Regional Director

Envestnet; All (MO); Hybrid; USD 115,000 - 143,000; Full time

Job summary

Envestnet is seeking a Regional Sales Director to lead and expand relationships with financial advisors across the Pacific Northwest with a strong remote work model. You will drive adoption of Envestnet's Managed Accounts platform and related investment solutions, partnering with Senior Account Executives to execute territory strategies and deliver measurable growth.

The role requires 10+ years in financial services, proven territory management, and deep advisory knowledge.

Qualifications

• 10+ years of experience in financial services, advisory platforms, or asset management sales.
• Proven track record managing territories and meeting or exceeding sales goals.
• Deep understanding of the advisory business model, portfolio construction, and financial planning process.
• Strong leadership presence with exceptional communication and relationship-building skills.

Responsibilities

• Own and execute a comprehensive plan to accelerate Managed Account sales and adoption.
• Manage a defined portfolio of high-potential advisors with accountability for growth and revenue.
• Drive new advisor acquisition and expansion of existing relationships.
• Lead conversations on PMC investment solutions and Envestnet Managed Account capabilities.
• Represent Envestnet at industry events and client meetings; maintain engagement records.

Skills

10+ yrs exp

Territory management

Travel 50-75%

Strong communication

Job description

Description

The application window will close July 31st, 2026.

Job Location

The primary work location for this role is the Pacific Northwest in the United States 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, visitwww.envestnet.com.

The Team You’ll Join

You will join Envestnet’s Advisor Sales distribution team—a high-performing, growth-focused organization dedicated to helping financial advisors build stronger, more scalable practices. This team operates at the intersection of sales, investment solutions, and practice management, partnering closely with Senior Account Executives, asset management distribution teams, and cross-functional partners across marketing, training, and product. Together, they drive adoption of Envestnet’s Managed Accounts platform and advanced investment solutions, including direct indexing and overlay strategies, while delivering consultative guidance to advisors. With a strong emphasis on collaboration, market insight, and disciplined execution, the team is committed to expanding advisor relationships, accelerating growth, and shaping the future of wealth management through innovative, client-centric solutions.

How You'll Contribute

The Regional Sales Director is a senior member of the Advisor Sales distribution team, responsible for building, leading, and expanding relationships with financial advisors. This role drives adoption and sales of Envestnet’s Managed Accounts platform and related solutions while serving as a consultative partner to advisors. As a generalist with deep technical and product expertise, the Regional Sales Director works directly in the field, collaborating closely with Senior Account Executives to execute territory strategy, advanced strategic priorities, and deliver measurable growth.

• Own and execute a comprehensive plan to accelerate Managed Account sales and adoption.
• Manage a defined portfolio of high-potential advisors with accountability for overall growth and revenue.
• Drive both new advisor acquisition and expansion of existing relationships.
• Act as a generalist seller with strong product knowledge and ability to deliver practice-management guidance.
• Partner closely with Senior Account Executives to implement advance strategic priorities and drive managed account adoption within advisor practices.
• Partner with asset management distribution teams to expand outsourced solutions and guide advisors through practice transitions.
• Collaborate with sales team members, marketing, and training to identify leads, develop materials, and follow up on events and campaigns.
• Lead conversations on PMC investment solutions and Envestnet Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and PMC strategist offerings.
• Introduce value-added practice management programs, leveraging third-party providers, asset managers, and Envestnet-hosted events.
• Maintain disciplined pipeline management, documenting activities and progress in CRM.
• Lead structured outreach, meetings, and events to advance opportunities and achieve annual objectives.
• Stay ahead of industry trends, competitors, and emerging technologies; provide insights to internal stakeholders to strengthen distribution strategy.
• Work cross-functionally to validate, develop, and gain adoption of solutions that support advisor and enterprise growth.
• Represent Envestnet at industry events, conferences, and client meetings; maintain detailed records of engagement activity.
• Adapt focus areas and sales motions as business priorities evolve.
• Adherence to and application of 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

• 10+ years of experience in financial services, advisory platforms, or asset management sales.
• Proven track record managing territories and consistently meeting or exceeding sales goals.
• Deep understanding of the advisory business model, portfolio construction, and financial planning process.
• Strong leadership presence with exceptional communication and relationship-building skills.
• Strategic and agile problem solver with the ability to create win-win outcomes.
• Ability to travel 50-75% of the time.

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 $114,500 to $143,100. 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 us. Please visit our benefits page on our career site to learn more.

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 encourage individuals from all backgrounds to apply.

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.