Remote WealthTech Enterprise Sales Director

Envestnet; United States; Remote; USD 126,000 - 157,000; Full time

Job summary

Envestnet is seeking an experienced enterprise sales leader to drive Tamarac platform adoption among RIAs and advisory firms. You will own end-to-end sales cycles, from discovery through close, aligning Tamarac capabilities with client priorities and growth goals.

You will develop strategic account plans, influence pricing and solutioning, and partner with product and services teams to ensure successful implementations. This remote role offers a national scope and travel up to 50–60%.

Qualifications

• 10+ years in SaaS or fintech platform sales, selling to RIAs or advisory firms.
• Proven enterprise deal ownership and high-value revenue opportunities.
• Experience with multi-stakeholder negotiations and complex contracts.

Responsibilities

• Own enterprise Tamarac platform sales opportunities with revenue responsibility.
• Develop strategic territory plans targeting high-value RIA firms.
• Advise senior stakeholders, align platform capabilities with client goals.
• Lead complex sales cycles from discovery to close and transition to implementation.
• Forecast accurately and maintain pipeline discipline in Salesforce.

Skills

SaaS sales

Enterprise sales

Executive relationships

RIA knowledge

Negotiation

Strategic planning

Education

BA/BS in finance or business

Tools

Salesforce

Job description

Envestnet is seeking an experienced enterprise sales leader to drive Tamarac platform adoption among RIAs and advisory firms. You will own end-to-end sales cycles, from discovery through close, aligning Tamarac capabilities with client priorities and growth goals.

You will develop strategic account plans, influence pricing and solutioning, and partner with product and services teams to ensure successful implementations. This remote role offers a national scope and travel up to 50–60%.