand client relationships.

Job Summary

The Investment Specialist will work alongside a Senior Investment Specialist to engage with RIA and BD advisors as an investment expert. The role will involve promoting PMC High Net Worth Solutions to advisors, servicing existing clients, and serving as an advisor liaison to PMC Investment Management & Research.

Key Responsibilities
  • Promotion of PMC High Net Worth Solutions
    • Partner with Senior Investment Specialist to help advisors create sophisticated investment proposals for cases in excess of $1M.
    • Serve as a deep subject matter expert on all aspects of PMC's Private Wealth Consulting and Custom Case Consulting investment offerings.
    • Incorporate Direct Indexing, IMPACT portfolios, and Tax Overlay as applicable.
  • Servicing of PMC High Net Worth Solutions
    • Partner with Senior Investment Specialist to provide an ongoing white glove advisor experience for the PMC Private Wealth Consulting business line.
    • PMC Private Wealth Consulting is a fully outsourced service that includes PMC discretionary trading within a customized portfolio design and ongoing implementation for larger client relationships.
  • Advisor Liaison to PMC Investment Management & Research
    • Maintain a deep understanding of PMC's Capital Markets Assumptions and Asset Class Portfolios Construction Methodologies.
    • Stay current on PMC's best third-party research ideas across Separately Managed Accounts, Mutual Funds, and Fund Strategist Portfolios.
  • Adherence to Envestnet Policies
    • Adhere to and apply Envestnet legal, compliance, risk, business continuity, and administrative policy within the role and department(s).
Requirements
  • Bachelor's degree in business, finance, or a related field of study.
  • CFA Level 1 or 2 candidates preferred.
  • 4-10 years of experience in the financial services industry with at least 3 years in client contact capacity.
  • Commitment to provide positive client experience and reinforce PMC's image as a financial services provider.
  • Possess ability to position to advisors a complex and diverse set of investment products.
  • Highly organized with a strong attention to detail.
  • Effective and concise communicator, both verbal and written.
  • Possess ability to prioritize and maintain multiple client requests.
  • Make decisions and implement solutions based on a thorough understanding of the capital markets, the Envestnet platform's products, and investment processes.
About the Opportunity

We offer a highly competitive compensation and benefits package, as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company. Our team members enjoy a dynamic work environment, unlimited snacks, and the opportunity to work on global projects with diverse, energetic, and respectful team members.

This position is eligible for a variable pay based on a sales incentive plan. Envestnet is an Equal Opportunity Employer.

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