WealthTech Consulting Director

The WealthTech Consulting Director role is based in Canada, with the primary work location in the Greater Montreal Area and a remote work model. You will join Envestnet’s Canadian Advisor Sales & Practice Solutions distribution team, working directly with financial advisors to increase sales and adoption of Envestnet’s WealthTech offerings. You will partner with sales, marketing, key accounts and other stakeholders to distribute wealthtech solutions across your territory and support advisor success with tailored solutions and strong client service.

Responsibilities

• Drive revenue growth by acquiring, retaining and expanding relationships with financial advisors and advisory firms. Understand client needs and position technology, managed account solutions and investment offerings to support business objectives.
• Prospect, develop pipelines, close new business, and expand existing client relationships.
• Collaborate with product, marketing and service teams to deliver tailored solutions and ensure a high-quality client experience.
• Manage large, high-value advisor relationships and complex sales opportunities; own and execute a national or highly complex book of business with significant revenue responsibility.
• Serve as a trusted advisor for C-level and executive stakeholders within client organizations.
• Lead highly complex conversion opportunities, including multi-product or program engagements.
• Shape sales strategy through market insight, competitive intelligence and client feedback; influence internal stakeholders on product direction, pricing strategy and client solutions.
• Consistently meet or exceed sales goals and drive long-term growth initiatives.
• Lead and direct 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; provide guidance to advisors and internal stakeholders on 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 platform adoption by supporting 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 to 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.
• Represent Envestnet at industry conferences, educational events and client engagements to raise awareness of the firm’s capabilities and strengthen relationships within the advisor community.

Requirements

• Relevant experience in financial services, preferably in advisory platform or asset management sales; experience working with financial advisors, managing a region and achieving sales quotas is highly desirable.
• BA/BS in finance, business administration or related area, or an equivalent combination of education and experience.
• Strong understanding of the advisory business model and financial planning process.
• Experience developing and executing product and go-to-market strategies within the financial services industry.
• Strong business acumen with excellent organizational, communication and presentation skills.
• Excellent people and management skills to interact with clients, colleagues, cross-functional teams and third parties.
• Agile mindset with the ability to identify and apply win-win solutions in new situations.
• This is a hybrid sales role with travel up to 50%.
• Must be bilingual.

Nice-to-haves:

• CFP or CFA designation is a plus.