Regional Sales Consultant

Sales Full-Time Denver, Colorado ReqID:6043


Envestnet is seeking a passionate and talented Regional Sales Consultant to join our Sales team. This position is expected to report to either our Raleigh, NC or Berwyn, PA 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 Regional Sales Consultant, a key member of the Advisor Sales & Wealth Consulting distribution team, will be responsible for working directly with financial advisors to increase sales and platform adoption of Envestnet's offerings. This individual will work with a Practice Solutions Director to support, promote and distribute Envestnet solutions to advisors across their assigned territory. The selected candidate will partner with other sales team members, marketing, key accounts and other stakeholders to distribute solutions to the marketplace.

Key tenets for this position will include strategic planning, development and prioritization of distribution opportunities, direct selling through a consultative approach and resolving advisor quandaries. The role requires a deep understanding of the fee-based advisory business, financial wellness solutions and the intersection of investment management with financial technology.

Job Responsibilities:

  • Develop, enhance, and execute the distribution plan for Strategist, SMA, and UMA product types within the enterprise channel.
  • Identify opportunities to expand outsourced solutions in advisor practices and help facilitate transitions. This will include partnering with asset management sales teams to drive platform usage and adoption.
  • Help distribute and consult on PMC investment products and additional Envestnet Managed Account capabilities such as; Tax/Values Overlay in the UMA, Quantitative Portfolio direct indexing, and PMC strategist offerings.
  • Introduce and identify opportunities for Envestnet's wide array Solution sand Exchanges to financial advisors. This includes lead generation for Envestnet MoneyGuide Financial Planning software, Workplace Solutions, Insurance Exchange, Credit Exchange, Trust Exchange and future additions.
  • Play a critical role in identifying advisors that would benefit from value added practice management sessions. Drive attendance to sessions delivered by third-party providers, asset managers and Envestnet hosted events. In addition, guide and mentor advisors through various practice management courses.
  • Maintain up-to-date knowledge of industry trends, emerging technologies, competitors and strategic relationships/partnerships. Where appropriate, educate, mentor and share knowledge with the organizations management, internal staff, partners, customers and prospects about the company's distribution strategy, opportunities and challenges.
  • Collaborate with key stakeholders across Envestnet to develop, inform and ensure buy-in of proposed solutions.
  • Participate industry events/conferences and maintain well documented records.
  • 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, understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.

Required Qualifications:

  • 5+ years of financial services experiences, preferably in advisory platform/asset management sales
  • BA/BS in finance, business administration or related area of study, or equivalent combination of education and experience
  • Strong understanding of the advisory business model and financial planning process
  • Developed and successfully executed product and go-to-market strategies within the financial services industry
  • 5+ years experience of working with financial advisors, managing a region and achieving sales quotas
  • Strong business acumen and exceptional organizational, communication and presentation skills
  • Excellent people and management skills to interact with clients, colleagues, cross-functional teams as well as third parties
  • Willingness to travel up to 20%
  • Agile; able to identify and apply appropriate win-win solutions even in new situations

Preferred Qualifications:

  • CFP/CFA designation is a plus
  • Current relationships with financial advisors in Southeast region
  • Live in Eastern Time Zone(Envestnet does not offer relocation expenses)

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.


The annual base salary range for this position is $80,000 to $100,000. 

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).