Director Ria Financial Services Jobs (NOW HIRING)

Description

The application window will close July 31st, 2026. 

Job Location   

The primary work location for this role is the Southeast 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  

How You’ll Contribute  

Envestnet is seeking an enthusiastic and talented Business Development Director – RIA to join our RIA team. The Business Development Director is the lead role responsible for expanding the adoption of Envestnet services and solutions to RIA clients. This role will develop and execute a territory sales strategy promoting the use of Envestnet’s broad wealth management ecosystem for advisors, including managed account administration technology, investment solutions, and business analytics

• Lead sales of managed accounts (SMA/UMA/Strategists) and other Envestnet solutions (tax overlay, direct indexing strategies, etc.) to current Tamarac and Envestnet RIA client.
• Act as a lead generalist (supported by SMEs) to identify and shepherd sales opportunities, spanning managed account trading technologies, performance reporting, investment solutions, overlay services, credit, and insurance exchange platform.
• Identify, recruit, and sign new $100MM+ RIA firms on to ENV/TAM, then drive managed account adoption with these firms
• Grow, develop, and retain RIA managed account assets in your territory Promote and expand footprint of ENV Financial Wellness Solutions (Alternatives/Credit/Insurance/etc.) with RIAs
• Manage daily job requirements in Salesforce, Calendly, Seismic, etc.
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

What You’ll Need to Bring  

• 10+ years of financial services experiences, preferably in advisory platform/asset management sales BA/BS in finance, business administration or related area of study, or equivalent combination of education and experience
• Deep understanding of the advisory business model, Trading and Reporting technology and financial planning process.
• Generalist understanding of investment solutions, and wealth management services such as index replication, overlay, credit and insurance products.
• Developed and successfully executed product and go-to-market strategies within the financial services industry 10+ years’ experience of working with financial advisors, managing a region and achieving sales quotas
• Strong business acumen and exceptional leadership, organizational, communication and presentation skills
• Excellent people and management skills to interact with clients, colleagues, cross-functional teams as well as third parties
• Willingness to travel up to 60%
• Agile; able to identify and apply appropriate “win-win” solutions even in new situations

Nice-to-Haves  

• CFP/CFA designation is a plus
• Envestnet platform or comparable experience with a fintech platform provider

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 $94,000 to $125,000. 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  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.