Director, FA Sales

Description

The primary work location for this role is Berwyn with a hybrid work model.

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

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 Business Development Associates 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.

The Director, FA Sales is responsible for leading, coaching, and developing a team of Business Development Associates to drive campaign outreach, engagement, and adoption of Envestnet’s Managed Accounts platform across Regional and National Accounts verticals.

This role plays a critical leadership function in shaping campaign and sales execution, elevating team performance, and ensuring alignment with Regional and National Accounts sales strategy. The Director partners closely with senior sales leadership to deliver consistent, qualified leads and measurable business outcomes.

• Lead, coach, and develop a team of ~8 Business Development Associates to strengthen sales acumen, product expertise, and consultative engagement skills.
• Provide structured coaching through regular 1:1s, call reviews, and in‑field development to elevate individual and team performance.
• Build and execute individualized development plans, succession planning, and talent strategies.
• Foster a high‑performance, inclusive culture centered on accountability, execution, and growth.
• Drive execution of territory coverage plans aligned to Regional and National Accounts strategy in partnership with sales leaders, Regional Directors, and Regional Consultants.
• Ensure consistent, high‑quality prospecting and lead generation that supports Managed Account adoption and sales growth.
• Inspect and manage team performance against key metrics including activity, pipeline, conversion rates, and revenue contribution.
• Identify performance gaps and implement targeted coaching and action plans to improve results.
• Partner closely with Senior Account Executives, Regional and National Accounts leadership to align on priorities, coverage, and campaign management.
• Serve as a key connector across sales, marketing, product, and training teams to ensure coordinated execution.
• Support strategic initiatives, campaigns, and events that drive advisor engagement and platform growth.
• Establish and enforce best practices in CRM usage, campaign management, and sales discipline.
• Analyze team performance data to generate insights and drive continuous improvement.
• Ensure effective follow‑up on leads, campaigns, referrals, and advisor interactions.
• Ensure team maintains deep knowledge of Envestnet’s Managed Accounts platform and PMC investment solutions, including direct indexing, tax overlay, and strategist offerings.
• Monitor industry trends, advisor needs, and competitive dynamics; translate insights into actionable strategies and coaching priorities.
• Ensure adherence to compliance standards, regulatory requirements, and internal policies.
• Champion Envestnet’s values and drive strong team engagement through communication, recognition, and leadership visibility.
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within…