Envestnet · 17 hours ago
Investment Product Consultant
All, MO
Full-time
Onsite
Mid, Senior Level
$60K/yr - $80K/yr
3+ years expEnvestnet is a leading financial technology and solutions company seeking an Investment Product Consultant to join their Sales department. The role involves supporting the sales organization in expanding PMC revenue through the promotion and distribution of investment solutions, requiring collaboration with various stakeholders and a strong understanding of asset management strategies.
Financial ServicesFinTechWealth Management
Responsibilities
Promotion and Expansion of PMC/QRG Strategies to a broader audience (The primary metric here is driving AUM in PM/QRG products.)
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
Assisting with custom portfolio design for financial advisor’s clients (The primary metric here is driving AUM into PMC HNW channels
Work with advisors to understand case opportunities
Construct custom allocation to meet end clients need based on PMC ACP and research guidelines
Identify opportunities to include QRG/PMC products and capabilities into the custom case end solution set
Assisting with the extension of Tamarac's capability set to include Investment Solutions and Services(The primary metric here is AUM derived revenue and Investment services revenue from the Tamarac Client base.)
Help Distribute and consult on PMC 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
Assisting with New Investment Program / Product Distribution: play a product consulting role in driving new investment programs that package our capabilities to marketplace
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 marketplace
Maintain up-to-date knowledge of industry trends, emerging technologies, competitors, and strategic relationships/partnerships
Assist advisors on custom case design
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
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
Qualification
Required
Bachelor's degree in business, finance, or related field of study, CFA Level 2 candidates preferred
3 - 7 years of experience in the financial services industry with at least 1 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 platforms' products and investment processes
Benefits
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
Company
Envestnet
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
1001-5000 employees
H1B Sponsorship
Envestnet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (38)
2023 (29)
2022 (40)
2021 (49)
2020 (27)
Funding
Current Stage
Public CompanyTotal Funding
$1.42BKey Investors
Impactive CapitalBlackRockKeystone Capital
2024-07-11Acquired
2022-11-15Post Ipo Debt· $575M
2022-03-31Post Ipo Equity· $289.4M
Leadership Team
Chris Todd
Chief Executive Officer
Brandon Thomas
Co-Founder & Chief Information Officer
Recent News
2026-01-11
2026-01-08
Company data provided by crunchbase