Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Chicago, IL office.
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 Investment Specialist is responsible for working alongside a territory based Senior Investment Specialist and will be engaging RIA and BD advisors as an investment expert across multiple PMC investment product types and proprietary investment processes that are integrated into the Envestnet platform
Job Responsibilities:
Required Qualifications:
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:
Salary:
The annual base salary range for this position is $75,000 to $125,000.
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).
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Envestnet is on the lookout for an enthusiastic and skilled Investment Specialist to join our sales team in one of our fantastic locations like Berwyn, PA, Denver, CO, or Chicago, IL. If you're passionate about transforming financial services and making a meaningful impact, then this role is a wonderful opportunity for you. In this position, you'll partner up with a Senior Investment Specialist to engage with Registered Investment Advisors (RIAs) and Broker-Dealers (BDs) as you showcase your expertise across various PMC investment products. Your days will involve creating sophisticated investment proposals tailored to client needs, delving into private wealth consulting, and providing that high-touch 'white glove' experience that keeps advisors coming back. Your insights into capital markets and investment processes will play a crucial role as you navigate a fast-paced Fintech environment packed with excitement and growth. At Envestnet, you're not just filling a position; you're becoming part of a mission to deliver financial wellness to all. If working in a vibrant start-up-like atmosphere where innovation meets financial intelligence sounds like your dream, then we can’t wait to meet you!
Envestnet, Inc. (NYSE: ENV) 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 ...
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