Remote National Advisory Sales Executive

Envestnet; Missouri; On-site; USD 240,000 - 300,000; Full time

Benefits offered by this job

Medical insurance

PTO

401k match

Parental leave

Education reimbursement

Disability coverage

Mental health support

Job summary

Envestnet seeks a VP, National Advisory Sales to lead the FA Sales organization nationwide, overseeing Regional Directors and Consultants while driving advisor engagement and Managed Account adoption. You will partner with executive stakeholders to align strategy with enterprise priorities and grow enterprise wealth solutions.

You will build a high‑performing field organization, foster leadership across regions, and represent Envestnet at national conferences, all while ensuring governance and a

Qualifications

• Bachelor’s degree required; MBA or advanced degree preferred.
• 15+ years in financial services, advisory platforms, or asset management distribution.
• 7+ years in senior leadership roles managing multi‑level, geographically dispersed sales organizations.
• Proven ability to develop and execute large‑scale sales strategies that drive adoption, growth, and client retention.
• Deep understanding of financial advisory models, Managed Accounts, and wealth management ecosystem.
• Exceptional executive presence and ability to influence across all levels of stakeholders.
• Strong analytical, data‑driven decision‑making skills with ability to translate insights into performance improvements.
• Demonstrated success in leading through change, scaling organizations, and leadership development.
• Collaborative mindset, adept at leading in a matrixed, fast‑paced environment.
• Willingness to travel up to 75%.

Responsibilities

• Define and execute the national FA Sales strategy, aligning with enterprise priorities and growth goals.
• Lead, coach, and develop all Regional Directors and Regional Consultants for consistent execution.
• Drive platform adoption, advisor acquisition, and asset growth across territories.
• Partner with Home Office leadership, Customer Success, Marketing, and COEs to deliver seamless experiences.
• Oversee pipeline management, forecasting accuracy, and performance metrics.
• Stay ahead of industry trends and translate insights into actionable strategies.
• Collaborate with asset management distribution and wealth institutions to promote solutions.
• Foster a high-performance, accountable, collaborative culture within the FA Sales organization.
• Represent Envestnet at national conferences, client summits, and executive meetings.
• Ensure governance and compliance with regulatory standards while achieving targets.
• Travel approximately 50–75% to support regional teams and initiatives.

Skills

Strategic Leadership

Sales Strategy

Executive presence

Data-driven decision making

Cross-functional collaboration

Change leadership

Stakeholder influence

Team development

Travel readiness

Education

Bachelor's degree

MBA or advanced degree preferred

Job description

Envestnet seeks a VP, National Advisory Sales to lead the FA Sales organization nationwide, overseeing Regional Directors and Consultants while driving advisor engagement and Managed Account adoption. You will partner with executive stakeholders to align strategy with enterprise priorities and grow enterprise wealth solutions.

You will build a high‑performing field organization, foster leadership across regions, and represent Envestnet at national conferences, all while ensuring governance and a