Job Description
Job Location
Greater Montreal Area with a remote work model.
Team Overview
The WealthTech Consulting Director is a key member of the Canadian Advisor Sales & Practice Solutions distribution team. The role involves working directly with financial advisors to increase sales and platform adoption of Envestnet’s WealthTech offerings, supporting, promoting, and distributing solutions across an assigned territory.
Responsibilities
- Provide platform adoption consulting to investment advisors at client firms serving high net‑worth and mass‑affluent clients, identifying opportunities to improve processes, efficiencies, and revenue through the Envestnet platform.
- Serve as the in‑field expert on the Envestnet platform, including the UMA and APM programs, and maintain deep knowledge of Canadian advisory offerings, account management, and operational processes.
- Promote and expand UMA and APM solutions, partnering with asse...