Director, Financial Advisor Sales — WealthTech Growth

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

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.