Investment Product Consultant - All, MO

Only for registered members All, MO, United States

4 weeks ago

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Job Summary

The Investment Product Consultant will be responsible for supporting Envestnet sales organization expand PMC revenue through the promotion and bundling of PMC investment solutions and service.
This role will support a regional sales team in an effort to promote and distribute the array of PMC / QRG products and services including identifying the appropriate product offering, pricing model and value proposition for given client segments.
The priorities for this position include supporting the Regional Sales Team's abilities to drive PMC AUM through scheduling, proposal generation, portfolio design and general advisor assistance.
The role requires understanding of asset management business strategy, product distribution strategies and the intersection of investment management with wealth management and financial planning.
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