Business Development Senior Consultant - RIA

Application window closes July 31st, 2026. Primary work location: Southeast United States with a remote work model.

About Envestnet

Envestnet is an adaptive WealthTech company 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. www.envestnet.com

The Team You’ll Join

You will join Envestnet’s RIA Sales team, a high-performing group focused on driving growth and deepening strategic relationships across the advisory market. This team partners closely with Product, Investment Solutions, Marketing, Client Experience, and leadership teams to deliver a comprehensive wealth management ecosystem to RIAs and advisory firms. The environment is fast-paced, client-facing, and highly collaborative, with a strong emphasis on strategic thinking, executive relationship building, consultative selling, and measurable revenue growth.

Responsibilities

• Own and execute a strategic territory plan focused on acquiring, expanding, and retaining relationships with Registered Investment Advisors and advisory firms.
• Lead enterprise-level sales efforts for Envestnet’s comprehensive wealth management ecosystem, including Tamarac (reporting, trading, CRM), managed accounts, investment solutions, direct indexing, tax overlay, analytics & alternatives.
• Build and manage consultative relationships with executive stakeholders, firm principals, CIOs, COOs, and other senior decision-makers within client and prospect organizations.
• Identify, structure, negotiate, and close complex multi-product sales opportunities that support sustained revenue growth and long-term client partnership objectives.
• Serve as the primary sales lead for strategic RIA relationships, helping firms align Envestnet capabilities with their business, technology, operational, and investment goals.
• Develop and execute strategic account plans that expand advisor adoption across Envestnet’s platform and solution set.
• Lead sales of managed accounts, including SMA, UMA, strategist portfolios, and related investment solutions, while positioning complementary Envestnet offerings such as tax overlay, direct indexing, alternatives & analytics.
• Act as a lead generalist, supported by subject matter experts, to identify, advance, and shepherd opportunities across managed account administration technology, performance reporting, investment solutions & overlay services.
• Identify, recruit, and sign new $100MM+ RIA firms onto Envestnet and Tamarac, then drive managed account adoption and broader ecosystem expansion within those firms.
• Partner with Product, Investment Solutions, Marketing, Client Experience, Sales leadership, and other internal stakeholders to bring tailored, integrated solutions to market.
• Influence go-to-market strategy through client insights, competitive intelligence, market expertise, and feedback from strategic RIA relationships.
• Represent Envestnet at industry conferences, client meetings, market-facing activities, and strategic events that strengthen Envestnet’s brand presence in the RIA space.
• Provide mentorship and informal guidance to peers and less-experienced sales professionals, helping elevate overall sales effectiveness and market knowledge.
• Maintain strong forecasting discipline, pipeline hygiene, and sales activity tracking in Salesforce, Calendly, Seismic, and related sales enablement tools.
• Consistently deliver against aggressive revenue goals and drive long-term territory growth initiatives.
• Adhere to and apply Envestnet legal, compliance, risk, business continuity, and administrative policies within the role and department, including timely completion of training, awareness, affirmations, and testing as requested.
• Understand and support Envestnet’s established corporate business practices, policies, internal controls, and procedures designed to create value and minimize risk.

Requirements

• Bachelor’s degree in finance, business administration, or a related area of study, or an equivalent combination of education and experience.
• Demonstrated success owning a high-value territory or complex book of business and consistently achieving or exceeding revenue targets.
• Proven experience leading complex sales cycles, including executive-level engagement, multi-stakeholder negotiations, and multi-solution opportunities.
• Deep understanding of the advisory business model, RIA marketplace, trading and reporting technology, financial planning workflows, investment solutions, and wealth management services.
• Ability to articulate the value of Envestnet’s broader ecosystem, including managed accounts, platform technology, investment solutions, analytics, tax overlay, direct indexing, alternatives.
• Experience building trusted relationships with executive stakeholders and serving as a consultative advisor to clients and strategic partners.
• Strong strategic planning, business development, account management, and consultative selling capabilities.
• Ability to evaluate market trends, competitive dynamics, client needs, and advisor business models, then translate insights into growth opportunities and actionable sales strategies.
• Exceptional communication, presentation, relationship-building, influence, negotiation, and executive-level selling skills.
• Strong cross-functional partnership skills and ability to collaborate effectively with Product, Marketing, Investment Solutions, Client Experience, Legal, Compliance, and Service teams.
• Agile and solutions-oriented, with the ability to identify and apply appropriate win-win approaches in new or complex situations.
• Willingness to travel up to 60%.

Nice-to-Haves

• CFP, CFA, or similar designation.
• Envestnet, Tamarac, or comparable fintech platform provider experience.
• Existing relationships within the RIA community.
• Experience supporting technology-led business transformation conversations with advisory firms.
• Experience influencing product, pricing, or go-to-market strategy through market feedback, competitive intelligence, and client insight.

Benefits

• Medical insurance
• Paid time off (PTO)
• 401k company match
• Paid parental leave
• Education reimbursement
• Disability coverage
• Mental health & wellness support

Pay

This role offers a base salary range of $94,000 to $125,000. 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.

This position is not open to candidates requiring visa sponsorship.