Envestnet · 21 hours ago
Principal Director, RIA Business Development (West Manager)
All, MO
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expEnvestnet is a financial services company focused on wealth management solutions, and they are seeking a Principal Director for RIA Business Development. This role will drive adoption of Envestnet’s Managed Account solutions within the RIA channel, collaborating with internal teams to enhance client relationships and promote platform utilization.
Financial ServicesFinTechWealth Management
Responsibilities
Deepen Managed Account Adoption: Lead strategic initiatives to grow SMA/UMA/strategist usage and overlay services within top Tamarac and UMP clients, with a focus on the largest RIAs (> $5B AUM)
Partner with Account Executives: Collaborate with AEs to develop and execute coordinated account plans that drive platform expansion and Managed Account growth across shared client relationships
Advance Platform Utilization: Promote Envestnet’s broader wealth ecosystem, including trading and reporting technology, tax overlay, direct indexing, and Financial Wellness offerings (Alternatives, Credit, Insurance)
Strategic Growth Leadership: Identify new product adoption opportunities and cross-sell pathways within complex RIA enterprises; provide insights to inform territory strategy and product roadmap
Client Relationship Management: Serve as a senior relationship point of contact for priority RIA accounts, coordinating across internal COEs, service, and product specialists to deliver a seamless client experience
Data-Driven Targeting: Use Salesforce, Seismic, and internal analytics to track Managed Account penetration, identify growth opportunities, and measure adoption outcomes
Enablement and Best Practices: Partner with internal stakeholders to develop playbooks, case studies, and best practices that enhance AE collaboration and client engagement across the RIA segment
Compliance and Governance: Uphold Envestnet’s legal, risk, and compliance standards, including timely completion of training and adherence to internal business policies and procedures
Qualification
Required
10-15 years of experience in financial services, preferably within advisory platform, asset management, or fintech distribution
Bachelor's degree in finance, business administration, or related discipline (or equivalent experience)
Deep understanding of the RIA business model, managed account ecosystem, and advisory technology landscape
Proven experience managing enterprise client relationships and driving adoption of complex financial or technology solutions
Demonstrated ability to partner across sales, product, and service teams to deliver integrated client outcomes
Strong business acumen with excellent communication, presentation, and stakeholder management skills
Proficiency with Salesforce and sales enablement tools such as Seismic and Calendly
Willingness to travel up to 60-80%
Strategic, analytical, and highly collaborative mindset with the ability to influence senior stakeholders
Preferred
CFP or CFA designation
Experience working with RIAs or wealth management firms managing >$5B in AUM
Familiarity with Envestnet's wealth management platform or comparable fintech ecosystems
Company
Envestnet
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.42BKey Investors
Impactive CapitalBlackRockKeystone Capital
2024-07-11Acquired
2022-11-15Post Ipo Debt· $575M
2022-03-31Post Ipo Equity· $289.4M
Leadership Team
Chris Todd
Chief Executive Officer
Brandon Thomas
Co-Founder & Chief Information Officer
Recent News
2026-01-08
2026-01-07
Company data provided by crunchbase