[Remote] Wealth Sales Consultant

Note: The job is a remote job and is open to candidates in USA. Envestnet is transforming the way financial advice is delivered through its connected technology and asset management solutions. The Wealth Sales Consultant plays a key role in driving adoption and growth of Envestnet’s Financial Wellness and Managed Account solutions through proactive inside sales engagement, focusing on converting leads into platform users and nurturing advisor relationships.

Responsibilities

• Lead Generation & Conversion – Qualify, engage, and convert advisors to platform users through outbound calls, digital outreach, and follow-ups on marketing campaigns
• Sales Support & Enablement – Provide consultative product guidance to advisors under $50M AUM, assisting with account setup, onboarding, and expansion of Envestnet programs (PMC, FSP, SMA, UMA, and Exchange)
• Virtual Advisor Engagement – Deliver one-on-one and group web-based product demos, education sessions, and platform training to drive adoption of Financial Wellness Solutions
• Pipeline Management – Maintain an active sales pipeline through Salesforce, documenting all outreach, opportunity progression, and conversion outcomes
• Cross-Team Collaboration – Partner with Regional Directors & Regional Consultants to support field sales efforts and ensure seamless follow-up on qualified leads and campaign activity
• Campaign Execution – Execute outbound calling initiatives, targeted advisor campaigns, and follow-up sequences to drive engagement across assigned territories
• Marketing Alignment – Coordinate with Marketing on campaign messaging, advisor communications, and event follow-up to ensure consistency and strong conversion outcomes
• Service Liaison – Serve as the primary contact for inbound advisor inquiries via hotline and email, routing complex service issues to the appropriate internal teams
• Sales Tools & Reporting – Leverage Salesforce, CRM dashboards, and reporting tools to track activity, measure success, and support sales forecasting
• Compliance & Process Adherence – Ensure all outreach and advisor interactions align with Envestnet’s compliance, risk, and operational standards
• 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

Skills

• Bachelor's degree
• 3–5 years of experience in inside sales, sales support, or advisor engagement within financial services, asset management, or fintech
• Strong understanding of fee-based advisory, managed accounts, or financial wellness solutions
• Excellent communication, presentation, and consultative selling skills via phone and WebEx
• High degree of responsiveness, organization, and CRM proficiency (Salesforce preferred)
• Comfort with sales metrics, campaign management, and pipeline reporting
• Experience supporting external wholesalers or regional sales teams
• Familiarity with RIA, IBD, or enterprise advisory distribution channels
• Exposure to insurance, lending, and retirement product integration

Benefits

• 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

Company Overview

• Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers. It was founded in 1999, and is headquartered in Berwyn, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is http://www.envestnet.com.

Apply tot his job Apply To this Job