Investment Product Consultant Director

Sales Full-Time ALL USA, United States ReqID:5978


Envestnet is seeking a passionate and talented Investment Product Consultant Director to join our Sales team. 

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 Product Consultant Director, a key member of the Solutions distribution team, will be responsible for supporting Envestnet sales organization expand PMC revenue through the promotion and bundling of PMC investment solutions and service. This person will work to support, promote and distribution the array of PMC\QRG products and services including identifying the appropriate product offering, pricing model and value proposition for given client segments. The role will work cross-functionally and closely with investment management, product management, sales, and engineering stakeholders to distribute to the market place.

The priorities for this position include strategic planning, development and prioritization of distribution channels, investment program creation / packaging, strong leadership, direct selling and problem resolution. The role requires a deep understanding of asset management business strategy, product distribution strategies and the intersection of investment management with wealth management and financial planning.

Key Responsibilities:

  • Promotion and Expansion of PMC/QRG Strategies to a broader audience
    • Develop, enhance and drive execution of the distribution strategy for PMC/QRG products (both on-platform and off)
    • Identify, evaluate and execute on significant new product distribution opportunities
    • Identify opportunities to bundle QRG / PMC investment solutions in ways that expand our market – for example, the complimentary nature of overlay services and QP index replication. 
    • Act as deep subject matter expert in the sales process for QRG investment strategies and overlay services
  • Extend Tamarac's capability set to include Investment Solutions and Services
    • Help Distribute and consult on PNC products and additional ENV Managed Account capabilities such as…Tax / Impact Overlay in the UMA; Expanded use of QP's as a replacement to current index replication (dual contract) providers and development and promotion of a Small Account Solution for TAM clients - leading to a FSP implementation
    • Working with senior sales management, formulate and manage promotional and sales activities for managed account use among TAM clients
  • New Investment Program / Product Distribution: play a product consulting role in driving new investment programs that package our capabilities to market place. 
    • This may include distribution of Impact investing programs, small account solutions, tax sensitive investing program, etc.
    • Help distribute PMC and other investment solutions to the market place.
    • Close collaboration with other members of the PMC management team and Envestnet executive leadership. 

General Responsibilities:

  • Maintain up-to-date knowledge of industry trends, emerging technologies, competitors, and strategic relationships/partnerships.
  • Where appropriate, educate, mentor, and share knowledge with the organization’s management, internal staff, partners, customers, and prospects with regard to the company’s RIA strategy, opportunities, and challenges.
  • Collaborate with key stakeholders across Tamarac and Envestnet to develop, inform, and ensure buy-in of proposed solutions.
  • Participate in industry events and conferences. 
  • Help to define and maintain quarterly and annual sales goals.

Required Qualifications: 

  • 10+ of financial services experience, preferably in asset management program development for the RIA/Wealth Management space
  • BS/BA in computer science, business administration or related major or equivalent combination of education and experience. A graduate degree in one of these fields is a huge plus.
  • Deep knowledge of the portfolio construction process and how advisors evaluate and deploy investment solutions. CFA designation is a plus.  
  • Strong understanding of the RIA business model and wealth management advice process.
  • Developed and successfully executed product and go-to-market strategies within the Financial Services industry
  • 10+ years experience of direct selling, managing a pipeline and achieving sales quotas
  • Strong business acumen and exceptional organizational, communication and presentation skills
  • Excellent people and management skills to interact with clients, colleagues and cross-functional teams, as well as third parties
  • Willingness to travel up to 50%
  • Agile; able to identify and apply appropriate “win-win” solutions even in new situations, ability to use collaborative approaches in line with business goals and strategy
  • Strong and consistent communication and presentation skills


  • Chartered Financial Analyst Designation
  • Master’s in Business Administration 
  • Chartered Financial Planner Designation

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 $115,000 to $175,000.

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).