Director, FA Sales

Envestnet; Chesterbrook (PA); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Envestnet is seeking a Director, FA Sales to lead a team of Associate Regional Consultants tasked with prospecting, campaign execution, and delivering qualified opportunities. You will partner with sales leadership and cross-functional teams in a fast-paced environment focused on accountability and growth.

You’ll drive growth by building advisor relationships, promoting Envestnet’s managed accounts platform, and optimizing sales processes.

Qualifications

• Bachelor’s degree in finance, business, or related field is required.
• Proven track record of coaching and developing talent to meet sales goals.
• Strong analytical and data-driven decision making skills.
• Excellent communication, leadership, and coaching capabilities.
• Willingness to travel ~15% for field engagement and team development.

Responsibilities

• Coach and develop a sales team on pipeline management, deal strategy, client engagement, and product knowledge.
• Provide structured coaching through 1:1s, reviews, and field development with development plans.
• Drive adoption of sales processes, CRM usage, and campaign management across the team.
• Monitor performance, forecast revenue, and maintain pipeline health across territories.
• Collaborate with senior leadership and cross-functional teams to align priorities and go-to-market efforts.

Skills

Leadership

Coaching

Sales enablement

Analytics

Communication

Travel readiness

Education

Bachelor’s degree in finance or business

Tools

CRM (CRM software)

Job description

Job Location

The primary work location for this role is Berwyn with a hybrid work model.

About Envestnet

Envestnet is an adaptiveWealthTechcompany that isredefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.Backed byover25 years of experience and approximately$7.0 trillionin platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

The Team You’ll Join

You’ll join a high-performing sales organization focused on driving adoption of Envestnet’s Managed Accounts platform across Regional and National Accounts. This team plays a critical role in generating pipeline, supporting revenue growth, and strengthening advisor engagement.

As Director, FA Sales, you will lead a team of Associate Regional Consultants responsible for prospecting, campaign execution, and delivering qualified opportunities. You’ll partner closely with sales leadership and cross-functional teams in a fast-paced, performance-driven environment centered on accountability, collaboration, and continuous improvement.

How You’ll Contribute

Provides leadership and oversight for a team(s) responsible for driving growth by building and managing relationships with financial advisers (FAs) and advisory firms. Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives. Drives platform adoption, advisor acquisition and asset growth across territories by optimizing sales processes, territory coverage and client engagement models.

• Coaches and develops team members on pipeline management, deal strategy, client engagement, sales acumen, product expertise, and consultative engagement skills.
• Provides structured coaching through regular 1:1s, call reviews, and in-field development, while building individualized development plans, succession planning, and talent strategies.
• Fosters a high-performance, inclusive culture centered on accountability, execution, growth, communication, recognition, and leadership visibility.
• Monitors sales performance, forecasts revenue, and ensures consistent pipeline health across the team by inspecting activity, pipeline, conversion rates, and revenue contribution.
• Identifies performance gaps and implements targeted coaching and action plans to improve individual and team results.
• Partners with Senior Account Executives, Regional and National Accounts leadership, Regional Directors, and Regional Consultants to align priorities, coverage, and campaign management.
• Serves as a key connector across sales, marketing, product, service, and training teams to align go-to-market efforts, coordinate execution, and improve client outcomes.
• Supports strategic initiatives, campaigns, and events that drive advisor engagement, Managed Account adoption, platform growth, advisor acquisition, and asset growth.
• Oversees key client relationships, structuring strategic deals and handling escalated issues and concerns.
• Drives adoption of sales processes, tools, CRM usage, campaign management, sales discipline, and effective follow-up on leads, campaigns, referrals, and advisor interactions.
• Ensures team maintains deep knowledge of Envestnet’s Managed Accounts platform and PMC investment solutions, including direct indexing, tax overlay, and strategist offerings.
• Analyzes team performance data, industry trends, advisor needs, and competitive dynamics to generate insights and translate them into actionable strategies and coaching priorities.
• Ensures compliance with all regulatory, legal, risk, and internal policy standards while maintaining operational excellence across all team activity and processes.

What You’ll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• Bachelor’s degree in finance, Business, or related field (or equivalent experience).
• Proven track record of coaching and developing talent to achieve and exceed sales goals.
• Understanding of the advisory business model, portfolio construction, and practice management.
• Demonstrated ability to lead through influence and collaborate across cross-functional teams.
• Strong analytical and data-driven decision-making skills.
• Excellent communication, leadership, and coaching capabilities.
• Ability to travel approximately 15% for field engagement and team development.

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investmentin You

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [e-mail]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.