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Investment Specialist

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:

  • Promotion of PMC High Net Worth Solutions to Advisors – Prospect Level
    • Partner with Senior Investment Specialist to help advisors create sophisticated investment proposals for cases in excess of 1M based upon perceived target client needs and advisor biases
    • 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 to Advisors
    • 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
  • Serve as an 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 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.
  • As part of the responsibilities for this role, you will 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 in business, finance, or 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 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
    • Equity
    • 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
  • The best work locations with unlimited snacks!

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).

#LI-RT1 #LI-Hybrid

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Average salary estimate

$100000 / YEARLY (est.)
min
max
$75000K
$125000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Investment Specialist, Envestnet

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!

Frequently Asked Questions (FAQs) for Investment Specialist Role at Envestnet
What does an Investment Specialist do at Envestnet?

As an Investment Specialist at Envestnet, you will work closely with Senior Investment Specialists to engage with advisors and help create tailored investment proposals. Your role will involve showcasing Envestnet’s diverse investment products, ensuring a fantastic client experience while guiding advisors through various investment processes.

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What qualifications are needed for the Investment Specialist role at Envestnet?

To qualify for the Investment Specialist position at Envestnet, you'll need a Bachelor’s degree in business, finance, or a related field, along with 4-10 years in the financial services industry. Having CFA Level 1 or 2 candidates is preferred. Experience in a client-facing role is essential for your success.

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What is the typical salary for an Investment Specialist at Envestnet?

The salary range for an Investment Specialist at Envestnet is between $75,000 to $125,000 annually, depending on experience and expertise. Additionally, this position includes variable pay based on a sales incentive plan.

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What benefits does Envestnet offer to Investment Specialists?

Envestnet provides a competitive compensation package for its Investment Specialists, including health benefits, paid time off, a 401K with company match, annual bonuses, and tuition reimbursement among others, ensuring a balanced work-life experience.

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What is the working environment like for the Investment Specialist at Envestnet?

The working environment for an Investment Specialist at Envestnet is energetic and dynamic, resembling a start-up atmosphere. You'll engage in collaborative projects with diverse team members who celebrate differences while focusing on innovative financial solutions.

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How does Envestnet support Investment Specialists in their growth?

Envestnet supports its Investment Specialists through continuous learning opportunities, including training and development programs. With a strong focus on financial technology and client services, you can grow your skills while helping advisors enhance their practices.

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What does the daily workload look like for an Investment Specialist at Envestnet?

On a day-to-day basis, an Investment Specialist at Envestnet will balance client interactions, product demonstrations, proposal developments, and collaboration with Senior Investment Specialists. You'll work on maintaining strong relationships while adapting to the fast-paced financial services landscape.

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Common Interview Questions for Investment Specialist
Can you discuss your experience with high net worth investment solutions?

When answering this question, highlight specific examples of high net worth case studies you have managed, explaining the strategies used and how they benefited the clients. Demonstrating a deep understanding of financial markets and investment products will be crucial.

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How do you prioritize multiple client requests in a fast-paced environment?

Detail your organizational methods, such as utilizing task management tools or techniques you've implemented to maintain clarity and focus. Providing an example of a time you successfully handled competing priorities can illustrate your capabilities.

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What strategies do you use to stay current on capital markets and investment trends?

Talk about how you regularly engage with industry news, participate in financial seminars, and network with other professionals. Mention specific publications, online resources, or platforms you use to stay informed, showing your commitment to ongoing education.

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Describe a time when you had to create a complex investment proposal for a client. How did you approach it?

Provide a detailed example of a complex proposal you developed, outlining the steps taken to understand client needs, market conditions, and investment options. Emphasize teamwork with colleagues and how the outcome positively impacted the client.

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How do you build relationships with financial advisors as an Investment Specialist?

Discuss your approach to relationship-building, such as active listening, consistent communication, and follow-up practices. Providing a specific example of how you transformed an advisor's experience by offering support can be impactful.

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What role does technology play in your investment processes?

Explain your proficiency with financial technology tools and platforms, and how they enhance your ability to provide tailored solutions. Mention specific software you are familiar with or how you leverage technology to improve efficiency.

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How would you explain the value of Direct Indexing to a client?

When addressing this, articulate the benefits of Direct Indexing, including customization for tax strategies, risk management, and potential cost savings. Breaking down complicated concepts into relatable terms can help demonstrate your communication skills.

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What are some challenges you’ve faced in the financial services industry and how did you overcome them?

Identify a specific challenge, how it impacted your work, and the steps you took to overcome it. Focusing on teamwork, communication, or strategic planning can highlight your problem-solving abilities.

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Can you explain how you ensure compliance with legal and risk management regulations?

Discuss your understanding of compliance protocols within the financial services industry. Provide examples of how you have implemented or supported compliance measures in your previous roles to safeguard both the organization and clients.

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What motivates you to work in the financial services industry, particularly at Envestnet?

Share your passion for helping individuals achieve financial wellness, and how Envestnet’s commitment to innovation aligns with your career goals. Personal anecdotes about your journey can lend authenticity and enthusiasm to your response.

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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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