Investment Specialist

Sales Full-Time Chicago, Illinois Denver, Colorado Berwyn, Pennsylvania ReqID:5955


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 Raleigh, NC 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!


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