Envestnet, Inc. empowers wealth management through innovative technology and comprehensive solutions, serving over 110,000 advisors and transforming financial advice delivery for 25 years.
Berwyn, Pennsylvania
Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
Hybride · Canada
The WealthTech Consulting Director will work directly with financial advisors to increase sales and platform adoption of Envestnet’s WealthTech offerings. This includes consulting with advisors, promoting solutions, and developing best practices for their businesses.