Product Specialist Envestnet
Core
Driving sales growth for Envestnet firms by promoting and educating on the CANVAS direct/custom indexing platform to financial advisors.
Role type
Product Specialist (Sales Support)
Builds
Sales pipelines and client adoption for the CANVAS separately managed accounts (SMA) platform
Domain
Asset Management / Financial Technology
Deliverable
product features
Required skills
Direct indexing sales, asset management, TAMP platform experience, financial advisor relationship management, custom indexing expertise
Preferred skills
Series 66 license, equity investment landscape knowledge, portfolio management, financial planning
Technologies
CANVAS platform
Responsibilities
Provide sales support to Head of Envestnet Retail Sales to raise CANVAS assets, partner with generalist sales teams to generate CANVAS sales, educate internal sales teams and prospects on custom/direct indexing value, develop new advisor relationships and retain existing ones, manage account onboarding and service requests, prepare marketing and education collateral
Seniority
Mid-level, hands-on IC