What are the responsibilities and job description for the Regional Director position at Envestnet?
Description
The application window will close September 30th, 2026.
Job Location
The primary work location for this role is the Western United States with a remote work model.
About Envestnet
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
The Regional Director is a senior member of the Advisor Sales distribution team, responsible for building, leading, and expanding relationships with financial advisors.
How You’ll Contribute
Responsible for driving revenue growth by acquiring, retaining and expanding relationships with financial advisors and advisory firms. Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives. Actively prospects, develop pipelines and closes new business while expanding existing client relationships. Collaborate with product, marketing and service teams to deliver tailored solutions and ensure a high-quality client experience.
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 $98,000 to $140,000. 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 [email protected]. 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. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
The application window will close September 30th, 2026.
Job Location
The primary work location for this role is the Western United States with a remote work model.
About Envestnet
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
The Regional Director is a senior member of the Advisor Sales distribution team, responsible for building, leading, and expanding relationships with financial advisors.
How You’ll Contribute
Responsible for driving revenue growth by acquiring, retaining and expanding relationships with financial advisors and advisory firms. Focuses on understanding client needs and positioning company technology, managed account solutions and investment offerings to support client business objectives. Actively prospects, develop pipelines and closes new business while expanding existing client relationships. Collaborate with product, marketing and service teams to deliver tailored solutions and ensure a high-quality client experience.
- Manages large, high-value advisor relationships and complex sales opportunities.
- Owns and executes on a national or highly complex book of business with significant revenue responsibility.
- Serves as a trusted advisor for C-level and executive stakeholders within client organizations.
- Leads highly complex conversion opportunities including multi-product or program engagements.
- Helps shapes sales strategy through market insight, competitive intelligence and client feedback.
- Influences internal stakeholders on product direction, pricing strategy and client solutions.
- Consistently meets or exceeds sales goals and drives long-term growth initiatives.
- Leads and directs regional team strategy around sales pipeline development and management.
- Serve as a subject matter expert on Envestnet Managed Account capabilities, including direct indexing, Tax/Impact Overlay solutions, and PMC strategist offerings, helping advisors identify and implement appropriate investment solutions.
- Partner with asset management distribution teams to expand adoption of outsourced investment solutions and support advisors through practice evolution and transition initiatives.
- Introduce and promote practice management programs, educational resources, and industry events designed to help advisors grow and enhance their businesses.
- Represent Envestnet at industry conferences, client events, and advisor meetings to strengthen market presence, build relationships, and generate new business opportunities.
- Maintain expertise on industry trends, competitive offerings, and emerging technologies, leveraging insights to strengthen advisor value propositions and inform distribution strategies.
- 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.
- 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.
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 $98,000 to $140,000. 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 [email protected]. 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. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
Salary : $98,000 - $140,000