Regional Consultant

Summary

Envestnet is an adaptive WealthTech company redefining the future of wealth management. The Regional Consultant will support the growth and adoption of Envestnet’s Managed Accounts platform by driving revenue growth through relationships with financial advisors and advisory firms.

Responsibilities

• Responsible for driving revenue growth by acquiring, retaining and expanding relationships with financial advisors and advisory firms
• Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives
• Actively prospects develop pipelines and close new business while expanding existing client relationships
• Collaborate with product, marketing and service teams to deliver tailored solutions and ensure high-quality client experience
• Manages a defined territory or smaller advisor segment and executes territory coverage plans in partnership with the Regional Director to accelerate Managed Account adoption and sales
• Manages a portfolio of potential advisors with accountability for sales activity, revenue contribution, advisor engagement, and pipeline growth
• Executes outbound prospecting, qualifies leads, and supports advisor meetings by coordinating with Regional Directors and Senior Account Executives
• Delivers compelling product demonstrations and articulates tailored value propositions
• Advances opportunities through the sales pipeline, from initial contact to close, while supporting deal progression and follow-up
• Identifies and executes cross-sell and upsell opportunities within existing accounts
• Distributes and consults on PMC investment solutions and Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and strategist offerings
• Partners with Marketing, Training, and Sales colleagues on lead generation campaigns, event follow-up, and development of advisor-facing materials
• Collaborates with internal teams to ensure exceptional client experience and retention
• Builds strong relationships with key decision-makers at advisory firms
• Maintains disciplined CRM documentation of advisor engagement, pipeline activity, and territory execution
• Represents Envestnet at advisor events, conferences, and industry meetings
• Monitors industry trends and competitor activity, sharing insights with internal partners to inform territory execution
• Meets or exceeds individual sales targets and maintains accurate pipeline forecasting
• Ensures compliance with Envestnet’s policies, internal controls, and regulatory requirements

Skills

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences
• Financial services experience, preferably in advisory platform or asset management sales
• Bachelor's degree in finance, Business Administration, or related field (or equivalent experience)
• Strong understanding of the advisory business model, portfolio construction, and financial planning process
• Experience managing a territory, supporting sales strategy, and achieving quota
• Excellent organizational, presentation, and communication skills
• Ability to build strong relationships across advisors, colleagues, and cross-functional teams
• Agile, solutions-oriented mindset with ability to execute against territory objectives
• Ability to travel up to 25% (100% in-field engagement within assigned territory)

Qualifications

Must Haves

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences
• Financial services experience, preferably in advisory platform or asset management sales
• Bachelor's degree in finance, Business Administration, or related field (or equivalent experience)
• Strong understanding of the advisory business model, portfolio construction, and financial planning process
• Experience managing a territory, supporting sales strategy, and achieving quota
• Excellent organizational, presentation, and communication skills
• Ability to build strong relationships across advisors, colleagues, and cross-functional teams
• Agile, solutions-oriented mindset with ability to execute against territory objectives
• Ability to travel up to 25% (100% in-field engagement within assigned territory)

Benefits

• Medical insurance
• Paid time off (PTO)
• 401k company match
• Paid parental leave
• Education reimbursement
• Disability coverage
• Mental health & wellness support