Platform Consultant; Envestnet MAA

Platform Consultant serves as a subject matter expert and independent contributor
, responsible for delivering consulting engagements, developing educational content, and driving platform adoption across advisors and internal teams. This role operates with a high degree of autonomy and plays a key role in translating platform capabilities into practical, advisor-facing solutions.

The Platform Consultant contributes in the following ways:

• Develop intermediate to advanced platform expertise and apply it to advisor engagements
• Independently deliver consulting, training, and webinars
• Create and maintain educational content and enablement materials
• Collaborate across departments and act as a liaison between teams
• Support adoption initiatives and improve platform utilization and outcomes

• Develop and maintain strong proficiency in My Advice Architect (MAA), including both core functionality and advanced features
• Understand key business workflows for advisory-based business and how to optimize them within MAA
• Analyze platform usage trends and identify opportunities to improve advisor efficiency and adoption
• Investigate and help resolve MAA platform issues, identifying root causes and recommending solutions
• Partner with platform vendors and internal teams to relay feedback, track defects, and support enhancements
• Create and deliver webinars, training sessions, and educational content for the MAA platform
• Develop new training programs and webinar presentations aligned to advisor needs
• Review and improve existing content for accuracy, completeness, and usability
• Align content with best practices, business workflows, and adoption goals
• Collaborate with internal teams (Training, Marketing, Compliance, Service) to develop and distribute content

• Conduct 1:1 consults with advisors on fundamental and intermediate MAA topics
• Deliver channel trainings, webinars, and conference sessions to support adoption
• Assess advisor usage and recommend improvements to increase productivity and satisfaction
• Document advisor engagements accurately in Salesforce CRM
• Contribute to development of consulting frameworks, assessments, and delivery materials

• Take ownership of assigned projects and initiatives, ensuring timely and high-quality completion
• Participate in platform roadmap discussions, release readiness, and adoption efforts
• Support rollout of MAA enhancements through training, communications, and collateral
• Act as a liaison across departments to coordinate efforts and ensure alignment

• 3–5 years of experience in financial services technology, consulting, or platform-related roles
• 1-2 years of hands‑on usage of the MAA (Envestnet) platform
• Demonstrated ability to work independently and take initiative
• Understanding of key MAA workflows (model building, proposal creation, account servicing, trading and reporting)
• Effective communication skills with both technical and non-technical stakeholders
• Ability to manage multiple priorities and deliver high-quality work consistently
• Collaborative mindset and ability to work across teams
• Analytical thinking and problem‑solving capabilities
• Commitment to continuous learning and staying current on platform capabilities