Envestnet · 1 day ago
Regional Director
All, MO
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $140K/yr
10+ years expEnvestnet is transforming the way financial advice is delivered through its connected technology and asset management solutions. The Regional Director is responsible for building and expanding relationships with financial advisors, driving adoption and sales of Envestnet’s Managed Accounts platform, and collaborating closely with Senior Account Executives to execute territory strategy and deliver measurable growth.
Financial ServicesFinTechWealth Management
Responsibilities
Own and execute a comprehensive plan to accelerate Managed Account sales and adoption
Manage a defined portfolio of high-potential advisors with accountability for overall growth and revenue
Drive both new advisor acquisition and expansion of existing relationships
Act as a generalist seller with strong product knowledge and ability to deliver practice-management guidance
Partner closely with Senior Account Executives to implement advance strategic priorities and drive managed account adoption within advisor practices
Partner with asset management distribution teams to expand outsourced solutions and guide advisors through practice transitions
Collaborate with sales team members, marketing, and training to identify leads, develop materials, and follow up on events and campaigns
Lead conversations on PMC investment solutions and Envestnet Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and PMC strategist offerings
Introduce value-added practice management programs, leveraging third-party providers, asset managers, and Envestnet-hosted events
Maintain disciplined pipeline management, documenting activities and progress in CRM
Lead structured outreach, meetings, and events to advance opportunities and achieve annual objectives
Stay ahead of industry trends, competitors, and emerging technologies; provide insights to internal stakeholders to strengthen distribution strategy
Work cross-functionally to validate, develop, and gain adoption of solutions that support advisor and enterprise growth
Represent Envestnet at industry events, conferences, and client meetings; maintain detailed records of engagement activity
Adapt focus areas and sales motions as business priorities evolve
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
10+ years of experience in financial services, advisory platforms, or asset management sales
Proven track record managing territories and consistently meeting or exceeding sales goals
Deep understanding of the advisory business model, portfolio construction, and financial planning process
Strong leadership presence with exceptional communication and relationship-building skills
Strategic and agile problem solver with the ability to create win-win outcomes
Ability to travel 50–75% of the time
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
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 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