Strategic Relationship Management Principal Director

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Strategic Relationship Management Principal Director

Location:

ALL USA, United States

Date Posted:
Jun 10, 2026

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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 Wealth Tech 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 

The Team You'll Join

You will join a high-impact, growth-focused Sales organization responsible for managing and expanding Envestnet's most strategic RIA and Home Office (HO) relationships. This team operates at the center of Envestnet's client engagement model, partnering closely with Financial Advisor (FA) Sales, Product, Marketing, and Client Success to deliver coordinated, enterprise-wide solutions. As a Strategic Relationship Management Principal Director, you will work alongside a collaborative group of relationship leaders and subject matter experts, all focused on driving client outcomes, accelerating managed account growth, and deepening the firm's footprint across key accounts.

The team is fast-paced, highly visible, and deeply aligned to Envestnet's strategy of delivering holistic, data-driven wealth management solutions to clients.

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…