Join Envestnet as the WealthTech Consulting Director to transform financial advisor practices. This Greater Montreal Area role is primarily remote, facilitating impactful collaboration.
You will be a vital member of the Canadian Advisor Sales & Practice Solutions team, focusing on driving platform adoption and promoting WealthTech solutions to financial advisors. By offering expert insights on UMA and APM programs, you'll help advisors optimize processes for greater success and efficiency.
Key Responsibilities:
• Guide investment advisors on platform efficiency enhancements
• Expand usage of UMA and APM offerings
• Conduct case reviews and provide strategic insights
• Educate partners and internal teams on distribution opportunities
• Analyze emerging industry technologies and trends
Requirements:
• Over 10 years in financial services industry
• BA/BS degree in finance or similar field
• Deep understanding of financial planning processes
• Experience...