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Envestnet

Principal Director, Treasury

Concord, NC · On-site

Envestnet is seeking a Principal Director, Treasury to join our Finance department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights ...

Envestnet

Principal Director, Treasury

Concord, NC

Envestnet is seeking a Principal Director, Treasury to join our Finance department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights ...

Envestnet

Principal Director, Treasury

Concord, NC

Description Envestnet is seeking a Principal Director, Treasury to join our Finance department. Envestnet is transforming the way financial advice is delivered through its connected technology ...

The Aerospace Corporation

$208K - $312K/yr

Additionally, as a Principal Director, you'll serve as a corporate steward helping to shape the technical leadership of the corporation, as well as mentoring the next generation of engineers. This ...

The Aerospace Corporation

$208K - $312K/yr

Additionally, as a Principal Director, you'll serve as a corporate steward helping to shape the technical leadership of the corporation, as well as mentoring the next generation of engineers. This ...

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$36.5K

$109.4K

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How much do principal director jobs pay per year?

As of Jun 8, 2026, the average yearly pay for principal director in the United States is $109,393.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What is the difference between Principal Director vs Project Director?

AspectPrincipal DirectorProject Director
Required credentialsAdvanced degrees, extensive industry experience, leadership certificationsRelevant project management certifications (PMP), experience in managing large projects
Work environmentExecutive-level settings, strategic planning, cross-departmental oversightProject sites, office environments, team management
Employer and industry usageCorporations, government agencies, large organizationsConstruction, engineering, IT, consulting firms
Common search and comparison intentUnderstanding leadership roles at an executive levelManaging specific projects and teams

While both roles involve leadership and management, a Principal Director typically oversees multiple departments or strategic initiatives at an executive level, whereas a Project Director focuses on the successful delivery of individual projects. The Principal Director's role is broader and more strategic, often requiring advanced credentials and extensive experience, while the Project Director concentrates on project execution, team coordination, and meeting project goals.

How does a Principal Director typically collaborate with cross-functional teams to drive organizational strategy?

A Principal Director often plays a central role in aligning cross-functional teams—such as product, engineering, finance, and marketing—to achieve the organization's strategic objectives. This collaboration involves facilitating communication, setting clear priorities, and ensuring that all departments are working toward shared goals. Principal Directors are frequently responsible for breaking down complex challenges, mediating between stakeholders, and monitoring progress to keep initiatives on track. This role requires strong leadership and negotiation skills to manage diverse viewpoints and foster a culture of teamwork.

What are the key skills and qualifications needed to thrive as a Principal Director, and why are they important?

To thrive as a Principal Director, you need extensive leadership experience, strategic planning abilities, and a relevant advanced degree or equivalent professional experience. Familiarity with project management software, budgeting tools, and data analysis systems is typically required, along with industry-specific certifications when applicable. Exceptional communication, decision-making, and stakeholder management skills set standout candidates apart. These competencies ensure the effective alignment of organizational goals, resource optimization, and successful team leadership at the executive level.

What is a Principal Director?

A Principal Director is a senior-level executive responsible for overseeing major divisions or functions within an organization. They play a key role in shaping strategy, leading large teams, and ensuring that organizational goals are met efficiently and effectively. Principal Directors often report directly to top executives such as the CEO or board of directors, and their duties can include strategic planning, resource management, and cross-departmental coordination. This role typically requires extensive experience in leadership and a deep understanding of the industry in which they work.
What cities are hiring for Principal Director jobs? Cities with the most Principal Director job openings:
What are the most commonly searched types of Principal jobs? The most popular types of Principal jobs are:
What states have the most Principal Director jobs? States with the most job openings for Principal Director jobs include:
Principal Director jobs near you
Infographic showing various Principal Director job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 94% Full Time, 3% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $109,393 per year, or $52.6 per hour.

Western Divisional, Principal Director

Envestnet

Concord, NC

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

Envestnet is seeking a Western Divisional, Principal Director to join our Sales department. 
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 
Envestnet’s Strategy:
  • Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  • Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  • Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary: 
The Western Divisional, Principal Director leads a team of Regional Directors and Regional Consultants responsible for building, expanding, and deepening relationships with financial advisors across Envestnet’s regional verticals. This role focuses on driving Managed Account adoption and growth within regional markets while ensuring alignment with enterprise strategies and leveraging Envestnet’s Advisor Sales organization.
The Principal Director provides strategic direction, coaching, and oversight to Regional Directors and Regional Consultants, enabling them to execute territory strategies, deliver measurable growth, and achieve enterprise objectives. This role requires strong leadership, consultative expertise, and the ability to engage senior client and internal stakeholders to drive performance across multiple regional business lines.
Job Responsibilities:
  • Lead, coach, and develop a team of Regional Directors and Regional Consultants managing strategic advisor portfolios and high-potential accounts within assigned regions.
  • Drive Managed Account growth and adoption across regional verticals by collaborating with enterprise leadership and aligning with Envestnet’s strategic priorities.
  • Ensure Regional Directors and Consultants effectively leverage shared go-to-market (GTM) resources—including Advisor Sales, Customer Success, Marketing, and Centers of Excellence—to deliver coordinated solutions and maximize impact.
  • Oversee territory planning, revenue targets, and regional account strategies, providing guidance and direction to ensure consistent execution and goal attainment.
  • Partner with cross-functional teams to implement enterprise initiatives, expand outsourced solutions, and support advisor practice transitions across regional markets.
  • Review performance metrics, pipeline health, and forecasts across Regional Director and Consultant portfolios; provide actionable insights and direction to optimize results.
  • Monitor industry trends, competitive activity, and emerging technologies to inform regional sales strategies and enhance advisor engagement.
  • Represent Envestnet externally at industry events, conferences, and executive client meetings, reinforcing the firm’s leadership and value proposition in regional markets.
  • Foster a culture of accountability, collaboration, and continuous improvement across Regional Directors and Consultants.
  • Ensure adherence to all legal, compliance, risk, and administrative policies.
  • Travel required: up to 50% to support team oversight, client engagement, and enterprise initiatives.
  • 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.
Required Qualifications: 
  • Bachelor’s degree required; MBA preferred.
  • 15+ years of experience in financial services, advisory platforms, or asset management sales, with at least 5 years managing senior client-facing leaders (Regional Directors, Regional Consultants, or equivalent).
  • Proven success driving Managed Account growth and achieving revenue objectives across multiple regions or business verticals.
  • Demonstrated experience collaborating with enterprise leadership and cross-functional teams to execute strategic initiatives.
  • Strong leadership capabilities with a proven record of developing high-performing teams and driving results through direct reports.
  • Exceptional executive presence and ability to influence senior client and internal stakeholders.
  • Analytical and data-driven, with the ability to translate insights into actionable sales strategies and team performance improvements.
  • A collaborative and strategic thinker who thrives in a fast-paced, matrixed organization.
  • Ability to travel 50–75% for team oversight, client engagement, and enterprise initiatives.
Envestnet: 
  • Be a member of an innovative and industry leading financial technology and solutions company 
  • Competitive Compensation/Total Reward Packages that include:
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K – Company Match
    • Annual Bonus Incentives
    • Parental Stipend 
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable Match 
    • Wellness Program
Salary:
The annual base salary range for this position is $150,000 to $200,000. 
This position is eligible for a variable pay based on a sales incentive plan.
Envestnet is an Equal Opportunity Employer.
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