Director, FA Sales – Managed Accounts Growth

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

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.