Strategic Relationship Management Director

The application window will close December 31st, 2026.

The primary work location for this role is 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, visit

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 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.

Builds and maintains long-term strategic partnerships with clients, developing in-depth understanding of client profile, its goals & objectives to align with Envestnet technology, solutions, and data intelligence to support their growth. Engage with clients in a consultative approach to be a trusted advisor, proactively identifying key issues, recommending solution strategies and identifying opportunities to sustain long-term partnership, expand services and drive mutual growth.

Blends sales strategy with client advocacy to create mutually beneficial, lasting relationships.

• Owns and grows a portfolio of mid- to large-size strategic accounts with clear end-to-end revenue ownership.
• Work with S3 colleagues and Financial Advisor (FA) sales teams to develop account plans and execute collaborative go-to-market strategies aligned to client goals, revenue targets, and key sales plays.
• Establish C‑Suite and Home Office (HO) senior executive relationships for assigned clients and build strong, trusted relationships with key decision-makers.
• Proactively identifies expansion opportunities, including cross-sell and upsell strategies, and partners with specialists to convert advisor engagement into managed account flows.
• Deepens partnership by engaging with clients and HO leadership in strategic planning, incentive alignment, pricing strategy, sales enablement support, and product usability discussions.
• Researches and analyzes business drivers and HO‑provided advisor data to identify engagement opportunities and guide FA focus where needed.
• Work with S3 colleagues to monitor revenue generation progress against jointly agreed KPIs and proof statements.
• Identifies new opportunities for client engagement and coordinates activation strategies through marketing campaigns, training, and warm introductions.
• Work with S3 colleagues and coordinate cross‑functional teams to deliver value, resolve complex issues, and support seamless execution across internal stakeholders and client resources.
• Supports contract renewals, pricing discussions, negotiations, and compliance needs in partnership with internal legal and executive teams.
• Ensures a strong understanding of market/regulatory trends and…