Building strong relationships with investment advisors and financial institutions is key to scaling up high-net-worth (HNW) investment solutions. I am a client-centric wealth management consulting executive who adeptly develops and expands HNW investment solutions. I innovate new products and ...more

Building strong relationships with investment advisors and financial institutions is key to scaling up high-net-worth (HNW) investment solutions. I am a client-centric wealth management consulting executive who adeptly develops and expands HNW investment solutions. I innovate new products and business lines and establish solid relationships with investment advisors and financial institutions. Leveraging cross-functional leadership, I simplify interactions between clients and advisors through standardized investment approaches and portfolio models, facilitating customization at scale. I adopt a consultative style that aligns closely with client needs and objectives to provide personalized investment options. I lead and motivate high-performing teams, providing the support and resources they need to achieve significant results. As the head of advisor sales and wealth consulting at Envestnet, Inc. I craft and execute sales strategies, streamline operations for enhanced sales efficiency, and organize campaigns and roadshows. I evaluate products, suggest enhancements, and strategically prioritize advisors and institutions for product placement. Below are some of my top accomplishments at Envestnet: • Driving a multi-year development and 2021 launch of Envestnet’s Private Wealth Consulting (PWC) program and realized an average annual AUM growth rate of 400% over three years. • Improving company margins and growing AUM while meeting advisor and client needs by developing highly tailored consulting techniques and portfolio-building programs. • Increasing sales productivity, realizing the highest annual gross sales across four HNW product lines while reducing headcount by 30% through restructuring and integration of advisor sales and wealth consulting teams. I am always open to expanding my professional network. If you would like to connect, please contact me at mhfeatherman11@yahoo.com. AREAS OF EXPERTISE AUM Growth Direct Indexing Active/Passive Investing Cross-functional Leadership Portfolio Customization Strategies Stakeholder & Client Relationships Team Engagement & Development Tax Management Comprehensive Financial Product Development High-Net-Worth (HNW) Private Wealth Consultingless