Platform Business Development Director

Envestnet; United States; Remote; USD 126,000 - 157,000; Full time

Job summary

Envestnet is seeking an accomplished SaaS sales leader to drive Tamarac platform opportunities with top RIAs. You will manage multi-stakeholder cycles, craft strategic plans, and align platform capabilities to client priorities in a high-growth WealthTech environment.

You’ll partner with Product, Marketing, and Legal while leading complex negotiations, pricing, and implementation readiness. A remote-first role with heavy travel up to 50–60% supports enterprise client engagement.

Qualifications

• 10+ years of experience in SaaS sales, fintech platform sales, technology solutions sales, or wealth management sales.
• Proven track record owning enterprise-level sales cycles and high-value opportunities.
• Ability to build consultative relationships with senior stakeholders.
• Understanding of RIA operations and platform adoption.
• Strong communication, negotiation, and relationship management skills.
• Willingness to travel up to 50-60%.

Responsibilities

• Own and execute enterprise-level Tamarac platform sales opportunities with significant revenue responsibility.
• Develop and execute strategic territory and account plans focused on high-value RIAs.
• Serve as trusted advisor to senior stakeholders, aligning Tamarac platform capabilities to priorities.
• Lead complex, multi-stakeholder sales cycles from discovery through close.
• Position Tamarac as end-to-end SaaS platform for portfolio management and operations.
• Lead with a platform-first narrative emphasizing efficiency and advisor experience.
• Identify large-scale opportunities for platform adoption and multi-product expansion.
• Partner with internal teams to support discovery, demonstrations, pricing, and implementation readiness.
• Maintain pipeline discipline and accurate forecasting in Salesforce.
• Represent Envestnet at conferences, client meetings, and executive presentations.
• Provide mentorship to newer sales team members.
• Adhere to legal, compliance, risk, and admin policies.
• Understand and support corporate practices and procedures.

Skills

SaaS sales

Fintech

Wealth management sales

Enterprise sales

Strategic account planning

Executive relationships

Negotiation

Forecasting & CRM

Cross-functional collaboration

Travel

Education

BA/BS in finance or related field

Tools

Salesforce

Job description

Description

The application window will close August 31, 2026.

Job Location

The primary work location for this role is remote with a remote 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 will join Envestnet's Wealth Sales organization, a client-facing team focused on driving growth across registered investment advisors (RIAs) and advisory firms. The team partners across Product, Marketing, Client Experience, Implementation, Data, Services, Legal, Compliance, and Risk to position Envestnet and Tamarac solutions in ways that support client business objectives, expand platform adoption, and deliver a high-quality client experience.

As part of the platform-focused sales team, you will help advance Tamarac as a core SaaS operating platform for RIAs, supporting portfolio management, trading, rebalancing, billing, reporting, and operational workflows. This is a high-growth, market-facing environment that values strategic account planning, executive-level relationship building, consultative SaaS selling, competitive insight, and disciplined pipeline execution.

How You'll Contribute

• Own and execute enterprise-level Tamarac platform sales opportunities with significant revenue responsibility, including net-new logo acquisition, competitive displacements, and expansion across existing client firms.
• Develop and execute strategic territory and account plans focused on acquiring and expanding relationships with high-value RIA firms, including $100MM+ opportunities and other complex advisory market segments.
• Serve as a trusted advisor to senior, executive, and C-suite stakeholders within client organizations by aligning Tamarac platform capabilities to firm priorities, operating models, growth objectives, and long-term business strategy.
• Lead highly complex, multi-stakeholder sales cycles from initial qualification through close, including discovery, solution positioning, demonstrations, negotiations, contract structuring, and transition to implementation planning.
• Position Tamarac as a comprehensive, end-to-end SaaS platform for portfolio management, trading, rebalancing, billing, reporting, and operations, translating technology capabilities into business outcomes for advisory firms.
• Lead with a platform-first narrative that emphasizes operational efficiency, scalability, advisor experience, workflow transformation, and the business value of adopting Tamarac as a core operating system.
• Identify large-scale opportunities for platform adoption, multi-product expansion, and broader enterprise partnerships across Tamarac modules and adjacent Envestnet capabilities.
• Partner with internal subject matter experts across Product, Integration, Data, Services, Marketing, Legal, Compliance, and Risk to support technical discovery, client solutioning, demonstrations, pricing considerations, and implementation readiness.
• Help shape sales strategy through market insight, competitive intelligence, client feedback, deal learnings, and perspective on emerging RIA platform needs.
• Influence internal stakeholders on product direction, pricing strategy, client solutions, and go-to-market opportunities based on direct market and client insight.
• Maintain strong pipeline discipline and accurate forecasting through Salesforce and related tools, consistently delivering against aggressive revenue goals and long-term growth initiatives.
• Represent Envestnet and Tamarac in market-facing activities, including conferences, client meetings, industry events, and executive-level presentations.
• Provide mentorship and informal guidance to newer or less-experienced sales team members by sharing platform sales best practices, market perspective, and strategic account planning approaches.
• Adhere to and apply Envestnet's legal, compliance, risk, business continuity, and administrative policies, including timely completion of required training, awareness, affirmations, testing, and documentation.
• Understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value and minimize risk.

What You'll Need to Bring

• 10+ years of experience in SaaS sales, fintech platform sales, technology solutions sales, or wealth management sales, preferably with demonstrated success selling complex platforms to RIAs or advisory firms.
• Proven track record owning enterprise-level sales cycles, strategic account plans, and high-value revenue opportunities in a competitive market.
• Demonstrated ability to build consultative relationships with senior stakeholders, executives, firm principals, operations leaders, CIOs, and other decision-makers within advisory firms.
• Strong understanding of RIA operations, including portfolio management workflows, trading and rebalancing systems, billing, reporting, data, integrations, and operational scalability needs.
• Ability to articulate SaaS platform value propositions and translate product capabilities into measurable client business outcomes.
• Experience leading complex, multi-stakeholder negotiations and structuring deals involving technical, operational, financial, and executive decision makers.
• Strong business acumen, executive presence, communication, presentation, negotiation, and relationship management skills.
• Ability to partner effectively across internal teams and influence product, pricing, solutioning, and go-to-market discussions through client and market insight.
• Highly self-motivated, strategic, and disciplined, with the ability to operate in a fast-paced, growth-oriented, client-facing environment.
• BA/BS in finance, business administration, technology, or a related area of study, or equivalent combination of education and experience.
• Willingness to travel up to 50-60%.

Nice-to-Haves

• Direct experience selling Tamarac or comparable RIA SaaS platforms such as Orion, Black Diamond, Addepar, or similar wealth technology platforms.
• Existing relationships within the RIA community and familiarity with competitive platform displacement dynamics.
• Experience with technology-led business transformation conversations, not limited to product-only selling.
• Generalist understanding of adjacent Envestnet solutions, including managed accounts, investment solutions, overlay services, financial wellness solutions, credit, insurance, or related offerings.
• CFP, CFA, or similar designation is a plus.

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 Investment in You

This role offers a base salary range of $125,900 to $157,400. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.

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