Director, FA Sales

Envestnet; Devon (PA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Paid time off (PTO)

401(k) company match

Education reimbursement

Mental health & wellness support

Job summary

Envestnet seeks a Director, FA Sales to lead a dedicated team of Business Development Associates in Berwyn. This hybrid-role focuses on driving adoption of the Managed Accounts platform by facilitating team development, strategy alignment, and consistent lead generation.

The ideal candidate will bring over 8 years of financial services experience, including strong leadership and analytics skills. Envestnet values flexibility, personal growth, and inclusivity, making it a unique place to build a career.

Competitive benefits further support employees’ well-being within a high-performance culture.

Qualifications

• 8+ years of financial services experience, preferably in advisory platform.
• 2–3+ years of people leadership experience managing sales or client-facing teams.
• Proven track record of coaching and developing talent.

Responsibilities

• Lead, coach, and develop a team of Business Development Associates.
• Drive execution of territory coverage plans aligned to strategic goals.
• Ensure consistent, high-quality prospecting and lead generation.

Skills

Financial services experience

Leadership abilities

Analytical skills

Communication skills

Coaching and mentoring

Education

Bachelor’s degree in Finance, Business, or related field

Job description

Job Location

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

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry‑leading support. Backed by over 25 years of experience and approximately $7.0 trillion in 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 Business Development Associates 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

The Director, FA Sales is responsible for leading, coaching, and developing a team of Business Development Associates to drive campaign outreach, engagement, and adoption of Envestnet’s Managed Accounts platform across Regional and National Accounts verticals.

This role plays a critical leadership function in shaping campaign and sales execution, elevating team performance, and ensuring alignment with Regional and National Accounts sales strategy. The Director partners closely with senior sales leadership to deliver consistent, qualified leads and measurable business outcomes.

Responsibilities

• Lead, coach, and develop a team of ~8 Business Development Associates to strengthen sales acumen, product expertise, and consultative engagement skills.
• Provide structured coaching through regular 1:1s, call reviews, and in‑field development to elevate individual and team performance.
• Build and execute individualized development plans, succession planning, and talent strategies.
• Foster a high‑performance, inclusive culture centered on accountability, execution, and growth.
• Drive execution of territory coverage plans aligned to Regional and National Accounts strategy in partnership with sales leaders, Regional Directors, and Regional Consultants.
• Ensure consistent, high‑quality prospecting and lead generation that supports Managed Account adoption and sales growth.
• Inspect and manage team performance against key metrics including activity, pipeline, conversion rates, and revenue contribution.
• Identify performance gaps and implement targeted coaching and action plans to improve results.
• Partner closely with Senior Account Executives, Regional and National Accounts leadership to align on priorities, coverage, and campaign management.
• Serve as a key connector across sales, marketing, product, and training teams to ensure coordinated execution.
• Support strategic initiatives, campaigns, and events that drive advisor engagement and platform growth.
• Establish and enforce best practices in CRM usage, campaign management, and sales discipline.
• Analyze team performance data to generate insights and drive continuous improvement.
• Ensure effective follow‑up on leads, campaigns, referrals, and advisor interactions.
• Ensure team maintains deep knowledge of Envestnet’s Managed Accounts platform and PMC investment solutions, including direct indexing, tax overlay, and strategist offerings.
• Monitor industry trends, advisor needs, and competitive dynamics; translate insights into actionable strategies and coaching priorities.
• Ensure adherence to compliance standards, regulatory requirements, and internal policies.
• Champion Envestnet’s values and drive strong team engagement through communication, recognition, and leadership visibility.
• Adhere to and apply Envestnet legal, compliance, risk, business continuity, and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

What You’ll Need to Bring

• Bachelor’s degree in Finance, Business, or related field (or equivalent experience).
• 8+ years of financial services experience, preferably in advisory platform, asset management, or distribution leadership.
• 2–3+ years of people leadership experience managing sales or client‑facing teams.
• 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.

Our Investment in 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), 401(k) 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.

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 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 [email protected]. 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.

Recruitment Fraud

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.