Description
Elevate financial advisory practices as a WealthTech Consulting Director with Envestnet. Based in the Greater Montreal Area, this remote role strengthens platform usage and drives sales.
This position within the Canadian Advisor Sales & Practice Solutions team enables you to work closely with financial advisors, promoting Envestnet’s WealthTech offerings. As an expert in the platform, you will consult on process enhancements and operational efficiencies while promoting UMA and APM solutions to boost sales within your territory.
Key Responsibilities:
• Consult with financial advisors on platform adoption
• Promote UMA and APM solutions effectively
• Partner with asset management sales teams to enhance usage
• Mentor advisors through practice-management sessions
• Stay updated on industry trends and technologies
Requirements:
• Minimum 10 years in financial services
• BA/BS in finance or related field
...
This position within the Canadian Advisor Sales & Practice Solutions team enables you to work closely with financial advisors, promoting Envestnet’s WealthTech offerings. As an expert in the platform, you will consult on process enhancements and operational efficiencies while promoting UMA and APM solutions to boost sales within your territory.
Key Responsibilities:
• Consult with financial advisors on platform adoption
• Promote UMA and APM solutions effectively
• Partner with asset management sales teams to enhance usage
• Mentor advisors through practice-management sessions
• Stay updated on industry trends and technologies
Requirements:
• Minimum 10 years in financial services
• BA/BS in finance or related field
...
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