- Promotion of PMC High Net Worth Solutions to Advisors – Prospect Level
- Collaborate with Senior Investment Specialist to assist advisors in creating advanced investment proposals for high-value cases based on client needs and advisor preferences
- Act as a subject matter expert on all aspects of PMC's investment offerings
- Utilize Direct Indexing, IMPACT portfolios, and Tax Overlay as necessary
- Servicing of PMC High Net Worth Solutions to Advisors
- Work with Senior Investment Specialist to deliver a top-notch advisor experience for the PMC Private Wealth Consulting business line
- Offer fully outsourced services including PMC discretionary trading and customized portfolio design for major client relationships
- Serve as an Advisor Liaison to PMC Investment Management & Research
- Stay informed about Capital Markets Assumptions and Asset Class Portfolios Construction Methodologies
- Keep updated on the best third-party research ideas related to Separately Managed Accounts, Mutual Funds, and Fund Strategist Portfolios
- Ensure compliance with Envestnet's legal, risk, and administrative policies, and support established business practices.
- Bachelor's degree in business, finance, or related field
- Preference for CFA Level 1 or 2 candidates
- 4-10 years of experience in financial services with at least 3 years in client-facing roles
- Strong organizational skills with keen attention to detail
- Effective verbal and written communication skills
- Ability to manage multiple client requests and prioritize effectively
- Sound decision-making based on solid understanding of capital markets and investment processes
- Work with a leading financial services and products innovation company
- Competitive Compensation/Total Reward Packages including benefits like Health/Dental/Vision, Paid Time Off & Volunteer Time Off, 401K Company Match, Annual Bonus Incentives, Equity, and more
- Engage in global projects with a diverse, enthusiastic team
- Collaborate in the best work locations with unlimited snacks
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Investment Specialist - Chicago, United States - Envestnet
Description
Description
Envestnet, a leading independent provider of technology-enabled investment and practice management solutions, is looking for a passionate and talented Investment Specialist to join their Sales team. This role will be based in either Berwyn, PA, Denver, CO, or Raleigh, NC.
Envestnet is on a mission to revolutionize the delivery of financial advice and wellness. They empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness accessible to all. For the past two decades, they have been dedicated to helping people lead financially intelligent lives. If you enjoy the idea of working in a dynamic Fintech company that feels like a startup environment and where your contributions have a meaningful impact, then keep reading.
Job Summary:
The Investment Specialist will work closely with a Senior Investment Specialist in a specific territory. Responsibilities include engaging with RIA and BD advisors as an investment expert across various PMC investment product types integrated into the Envestnet platform.
Job Responsibilities:
Required Qualifications:
About Us:
Envestnet provides technology-driven investment and practice management solutions to independent financial advisors and firms of all sizes. Their technology caters to advisors' front, middle, and back-office needs, helping them grow their businesses and enhance client relationships.
Envestnet offers a competitive compensation package and the opportunity to work in a fast-growing, entrepreneurial company.
Why Choose Envestnet:
Salary:
The annual base salary range for this position is between $75,000 and $125,000. Additionally, there is a variable pay component based on a sales incentive plan.
Envestnet is an Equal Opportunity Employer.
Envestnet is the umbrella brand for the operating subsidiaries of the publicly traded company Envestnet, Inc. (NYSE: ENV).
