Become a central figure in WealthTech as the Consulting Director at Envestnet. This hybrid role based in the Greater Montreal Area focuses on transforming financial advisory practices.
As a key player in the Canadian Advisor Sales & Practice Solutions team, you will partner with financial advisors to enhance platform adoption and drive sales of WealthTech solutions. You will serve as the in-field expert on the Envestnet platform, facilitating the identification of growth opportunities and process improvements.
Key Responsibilities:
• Consult with clients on WealthTech platform enhancements
• Drive adoption of UMA and APM solutions
• Mentor advisors and lead practice-management sessions
• Collaborate with asset management teams for strategic sales
• Monitor industry trends and competitor strategies
Requirements:
• 10+ years in the financial services field
• BA/BS in finance or a related area
• Strong advisory business model expertise
• Proven track re...