Regional Director

Description

The application window will close July 31st, 2026.

The primary work location for this role is the Pacific Northwest in the United States with a remote work model.

Envestnet is an adaptive

Wealth

Tech company that is redefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.

Backed byover
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,

You will join Envestnet’s Advisor Sales distribution team—a high-performing, growth-focused organization dedicated to helping financial advisors build stronger, more scalable practices. This team operates at the intersection of sales, investment solutions, and practice management, partnering closely with Senior Account Executives, asset management distribution teams, and cross-functional partners across marketing, training, and product. Together, they drive adoption of Envestnet’s Managed Accounts platform and advanced investment solutions, including direct indexing and overlay strategies, while delivering consultative guidance to advisors.

With a strong emphasis on collaboration, market insight, and disciplined execution, the team is committed to expanding advisor relationships, accelerating growth, and shaping the future of wealth management through innovative, client-centric solutions.

The Regional Sales Director is a senior member of the Advisor Sales distribution team, responsible for building, leading, and expanding relationships with financial advisors. This role drives adoption and sales of Envestnet’s Managed Accounts platform and related solutions while serving as a consultative partner to advisors. As a generalist with deep technical and product expertise, the Regional Sales Director works directly in the field, collaborating closely with Senior Account Executives to execute territory strategy, advanced strategic priorities, and deliver measurable growth.

• Own and execute a comprehensive plan to accelerate Managed Account sales and adoption.
• Manage a defined portfolio of high-potential advisors with accountability for overall growth and revenue.
• Drive both new advisor acquisition and expansion of existing relationships.
• Act as a generalist seller with strong product knowledge and ability to deliver practice-management guidance.
• Partner closely with Senior Account Executives to implement advance strategic priorities and drive managed account adoption within advisor practices.
• Partner with asset management distribution teams to expand outsourced solutions and guide advisors through practice transitions.
• Collaborate with sales team members, marketing, and training to identify leads, develop materials, and follow up on events and campaigns.
• Lead conversations on PMC investment solutions and Envestnet Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and PMC strategist offerings.
• Introduce value-added practice management programs, leveraging third-party providers, asset managers, and Envestnet-hosted events.
• Maintain disciplined pipeline management, documenting activities and progress in CRM.
• Lead structured outreach, meetings, and events to advance opportunities and achieve annual objectives.
• Stay ahead of industry trends, competitors, and emerging technologies; provide insights to internal stakeholders to strengthen distribution strategy.
• Work cross-functionally to validate, develop, and gain adoption of solutions that support advisor and enterprise growth.
• Represent Envestnet at industry events, conferences, and client meetings; maintain detailed records of engagement activity.
• Adapt focus areas and sales motions as business priorities evolve.
• 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,…