Envestnet Remote Jobs (NOW HIRING)

•    Own and execute enterprise-level Tamarac platform sales opportunities with significant revenue responsibility, including net-new logo acquisition, competitive displacements, and expansion across existing client firms.
•    Develop and execute strategic territory and account plans focused on acquiring and expanding relationships with high-value RIA firms, including $100MM+ opportunities and other complex advisory market segments.
•    Serve as a trusted advisor to senior, executive, and C-suite stakeholders within client organizations by aligning Tamarac platform capabilities to firm priorities, operating models, growth objectives, and long-term business strategy.
•    Lead highly complex, multi-stakeholder sales cycles from initial qualification through close, including discovery, solution positioning, demonstrations, negotiations, contract structuring, and transition to implementation planning.
•    Position Tamarac as a comprehensive, end-to-end SaaS platform for portfolio management, trading, rebalancing, billing, reporting, and operations, translating technology capabilities into business outcomes for advisory firms.
•    Lead with a platform-first narrative that emphasizes operational efficiency, scalability, advisor experience, workflow transformation, and the business value of adopting Tamarac as a core operating system.
•    Identify large-scale opportunities for platform adoption, multi-product expansion, and broader enterprise partnerships across Tamarac modules and adjacent Envestnet capabilities.
•    Partner with internal subject matter experts across Product, Integration, Data, Services, Marketing, Legal, Compliance, and Risk to support technical discovery, client solutioning, demonstrations, pricing considerations, and implementation readiness.
•    Help shape sales strategy through market insight, competitive intelligence, client feedback, deal learnings, and perspective on emerging RIA platform needs.
•    Influence internal stakeholders on product direction, pricing strategy, client solutions, and go-to-market opportunities based on direct market and client insight.
•    Maintain strong pipeline discipline and accurate forecasting through Salesforce and related tools, consistently delivering against aggressive revenue goals and long-term growth initiatives.
•    Represent Envestnet and Tamarac in market-facing activities, including conferences, client meetings, industry events, and executive-level presentations.
•    Provide mentorship and informal guidance to newer or less-experienced sales team members by sharing platform sales best practices, market perspective, and strategic account planning approaches.
•    Adhere to and apply Envestnet’s legal, compliance, risk, business continuity, and administrative policies, including timely completion of required training, awareness, affirmations, testing, and documentation.
•    Understand and readily support Envestnet’s established corporate business practices, policies, internal controls, and procedures designed to create value and minimize risk.

• •    10+ years of experience in SaaS sales, fintech platform sales, technology solutions sales, or wealth management sales, preferably with demonstrated success selling complex platforms to RIAs or advisory firms.
  •    Proven track record owning enterprise-level sales cycles, strategic account plans, and high-value revenue opportunities in a competitive market.
  •    Demonstrated ability to build consultative relationships with senior stakeholders, executives, firm principals, operations leaders, CIOs, and other decision-makers within advisory firms.
  •    Strong understanding of RIA operations, including portfolio management workflows, trading and rebalancing systems, billing, reporting, data, integrations, and operational scalability needs.
  •    Ability to articulate SaaS platform value propositions and translate product capabilities into measurable client business outcomes.
  •    Experience leading complex, multi-stakeholder negotiations and structuring deals involving technical, operational, financial, and executive decision makers.
  •    Strong business acumen, executive presence, communication, presentation, negotiation, and relationship management skills.
  •    Ability to partner effectively across internal teams and influence product, pricing, solutioning, and go-to-market discussions through client and market insight.
  •    Highly self-motivated, strategic, and disciplined, with the ability to operate in a fast-paced, growth-oriented, client-facing environment.
  •    BA/BS in finance, business administration, technology, or a related area of study, or equivalent combination of education and experience.
  •    Willingness to travel up to 50-60%.
  

•    Direct experience selling Tamarac or comparable RIA SaaS platforms such as Orion, Black Diamond, Addepar, or similar wealth technology platforms.
•    Existing relationships within the RIA community and familiarity with competitive platform displacement dynamics.
•    Experience with technology-led business transformation conversations, not limited to product-only selling.
•    Generalist understanding of adjacent Envestnet solutions, including managed accounts, investment solutions, overlay services, financial wellness solutions, credit, insurance, or related offerings.
•    CFP, CFA, or similar designation is a plus.