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   

Responsible for driving revenue growth by acquiring, retaining and expanding relationships with financial advisors and advisory firms. Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives. Actively prospects, develop pipelines and closes new business while expanding existing client relationships. Collaborate with product, marketing and service teams to deliver tailored solutions and ensure a high-quality client experience.

• Manages large, high-value advisor relationships and complex sales opportunities.
• Owns and executes on a national or highly complex book of business with significant revenue responsibility.
• Serves as a trusted advisor for C-level and executive stakeholders within client organizations.
• Leads highly complex conversion opportunities including multi-product or program engagements.
• Helps shapes sales strategy through market insight, competitive intelligence and client feedback.
• Influences internal stakeholders on product direction, pricing strategy and client solutions.
• Consistently meets or exceeds sales goals and drives long-term growth initiatives.
• Leads and directs regional team strategy around sales pipeline development and management.
• Serve as a subject matter expert on Envestnet platform capabilities, including managed account programs, advisor solutions, operational workflows, and wealth management technology offerings, providing guidance to advisors and internal stakeholders on platform best practices.
• Consult with advisory firms to evaluate business models, identify opportunities to improve operational efficiency, and recommend technology-enabled solutions that enhance advisor productivity, scalability, and client outcomes.
• Partner with advisors to increase adoption of platform solutions by supporting platform utilization strategies, sharing best practices, and identifying opportunities to expand usage across their businesses.
• Collaborate with asset management partners and cross-functional internal teams to promote solution adoption, support client transitions, and drive successful implementation of strategic initiatives.
• Lead educational sessions, workshops, and training opportunities for advisors, helping firms maximize the value of Envestnet's technology, managed account solutions, and practice management resources.
• Maintain current knowledge of industry trends, competitor offerings, emerging technologies, and evolving advisor needs to provide informed recommendations and support strategic growth initiatives.
• Represent Envestnet at industry conferences, educational events, and client-facing engagements while fostering awareness of the firm's capabilities and strengthening relationships across the advisor community.

What You’ll Need to Bring  

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• 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
• 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 careers@envestnet.com 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. 

#LI-RT1 #LI-REMOTE