Strategic Relationship Management Director

Envestnet; United States; Remote; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

PTO

401k match

Parental leave

Education reimbursement

Disability coverage

Wellness support

Job summary

Envestnet is seeking a Strategic Relationship Management Director to lead and grow a portfolio of mid-to-large strategic accounts across the United States, with a strong emphasis on executive engagement and revenue growth. You will partner with FA Sales, Product, Marketing, and Client Success to deliver enterprise solutions in a fast-paced environment.

Ideal candidates bring proven experience managing complex RIAs and HO relationships, senior-level advisory capabilities, and a collaborative

Qualifications

• Experience engaging with RIAs and HO clients at the C-suite level.
• Proven track record driving growth through consultative selling.
• Strong communication and project management abilities.

Responsibilities

• Owns and grows a portfolio of mid- to large-size strategic accounts with end-to-end revenue ownership.
• Develops account plans with S3 colleagues and FA sales teams; executes go-to-market strategies.
• Establishes C‑Suite and HO senior executive relationships with key decision-makers.
• Identifies expansion opportunities, including cross-sell and upsell strategies.
• Guides strategic planning, pricing discussions, and product usability with HO leadership.
• Supports contract renewals and compliance in collaboration with legal and leadership.
• Coordinates client engagement and cross-functional delivery to ensure value realization.

Skills

Executive relationships

Strategic account management

Consultative selling

Cross-functional collaboration

Sales lifecycle ownership

Salesforce proficiency

Job description

Description

The application window will close December 31st, 2026.

Job Location

The primary work location for this role is 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, visit www.envestnet.com.

The Team You’ll Join

You will join a high-impact, growth-focused Sales organization responsible for managing and expanding Envestnet’s most strategic RIA and Home Office (HO) relationships. This team operates at the center of Envestnet’s client engagement model, partnering closely with Financial Advisor (FA) Sales, Product, Marketing, and Client Success to deliver coordinated, enterprise-wide solutions. As a Strategic Relationship Management Director, you will work alongside a collaborative group of relationship leaders and subject matter experts, all focused on driving client outcomes, accelerating managed account growth, and deepening the firm’s footprint across key accounts. The team is fast-paced, highly visible, and deeply aligned to Envestnet’s strategy of delivering holistic, data-driven wealth management solutions to clients.

How You’ll Contribute

Builds and maintains long-term strategic partnerships with clients, developing in-depth understanding of client profile, its goals & objectives to align with Envestnet technology, solutions, and data intelligence to support their growth. Engage with clients in a consultative approach to be a trusted advisor, proactively identifying key issues, recommending solution strategies and identifying opportunities to sustain long-term partnership, expand services and drive mutual growth. Blends sales strategy with client advocacy to create mutually beneficial, lasting relationships.

• Owns and grows a portfolio of mid- to large-size strategic accounts with clear end-to-end revenue ownership.
• Work with S3 colleagues and Financial Advisor (FA) sales teams to develop account plans and execute collaborative go-to-market strategies aligned to client goals, revenue targets, and key sales plays.
• Establish C‑Suite and Home Office (HO) senior executive relationships for assigned clients and build strong, trusted relationships with key decision-makers.
• Proactively identifies expansion opportunities, including cross-sell and upsell strategies, and partners with specialists to convert advisor engagement into managed account flows.
• Deepens partnership by engaging with clients and HO leadership in strategic planning, incentive alignment, pricing strategy, sales enablement support, and product usability discussions.
• Researches and analyzes business drivers and HO‑provided advisor data to identify engagement opportunities and guide FA focus where needed.
• Work with S3 colleagues to monitor revenue generation progress against jointly agreed KPIs and proof statements.
• Identifies new opportunities for client engagement and coordinates activation strategies through marketing campaigns, training, and warm introductions.
• Work with S3 colleagues and coordinate cross‑functional teams to deliver value, resolve complex issues, and support seamless execution across internal stakeholders and client resources.
• Supports contract renewals, pricing discussions, negotiations, and compliance needs in partnership with internal legal and executive teams.
• Ensures a strong understanding of market/regulatory trends and competitive environment impacting clients and applies in regular interaction with clients.
• Facilitate 8‑12 client meetings each quarter, including leadership sessions, due diligence reviews, and QBRs, with clear, actionable outcomes and measurable results.
• Leverages Salesforce to manage relationship data, opportunity pipelines, and go‑to‑market strategies.
• Work with S3 colleagues to ensure optimal client conference participation and visibility, including negotiations, outreach, and post‑event follow‑ups.
• Partners with S3 colleagues to ensure applicable RFPs from existing clients are effectively executed.

What You’ll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• Proven expertise engaging with independent RIAs and HO clients, including direct experience working with C‑suite executives.
• Demonstrated success in managing complex client relationships, anticipating issues, and delivering consultative solutions.
• Strong background in financial business analysis or consulting, with a track record of driving growth and adoption.
• Exceptional communication, presentation, and interpersonal skills with the ability to influence at senior levels.
• Strong organizational, multitasking, and project management abilities.
• Familiarity with Envestnet’s wealth technology platforms is a plus.
• Travel required: 50–75%

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 Investmentin You

This role offers a base salary range of $150,000 to $200,000. 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 be 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 [e-mail]. 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.