- 3 years of experience in the financial services industry with at least 1 years in client contact capacity
-
Consultant, Group Products
2 weeks ago
Lincoln Financial Radnor, United StatesAlternate Locations: Boston, MA (Massachusetts); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania); US All Regions; US Midwest; US Northeast; US Southeast; US Southwest; US West; Work from Home · Work Arrangement: · Hybrid/Flexib ...
-
Investment Product Consultant
6 days ago
Envestnet Berwyn, United States· Envestnet is seeking a passionate and talented Investment Product Consultant to join our Sales team. This position is expected to report to one of the following office locations: Berwyn, PA, Chicago, IL, or Denver, CO. · Envestnet is transforming the way financial advice and ...
-
Fresh Product Consultant
1 week ago
Sapphire Innovations Flourtown, United StatesFollow your heart's desire · EDEKA Simonis is a constantly growing, medium-sized company located in Stuttgart-Zuffenhausen. With two locations, we ensure the supply of our customers on a total of 4400 m2. In September 2023, we will open our new market and offer our customers an ...
-
Consultant, Group Products
4 weeks ago
Lincoln Financial Radnor, United States Full timeAlternate Locations: Boston, MA (Massachusetts); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania); US All Regions; US Midwest; US Northeast; US Southeast; US Southwest; US West; Work from Home · Work Arrangement: · Hybrid/Flexib ...
-
Lead Merchant Services Product Sales Consultant
23 hours ago
WELLS FARGO BANK Philadelphia, United States Full timeAbout this role: · Wells Fargo is seeking a Lead Merchant Services Product Sales Consultant to drive revenue and expand Merchant Services sales. · Strategic sales position responsible for new business development of electronic receivables solutions to Commercial Banking clients. ...
-
Help Desk Analyst
3 weeks ago
Randstad Digital Wayne, United StatesShift is 8:00 AM - 5:00 PM Monday through Friday (additional flex hours can be added during the week to get to 40 hours) - this position is on-site all 5 days NO REMOTE WORK ALLOWED · Job Description · Looking for candidates with 0-2 years of technical support (preferably phone s ...
-
Client Service Representative
4 weeks ago
U.S. Retirement & Benefits Partners Wayne, United StatesCOMPANY OVERVIEW · U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the priv ...
-
Advertising Strategist, Sales Development
3 weeks ago
Comcast Corporation Wayne, PA, United StatesComcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wi ...
-
Senior Software Implementation Project Manager
3 weeks ago
AssetWorks Inc Wayne, United StatesJob Summary: · The Senior Project Manager will lead the execution and delivery of projects within the AssetWorks Professional Services organization. The ideal candidate will have experience in project management for software implementation, business analysis, and change managemen ...
-
Financial Services Sales Representative
2 weeks ago
Lincoln Financial Radnor, United StatesAlternate Locations: Radnor, PA (Pennsylvania) · Work Arrangement: · Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace. · Relocation assistance: is not available for this opportunity. · Requisition #: 72719 · The Role at a Glance · As the ...
-
Technical Lead/Sr. Developer
1 week ago
Lincoln Financial Radnor, United StatesAlternate Locations: Work from Home · Work Arrangement: · Remote : Work at home employee residing outside of a commutable distance to an office location. · Relocation assistance: is not available for this opportunity. · Requisition #: 73183 · The Role at a Glance · We are excite ...
-
Principal Consultant
2 weeks ago
State Street Corporation Berwyn, United StatesServe as subject-matter expert within CRIMS implementation and upgrade projects. Analyze and evaluate requirements while providing product expertise and guidance throughout the project. Ensure the solution meets the clients business needs and that t Consultant, Development, VP, P ...
-
Training to become a commercial specialist
1 week ago
Phoenix Innovations West Conshohocken, United StatesWhat can you achieve with this job in West Conshohocken?Manage the business. In the beginning, you will learn about the daily operations of retail - from purchasing and sales to marketing, as well as consulting, customer service, and proper customer interaction. Additionally, you ...
-
Client Service Associate
2 weeks ago
Envestnet Berwyn, United StatesEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. · Envestnet is transforming the way financial advice and wellness are delivere ...
-
Business Development Director
1 week ago
Envestnet Berwyn, United StatesEnvestnet is seeking a passionate and talented Business Development Director to join our Sales team. This position is expected to report to our Berwyn office. · Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and f ...
-
Overlay Services Operations Specialist
2 weeks ago
Envestnet Berwyn, United StatesEnvestnet is seeking a passionate and talented Overlay Services Operations Specialist to join our Wealth Solutions team. This position is expected to report to our Berwyn, PA office. · Envestnet is transforming the way financial advice and wellness are delivered. Our mission is t ...
-
Middle Office Associate 2
4 weeks ago
State Street Corporation Berwyn, United States OTHERJob Description · Who we are looking for · In this role, you will work with State Street teams from around the globe to support premier investment management clients. You will have immediate responsibility to oversee all day-to-day transactional responsibilities in a fast-paced, ...
-
Regional Sales Manager
3 weeks ago
Magis Capital Partners LL Berwyn, United StatesJob Description · Job DescriptionAbout US · Advisor Credit Exchange, LLC (ACE) is an independent technology firm founded by notable industry innovators. At ACE our mission is to support the full wealth management life cycle. ACE technology is a breakthrough solution that empowers ...
-
Head of Investor Relations
2 weeks ago
Envestnet Berwyn, United StatesEnvestnet is seeking a passionate and talented · Head of Investor Relations · to join our Finance team. This position is expected to report to our Berwyn, PA office. · Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advis ...
-
Director Organization Effectiveness
2 weeks ago
TE Connectivity Berwyn, United StatesDirector Organization Effectiveness & Segment Talent Lead · At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. · ? · JOB OVERVIEW · TE's Talent Management team is responsi ...
Investment Product Consultant - Berwyn, United States - Yodlee
Description
Envestnet is seeking a passionate and talentedInvestment Product Consultant
to join our Sales team.
This position is expected to report to one of the following office locations:
Berwyn, PA, Chicago, IL, or Denver, CO.
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 Product Consultant, a key member of the Solutions distribution team, 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 role will work cross-functionally and closely with investment management, product management, sales, and engineering stakeholders to distribute to the marketplace.
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.
Job 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.
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.
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.
Required Qualifications:
Bachelor's degree in business, finance, or related field of study, CFA Level 2 candidates preferred.
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.
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
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.
Salary:
The annual base salary range for this position is $75,000 to $115,000.
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
#J-18808-Ljbffr
