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Director Envestnet Jobs (NOW HIRING)

Envestnet

Regional Director

Concord, NC · Remote

Together, they drive adoption of Envestnet's Managed Accounts platform and advanced investment solutions, including direct indexing and overlay strategies, while delivering consultative guidance to ...

Envestnet

Director, FA Sales

Berwyn, PA · Hybrid

Ensures team maintains deep knowledge of Envestnet's Managed Accounts platform and PMC investment ... direct indexing, tax overlay, and strategist offerings. * Analyzes team performance data, industry ...

Envestnet

Regional Director

Concord, NC · On-site +1

$98K - $140K/yr

Serve as a subject matter expert on Envestnet Managed Account capabilities, including direct ... indexing, Tax/Impact Overlay solutions, and PMC strategist offerings, helping advisors identify and ...

Envestnet

Director, FA Sales

Berwyn, PA · Hybrid

... Berwyn with a hybrid work model.   About Envestnet   Envestnet is an ... As Director, FA Sales, you will lead a team of Associate Regional Consultants responsible for ...

Envestnet

Director, FA Sales

Berwyn, PA · Hybrid

Ensures team maintains deep knowledge of Envestnet's Managed Accounts platform and PMC investment ... direct indexing, tax overlay, and strategist offerings. * Analyzes team performance data, industry ...

Envestnet

Director, Data Privacy

Concord, NC · Remote

... location for this role is Remote About Envestnet   Envestnet is an ... direct people management experience, including hiring, performance management, and developing ...

Envestnet, Inc.

Director, FA Sales

Berwyn, PA · On-site

About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future of wealth ... As Director, FA Sales, you will lead a team of Associate Regional Consultants responsible for ...

Envestnet

Product Strategy Director

Concord, NC · On-site +1

Job Location    The primary work location for this role is the East Coast with a remote work model.   About Envestnet   Envestnet is an adaptive WealthTech company that is redefining ...

Envestnet

Product Strategy Director

Concord, NC · On-site +1

Shape how Envestnet articulates its AI strategy, aligning with product, engineering, marketing, and leadership on how AI capabilities connect to the broader product narrative, and what outcomes ...

Envestnet

Regional Consultant

Concord, NC · Remote

... Envestnet's Managed Accounts platform and related solutions. Working as a generalist seller with strong product knowledge, the Regional Consultant partners closely with the Regional Director to ...

Envestnet

Stock Plan Administrator

Concord, NC · On-site +1

$78K - $97K/yr

... envestnet.com.      The Team You'll Join   Reporting to the Director, Payroll & Equity, you will join a high-impact, global team of compensation, benefits, payroll, and equity professionals.

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Director Envestnet information

What is the difference between Director Envestnet vs Financial Advisor?

AspectDirector EnvestnetFinancial Advisor
CredentialsRelevant financial certifications (e.g., CFP, CFA), leadership experienceFinancial certifications (e.g., CFP, Series 7), client management skills
Work EnvironmentCorporate setting, overseeing platform integrations and strategic initiativesClient-facing, providing personalized financial advice
Industry UsageFinancial technology firms, wealth management companiesBanking, independent advisory firms, brokerage firms

The main difference is that a Director Envestnet typically manages platform operations and strategic projects within financial technology companies, while a Financial Advisor focuses on providing personalized investment advice to clients. Both roles require financial credentials, but their responsibilities and work environments differ significantly.

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Infographic showing various Director Envestnet job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Regional Director

Concord, NC • Remote

Envestnet
See more jobs at Envestnetexternal

Full-time

Medical, Retirement, PTO

Re-posted 18 days ago

Job description

Description

The application window will close August 31st, 2026. 

Job Location   

The primary work location for this role is the Pacific Northwest in the United States with a remote work model.   

  

About Envestnet  

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in 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 Envestnet’s Advisor Sales distribution team—a high-performing, growth-focused organization dedicated to helping financial advisors build stronger, more scalable practices. This team operates at the intersection of sales, investment solutions, and practice management, partnering closely with Senior Account Executives, asset management distribution teams, and cross-functional partners across marketing, training, and product. Together, they drive adoption of Envestnet’s Managed Accounts platform and advanced investment solutions, including direct indexing and overlay strategies, while delivering consultative guidance to advisors. With a strong emphasis on collaboration, market insight, and disciplined execution, the team is committed to expanding advisor relationships, accelerating growth, and shaping the future of wealth management through innovative, client-centric solutions.

How You’ll Contribute   

Responsible for driving revenue growth by acquiring, retaining and expanding relationships with financial advisors and advisory firms. Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives. Actively prospects develops pipelines and closes new business while expanding existing client relationships. Collaborate with product, marketing and service teams to deliver tailored solutions and ensure a high-quality client experience.

• Manages large, high-value advisor relationships and complex sales opportunities. 
• Owns and executes on a national or highly complex book of business with significant revenue responsibility. 
• Serves as a trusted advisor for C-level and executive stakeholders within client organizations. 
• Leads highly complex conversion opportunities including multi-product or program engagements. 
• Helps shapes sales strategy through market insight, competitive intelligence and client feedback. 
• Influences internal stakeholders on product direction, pricing strategy and client solutions. 
• Consistently meets or exceeds sales goals and drives long-term growth initiatives. 
• Leads and directs regional team strategy around sales pipeline development and management. 
• Own and execute a comprehensive strategy to accelerate Managed Account sales, adoption, and utilization across advisor practices. 
• Partner closely with Senior Account Executives to advance strategic priorities and drive increased adoption of managed account solutions within target advisor firms. 
• Lead conversations around Envestnet PMC investment solutions and managed account capabilities, including direct indexing, Tax and Impact Overlay solutions, and strategist offerings. 
• Introduce and promote value-added practice management programs through collaboration with asset managers, third-party providers, and Envestnet-sponsored events. 
• Collaborate with marketing, training, and distribution partners to identify sales opportunities, support advisor engagement campaigns, and drive follow-up activity. 
• Maintain disciplined CRM management practices, documenting advisor engagement, pipeline activity, and progress toward business objectives. 
• Represent Envestnet at industry conferences, advisor events, and client meetings to strengthen market presence and deepen advisor relationships. 
• Partner cross-functionally to develop and support solutions that drive advisor growth, enterprise objectives, and broader managed account adoption. 

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 track record managing territories and consistently meeting or exceeding sales goals.

•    Deep understanding of the advisory business model, portfolio construction, and financial planning process.

•    Strong leadership presence with exceptional communication and relationship-building skills.

•    Strategic and agile problem solver with the ability to create win-win outcomes.

•    Ability to travel 50–75% of the time.

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 Investment in You 

This role offers a base salary range of $114,500 to $143,100. 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  careers@envestnet.com. 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.       

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

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