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Envestnet · 2 weeks ago

Regional Sales Consultant

All, MO

Full-time

Hybrid

Mid, Senior Level

$86K/yr - $115K/yr

5+ years exp

Envestnet is transforming the way financial advice is delivered through its connected technology and asset management solutions. The Regional Sales Consultant will support the growth of Envestnet’s Managed Accounts platform by engaging with financial advisors, executing territory strategies, and driving sales activity.

Financial ServicesFinTechWealth Management

Responsibilities

Execute territory coverage plans in partnership with the Regional Director to accelerate Managed Account adoption and sales

Manage a portfolio of potential advisors with accountability for sales activity, revenue contribution, and pipeline growth

Support outbound engagement, advisor meetings, and deal progression by coordinating with Regional Directors and Senior Account Executives

Distribute and consult on PMC investment solutions and Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and strategist offerings

Collaborate with marketing, training, and sales colleagues to generate leads, develop materials, and follow up on campaigns and events

Maintain disciplined pipeline management and documentation of advisor engagement in CRM

Represent Envestnet at advisor events, conferences, and industry meetings

Monitor industry trends and competitor activity; share insights with internal partners to inform territory execution

Ensure compliance with Envestnet’s policies, internal controls, and regulatory requirements

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

Financial services experienceAdvisory business modelSales strategy managementBachelor’s degreeAgile mindsetOrganizational skillsPresentation skillsCommunication skillsRelationship building