Manages a defined territory or smaller advisor segment and executes territory coverage plans in partnership with the Regional Director to accelerate Managed Account adoption and sales.
Manages a portfolio of potential advisors with accountability for sales activity, revenue contribution, advisor engagement, and pipeline growth.
Executes outbound prospecting, qualifies leads, and supports advisor meetings by coordinating with Regional Directors and Senior Account Executives.
Delivers compelling product demonstrations and articulates tailored value propositions.
Advances opportunities through the sales pipeline, from initial contact to close, while supporting deal progression and follow-up.
Identifies and executes cross-sell and upsell opportunities within existing accounts.
Distributes and consults on PMC investment solutions and Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and strategist offerings.
Partners with Marketing, Training, and Sales colleagues on lead generation campaigns, event follow-up, and development of advisor-facing materials.
Collaborates with internal teams to ensure exceptional client experience and retention.
Builds strong relationships with key decision-makers at advisory firms.
Maintains disciplined CRM documentation of advisor engagement, pipeline activity, and territory execution.
Represents Envestnet at advisor events, conferences, and industry meetings.
Monitors industry trends and competitor activity, sharing insights with internal partners to inform territory execution.
Meets or exceeds individual sales targets and maintains accurate pipeline forecasting.
Ensures compliance with Envestnet's policies, internal controls, and regulatory requirements. What You ' ll Need to Bring
Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
Financial services experience, preferably in advisory platform or asset management sales.
Bachelor's degree in finance, Business Administration, or related field (or equivalent experience).
Strong understanding of the advisory business model, portfolio construction, and financial planning process.
Experience managing a territory, supporting sales strategy, and achieving quota.
Excellent organizational, presentation, and communication skills.
Ability to build strong relationships across advisors, colleagues, and cross-functional teams.
Agile, solutions-oriented mindset with ability to execute against territory objectives.
Ability to travel up to 25% (100% in-field engagement within assigned territory).

Why You'll Enjoy Working at Envestnet Help shape the future of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest minds to deliver meaningful, innovative solutions that make a real difference. We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you're looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future. The opportunity is now! Sponsorship This position is not open to candidates requiring visa sponsorship Our Investment in You This role offers a base salary range of $81,200 to $107,500. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package. We provide a comprehensive suite of benefits - subject to Envestnet's plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more. Our Commitment to Inclusion & Belonging Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply. We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process. Recruitment Fraud At Envestnet, safeguarding the trust and safety of job seekers is a top priority. 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