60 Envestnet Client Services Associate Jobs Hiring Near You

Job Location   

The primary work location for this role is Berwyn with a hybrid 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’ll join a high-performing sales organization focused on driving adoption of Envestnet’s Managed Accounts platform across Regional and National Accounts. This team plays a critical role in generating pipeline, supporting revenue growth, and strengthening advisor engagement.

As Director, FA Sales, you will lead a team of Associate Regional Consultants responsible for prospecting, campaign execution, and delivering qualified opportunities. You’ll partner closely with sales leadership and cross-functional teams in a fast-paced, performance-driven environment centered on accountability, collaboration, and continuous improvement.

How You’ll Contribute   

Provides leadership and oversight for a team(s) responsible for driving growth by building and managing relationships with financial advisers (FAs) and advisory firms. Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives. Drives platform adoption, advisor acquisition and asset growth across territories by optimizing sales processes, territory coverage and client engagement models.

• Coaches and develops team members on pipeline management, deal strategy, client engagement, sales acumen, product expertise, and consultative engagement skills. 
• Provides structured coaching through regular 1:1s, call reviews, and in-field development, while building individualized development plans, succession planning, and talent strategies. 
• Fosters a high-performance, inclusive culture centered on accountability, execution, growth, communication, recognition, and leadership visibility. 
• Monitors sales performance, forecasts revenue, and ensures consistent pipeline health across the team by inspecting activity, pipeline, conversion rates, and revenue contribution. 
• Identifies performance gaps and implements targeted coaching and action plans to improve individual and team results. 
• Partners with Senior Account Executives, Regional and National Accounts leadership, Regional Directors, and Regional Consultants to align priorities, coverage, and campaign management. 
• Serves as a key connector across sales, marketing, product, service, and training teams to align go-to-market efforts, coordinate execution, and improve client outcomes. 
• Supports strategic initiatives, campaigns, and events that drive advisor engagement, Managed Account adoption, platform growth, advisor acquisition, and asset growth. 
• Oversees key client relationships, structuring strategic deals and handling escalated issues and concerns. 
• Drives adoption of sales processes, tools, CRM usage, campaign management, sales discipline, and effective follow-up on leads, campaigns, referrals, and advisor interactions. 
• Ensures team maintains deep knowledge of Envestnet’s Managed Accounts platform and PMC investment solutions, including direct indexing, tax overlay, and strategist offerings. 
• Analyzes team performance data, industry trends, advisor needs, and competitive dynamics to generate insights and translate them into actionable strategies and coaching priorities. 
• Ensures compliance with all regulatory, legal, risk, and internal policy standards while maintaining operational excellence across all team activity and processes. 

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.
•    Bachelor’s degree in finance, Business, or related field (or equivalent experience).
•    Proven track record of coaching and developing talent to achieve and exceed sales goals.
•    Understanding of the advisory business model, portfolio construction, and practice management.
•    Demonstrated ability to lead through influence and collaborate across cross-functional teams.
•    Strong analytical and data-driven decision-making skills.
•    Excellent communication, leadership, and coaching capabilities.
•    Ability to travel approximately 15% for field engagement and team development.

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 

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.  

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.