WealthTech Consulting Director

Description This job posting is for an existing vacancy. Job Location The primary work location for this role is in the Greater Montreal Area with a remote work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com. The Team You’ll Join The WealthTech Consulting Director, a key member of the Canadian Advisor Sales & Practice Solutions distribution team, will be responsible for working directly with financial advisors to increase sales and platform adoption of Envestnet’s WealthTech offerings. This individual will support, promote and distribute Envestnet WealthTech solutions to advisors across their assigned territory. The selected candidate will partner with other sales team members, marketing, key accounts and other stakeholders to distribute wealthtech solutions to the marketplace. How You’ll Contribute Key tenets for this position will include strategic planning, development and prioritization of wealth-tech distribution opportunities, direct selling through a consultative approach and resolving advisor quandaries. The role requires a deep understanding of the fee-based advisory business, financial wellness solutions and the intersection of investment management with financial technology. Platform Adoption: The candidate will consult with a wide range of investment advisors at ourclient firms who provide wealth management to high net worth and mass affluent clients. Through a consultative approach, the candidate will gain a sound understanding of the advisors’ business models and will be able to identify opportunities to deliver improved processes, efficiencies and revenue by leveraging the full suite of wealthtech services available on the Envestnet platform. Platform Training: The candidate will be the in-field expert on the Envestnet platform including the UMA and APM programs and is expected to have deep knowledge of the investment offering available for Canadian advisors, account management/maintenance, operational processes, and other product offerings and platforms at our client firms. Promotion and Expansion of unified managed account (UMA) and advisor as portfolio manager (APM) solutions: Help advisors build a more scalable, model-based business through the creation and management of UMA and APM models. Identify opportunities to expand outsourced solutions in advisor practices and help facilitate transitions. This will include partnering with asset management sales teams to drive platform usage and adoption. Growing AUM also involves guiding advisors on case review and analysis. Practice Management: Play a critical role in working with advisors to develop best practices as it pertains to their businesses. Drive attendance to sessions delivered by third-party providers, asset managers and Envestnet hosted events. In addition, guide and mentor advisors through various practice management courses. General Responsibilities: Maintain up-to-date knowledge of industry trends, emerging technologies, competitors and strategic relationships/partnerships. Where appropriate, educate, mentor and share knowledge with the organization’s management, internal staff, partners, customers and prospects with regard to the company’s distribution strategy, opportunities and challenges. Collaborate with key stakeholders across Envestnet to develop, inform and ensure buy-in of proposed solutions. Participate in industry events/conferences and maintain well documented records. Help promote and create awareness of Envestnet across Canada. The Candidate must also have the ability to interface effectively with senior field management, home office partners and advisors. What You’ll Need to Bring 10+ years of financial services experience, preferably in advisory platform/asset management sales BA/BS in finance, business administration or related area of study, or equivalent combination of education and experience Strong understanding of the advisory business model and financial planning process Developed and successfully executed product and go-to-market strategies within the financial services industry 10+ years’ experience of working with financial advisors, managing a region and achieving sales quotas Strong business acumen and exceptional organizational, communication and presentation skills Excellent people and management skills to interact with clients, colleagues, cross-functional teams as well as third parties Agile; able to identify and apply appropriate “win-win” solutions even in new situations This is a considered to be a hybrid sales role with travel up to 50% Must be bilingual Nice-to-Haves CFP/CFA designation is a plus. Why You’ll Enjoy Working at Envestnet Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future. The opportunity is now! Sponsorship This position is not open to candidates requiring visa sponsorship Our Investment in You This role offers a wage range of $206,000 to $275,000 CAD. The range listed represents a good-faith estimate of compensation for this position. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), long term disability, life insurance, and more. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Our Commitment to Inclusion & Belonging At Envestnet, we are an equal opportunity employer that believes in maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally. We are also committed to an inclusive, barrier‑free recruitment and selection process. If you require accommodation at any stage of the hiring process, please let us know by contacting us at [email protected] and we will work with you to meet your needs. Recruitment Fraud At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.

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.

Candidates must have 10+ years of financial services experience, preferably in advisory platform or asset management sales, along with a strong understanding of the advisory business model. A BA/BS in finance, business administration, or a related area is required.

• Medical Insurance • Paid Time Off • Long Term Disability • Life Insurance

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Services
• Advisory Business Model
• Financial Planning
• Sales Quotas
• Business Acumen
• Organizational Skills
• Communication Skills
• Presentation Skills
• Management Skills
• Consultative Approach
• Investment Management
• Wealth Management
• Practice Management
• Strategic Planning
• Technology Solutions
• Client Relationship Management

• Consulting
• Sales
• Finance & Accounting

Formation minimale

Baccalauréat

Expérience minimale

10+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level