Envestnet · 1 week ago
Senior Account Executive
All, MO
Full-time
Onsite
Senior Level, Lead/Staff
$137K/yr - $183K/yr
15+ years expEnvestnet is seeking a Senior Account Executive to join our Sales department. The Senior Account Executive will focus on deepening and expanding relationships with key RIA and Home Office clients, acting as a trusted advisor to help clients grow their businesses and maximize success.
Financial ServicesFinTechWealth Management
Responsibilities
Strategically engage with Home Office (HO) clients to drive holistic account management with end-to-end revenue ownership
Partner closely with Financial Advisor (FA) sales teams to execute a collaborative go-to-market (GTM) strategy that systematically drives key sales plays
Orchestrate seamless execution with internal stakeholders to unlock cross-sell opportunities with specialists and convert advisor engagement into managed account flows
Partner with HO leadership on incentive alignment, pricing strategies and sales enablement support to drive adoption
Act as the primary HO account leader collaborating with Envestnet teams, HO stakeholders, and premier partner resources to drive managed account (MA) flows
Serve as a key connection point for FA sales, sharing HO-provided advisor data and guiding FA focus where needed
Align with HOs on coordinated activation strategies to “warm up” leads through marketing campaigns, training, and warm introductions
Cultivate and nurture strong relationships with senior executives at client organizations
Facilitate 8–12 client meetings each quarter (leadership sessions, due diligence reviews, QBRs) with clear, actionable outcomes and measurable results
Partner with subject matter experts to deliver insights on market outlooks, industry trends, business strategies, and product solutions
Leverage Salesforce to manage relationship data, opportunity pipelines, and go-to-market strategies
Work with internal legal and executive teams to manage contract renewals, pricing, and compliance
Oversee client participation in conferences, including negotiations, outreach, and post-event follow-ups
Travel required: 50–75%
Ensure full compliance with Envestnet’s legal, risk, compliance, and business continuity standards
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
Required
Bachelor's degree required
15+ years of experience in financial services, with at least 15 years in relationship management and strategic sales
Proven expertise engaging with independent RIAs and HO clients, including direct experience working with C-suite executives
Demonstrated success in managing complex client relationships, anticipating issues, and delivering consultative solutions
Strong background in financial business analysis or consulting, with a track record of driving growth and adoption
Exceptional communication, presentation, and interpersonal skills with the ability to influence at senior levels
Strong organizational, multitasking, and project management abilities
Preferred
Familiarity with Envestnet's wealth technology platforms is a plus
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
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
2026-01-11
2026-01-08
Company data provided by crunchbase