Apply on Employer Site

Envestnet · 11 hours ago

Business Development Director

All, MO

Full-time

Hybrid

Senior Level, Lead/Staff

$100K/yr - $135K/yr

10+ years exp

Envestnet is transforming the way financial advice is delivered through its connected technology and asset management solutions. The Business Development Director is responsible for driving adoption and expansion of Envestnet’s services across RIA clients by developing and executing a territory sales strategy that promotes the company's comprehensive wealth management ecosystem.

Financial ServicesFinTechWealth Management

Responsibilities

Lead sales of managed accounts (SMA/UMA/Strategist programs) and other Envestnet solutions including tax overlay, direct indexing, and related investment strategies to current Tamarac and Envestnet RIA clients

Serve as a lead generalist—partnering with subject matter experts (SMEs)—to identify and close opportunities across Envestnet’s technology and investment ecosystem (trading, reporting, overlay, credit, insurance, and analytics)

Identify, recruit, and onboard new $100MM+ RIA firms to the Envestnet/Tamarac platform; drive managed account adoption and asset growth post-implementation

Grow, develop, and retain RIA managed account assets across your territory

Deepen Managed Account (MA) usage among TUMA/UMP users, with a targeted focus on smaller accounts and the long-tail segment

Expand advisor engagement with Envestnet’s Financial Wellness Solutions suite, including Alternatives, Credit, and Insurance Exchange offerings

Maintain consistent pipeline and sales management discipline within Salesforce, Calendly, Seismic, and related tools

Operate with full adherence to Envestnet’s compliance, risk, and business continuity standards, ensuring timely completion of all training and affirmations

Uphold Envestnet’s business practices and internal controls designed to drive value, minimize risk, and sustain long-term client trust

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 experienceRIA business model knowledgeInvestment solutions knowledgeGo-to-market strategiesSales managementInfluencing stakeholdersCommunication skillsPresentation skillsOrganizational skills