Remote Platform Sales Director — RIA SaaS Growth

Envestnet; All (MO); On-site; USD 94,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

401k match

Paid time off (PTO)

Parental leave

Education reimbursement

Job summary

Envestnet is seeking a Platform Business Development Director to lead new business acquisition and Tamarac platform expansion for RIAs. This remote role requires a strong SaaS sales mindset and the ability to drive platform adoption across advisory firms.

You will own the full sales cycle, target large RIAs, and collaborate with product, data, and services teams to ensure successful implementations and long-term success.

Qualifications

• 8-12+ years in SaaS sales, fintech platform sales, or tech solutions sales within wealth management or financial services
• Proven track record of selling complex SaaS platforms and meeting quota in competitive markets
• Deep understanding of RIA operations: portfolio management, trading/rebalancing, reporting, and billing

Responsibilities

• Drive new SaaS sales of Tamarac to RIAs, positioning the platform as an 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 territory strategy to acquire $100MM+ RIA firms and scale Tamarac adoption
• Lead with a platform-first narrative, emphasizing efficiency, scalability, and advisor experience enabled by Tamarac
• Partner with internal SMEs to support technical discovery, demonstrations, and implementation planning

Skills

SaaS sales

Fintech platform sales

Wealth management

Executive selling

Territory planning

Tools

Salesforce

CRM tools

Job description

Envestnet is seeking a Platform Business Development Director to lead new business acquisition and Tamarac platform expansion for RIAs. This remote role requires a strong SaaS sales mindset and the ability to drive platform adoption across advisory firms.

You will own the full sales cycle, target large RIAs, and collaborate with product, data, and services teams to ensure successful implementations and long-term success.