Principal Director, Divisional Lead - Regions jobs in United States
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Envestnet · 9 hours ago

Principal Director, Divisional Lead - Regions

positionAll, MO
timeFull-time
remoteOnsite
seniorityDirector/Executive
money$138K/yr - $240K/yr
date15+ years exp

Envestnet is seeking a Principal Director, Divisional Lead – Regions to join our Sales department. This role leads a team responsible for building relationships with financial advisors and driving Managed Account growth within regional markets.

Financial ServicesFinTechWealth Management
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H1B Sponsor Likelynote

Responsibilities

Lead, coach, and develop a team of Regional Directors and Regional Consultants managing strategic advisor portfolios and high-potential accounts within assigned regions
Drive Managed Account growth and adoption across regional verticals by collaborating with enterprise leadership and aligning with Envestnet’s strategic priorities
Ensure Regional Directors and Consultants effectively leverage shared go-to-market (GTM) resources—including Advisor Sales, Customer Success, Marketing, and Centers of Excellence—to deliver coordinated solutions and maximize impact
Oversee territory planning, revenue targets, and regional account strategies, providing guidance and direction to ensure consistent execution and goal attainment
Partner with cross-functional teams to implement enterprise initiatives, expand outsourced solutions, and support advisor practice transitions across regional markets
Review performance metrics, pipeline health, and forecasts across Regional Director and Consultant portfolios; provide actionable insights and direction to optimize results
Monitor industry trends, competitive activity, and emerging technologies to inform regional sales strategies and enhance advisor engagement
Represent Envestnet externally at industry events, conferences, and executive client meetings, reinforcing the firm’s leadership and value proposition in regional markets
Foster a culture of accountability, collaboration, and continuous improvement across Regional Directors and Consultants
Ensure adherence to all legal, compliance, risk, and administrative policies
Travel required: up to 50% to support team oversight, client engagement, and enterprise initiatives
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, affirmations and testing as requested
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk

Qualification

Financial services experienceManaged Account growthLeadership capabilitiesStrategic initiatives executionAnalytical skillsExecutive presenceTeam developmentData-driven decision makingConsultative expertiseCollaboration skills

Required

Bachelor's degree required; MBA preferred
15+ years of experience in financial services, advisory platforms, or asset management sales, with at least 5 years managing senior client-facing leaders (Regional Directors, Regional Consultants, or equivalent)
Proven success driving Managed Account growth and achieving revenue objectives across multiple regions or business verticals
Demonstrated experience collaborating with enterprise leadership and cross-functional teams to execute strategic initiatives
Strong leadership capabilities with a proven record of developing high-performing teams and driving results through direct reports
Exceptional executive presence and ability to influence senior client and internal stakeholders
Analytical and data-driven, with the ability to translate insights into actionable sales strategies and team performance improvements
A collaborative and strategic thinker who thrives in a fast-paced, matrixed organization
Ability to travel 50–75% for team oversight, client engagement, and enterprise initiatives

Preferred

MBA preferred

Benefits

Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K – Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program

Company

Envestnet

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Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
dateFounded in 1999
location
Berwyn, Pennsylvania, USA
people-size1001-5000 employees
web-link
http://www.envestnet.com

H1B Sponsorship

Envestnet has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (38)
2023 (29)
2022 (40)
2021 (49)
2020 (27)

Funding

Current Stage
Public Company
Total Funding
$1.42B
Key Investors
Impactive CapitalBlackRockKeystone Capital
2024-07-11Acquired
2022-11-15Post Ipo Debt· $575M
2022-03-31Post Ipo Equity· $289.4M

Leadership Team

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Chris Todd
Chief Executive Officer
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Brandon Thomas
Co-Founder & Chief Information Officer

Recent News

Yahoo Finance
Edelman Financial Engines Switches Tech Stack from Envestnet to Orion
2026-01-22
Pulse 2.0
Envestnet Names Sue Burton As Chief Marketing Officer
2026-01-11
TCV
TCV Portfolio
2026-01-08
Company data provided by crunchbase