Regional Consultant
Envestnet - All, MO
Hiring: Regional Consultant Company: Envestnet Location: All, MO Job Posted Time: 2026-09-03 10:44:17 Employment Type: Remote Target Skills & Keywords : Agile, Financial Planning, Segment, Wealth Management About the job Required Skills: •The application window will close September 30, 2026. •The primary work location for this role is remote work model. •For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com. •Manages a defined territory or smaller advisor segment and executes territory coverage plans in partnership with the Regional Director to accelerate Managed Account adoption and sales. •Manages a portfolio of potential advisors with accountability for sales activity, revenue contribution, advisor engagement, and pipeline growth. •Executes outbound prospecting, qualifies leads, and supports advisor meetings by coordinating with Regional Directors and Senior Account Executives. •Delivers compelling product demonstrations and articulates tailored value propositions. •Advances opportunities through the sales pipeline, from initial contact to close, while supporting deal progression and follow-up. Compensation: •$81,200 - $107,500 / year •Flexible work environment (work from home / hybrid options) •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. •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. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!