57 Envestnet Client Services Associate Jobs Hiring Near You

Description

The application window will close July 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 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   

The Strategic Relationship Management Principal Director will focus on deepening and expanding relationships with key RIA, and Home Office (HO) clients. Acting as a trusted advisor, you will help clients grow their businesses and maximize success by aligning their strategic goals with the full power of Envestnet’s ecosystem. This highly visible role requires a consultative, client-centric approach with proven expertise in strategic sales, national account management, and executive relationship leadership.

• Strategically engage with Home Office (HO) clients to drive holistic account management with end-to-end revenue ownership.
• Partner closely with Financial Advisor (FA) sales teams to execute a collaborative go-to-market (GTM) strategy that systematically drives key sales plays.
• Orchestrate seamless execution with internal stakeholders to unlock cross-sell opportunities with specialists and convert advisor engagement into managed account flows.
• Partner with HO leadership on incentive alignment, pricing strategies and sales enablement support to drive adoption
• Act as the primary HO account leader collaborating with Envestnet teams, HO stakeholders, and premier partner resources to drive managed account (MA) flows.
• Serve as a key connection point for FA sales, sharing HO-provided advisor data and guiding FA focus where needed.
• Align with HOs on coordinated activation strategies to “warm up” leads through marketing campaigns, training, and warm introductions.
• Cultivate and nurture strong relationships with senior executives at client organizations.
• Facilitate 8–12 client meetings each quarter (leadership sessions, due diligence reviews, QBRs) with clear, actionable outcomes and measurable results.
• Partner with subject matter experts to deliver insights on market outlooks, industry trends, business strategies, and product solutions.
• Leverage Salesforce to manage relationship data, opportunity pipelines, and go-to-market strategies.
• Work with internal legal and executive teams to manage contract renewals, pricing, and compliance.
• Oversee client participation in conferences, including negotiations, outreach, and post-event follow-ups.

What You’ll Need to Bring

• Bachelor’s degree required.
  
• 15+ years of experience in financial services, with at least 15 years in relationship management and strategic sales.
  
• 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 Investment in 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  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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