Platform Sales Director, WealthTech (Remote)

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

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.