Remote Platform Growth Director - WealthTech SaaS

Envestnet; United States; On-site; USD 94,000 - 125,000; Full time

Job summary

Envestnet is seeking an experienced Platform Business Development Director to lead new business acquisition and expansion of Tamarac within the RIA market. This remote role covers the Western time zone and requires a strong SaaS sales mindset to drive net-new logo acquisition and expand platform adoption.

You will own the full sales cycle, partner with product and services teams, and maintain a robust pipeline while representing Tamarac at market events. Travel up to 50–60% is expected.

Qualifications

• 8–12+ years of experience in SaaS sales, fintech platform sales, or technology solutions sales within the wealth management or financial services industry.
• Proven track record of selling complex SaaS platforms and achieving or exceeding quota in a competitive market.
• Deep understanding of RIA operations, including portfolio management workflows, trading/rebalancing systems, reporting, and billing.
• Strong ability to articulate technology value propositions and translate product capabilities into client business outcomes.
• Experience managing a full sales cycle with multiple stakeholders, including operations, CIOs, and firm principals.
• Excellent communication, presentation, and executive-level selling skills.
• Highly self-motivated with the ability to operate in a fast-paced, growth-oriented environment.
• Willingness to travel up to 50-60%

Responsibilities

• Drive new SaaS sales of Tamarac to RIAs, positioning the platform as a comprehensive, end-to-end technology solution for portfolio management, trading, reporting, and operations
• Own the full sales cycle from prospecting through close, focusing on net-new logo acquisition and competitive displacements
• Develop and execute a territory strategy focused on acquiring $100MM+ RIA firms and scaling Tamarac adoption across the addressable market
• Lead with a platform-first narrative, emphasizing operational efficiency, scalability, and advisor experience enabled by Tamarac
• Partner with internal SMEs (product, integration, data, and services teams) to support technical discovery, demonstrations, and implementation planning
• Drive expansion opportunities by identifying additional Tamarac modules and adjacent SaaS capabilities within existing client firms
• Maintain a strong pipeline and forecasting discipline using Salesforce and related tools
• Represent the Tamarac platform in market-facing activities, including conferences, client meetings, and industry events
• Ensure adherence to Envestnet's legal, compliance, and risk policies, including completion of all required training and documentation

Skills

SaaS sales

Fintech sales

Wealth management

Full sales cycle

Executive selling

Travel 60%

Sales leadership

Tools

Salesforce

Job description

Envestnet is seeking an experienced Platform Business Development Director to lead new business acquisition and expansion of Tamarac within the RIA market. This remote role covers the Western time zone and requires a strong SaaS sales mindset to drive net-new logo acquisition and expand platform adoption.

You will own the full sales cycle, partner with product and services teams, and maintain a robust pipeline while representing Tamarac at market events. Travel up to 50–60% is expected.