Platform Business Development Director

About the role

The application window for this position closes on August 31, 2026. This role is remote and based in the Western time zone.

Responsibilities

• Drive new SaaS sales of Tamarac to RIAs, positioning the platform as a comprehensive, end-to-end technology solution for portfolio management, trading, reporting, and operations.
• Own the full sales cycle from prospecting through close, focusing on net-new logo acquisition and competitive displacements.
• Develop and execute a territory strategy focused on acquiring $100MM+ RIA firms and scaling Tamarac adoption across the addressable market.
• Lead with a platform-first narrative, emphasizing operational efficiency, scalability, and advisor experience enabled by Tamarac.
• Partner with internal SMEs (product, integration, data, and services teams) to support technical discovery, demonstrations, and implementation planning.
• Identify and pursue expansion opportunities by identifying additional Tamarac modules and adjacent SaaS capabilities within existing client firms.
• Maintain a strong pipeline and forecasting discipline using Salesforce and related tools.
• Represent the Tamarac platform in market-facing activities, including conferences, client meetings, and industry events.
• Ensure adherence to Envestnet’s legal, compliance, and risk policies, including completion of all required training and documentation.

Requirements

• 8–12+ years of experience in SaaS sales, fintech platform sales, or technology solutions sales within the wealth management or financial services industry.
• Proven track record of selling complex SaaS platforms and achieving or exceeding quota in a competitive market.
• Deep understanding of RIA operations, including portfolio management workflows, trading/rebalancing systems, reporting, and billing.
• Strong ability to articulate technology value propositions and translate product capabilities into client business outcomes.
• Experience managing a full sales cycle with multiple stakeholders, including operations, CIOs, and firm principals.
• Excellent communication, presentation, and executive-level selling skills.
• Highly self-motivated with the ability to operate in a fast-paced, growth-oriented environment.
• Willingness to travel up to 50–60%.

Qualifications

• Direct experience selling Tamarac or comparable RIA SaaS platforms (e.g., Orion, Black Diamond, Addepar, etc.).
• Existing relationships within the RIA community.
• Experience with technology-led business transformation conversations (vs. product-only selling).
• CFP, CFA, or similar designation (nice to have).

Skills

• Strong SaaS sales mindset.
• Ability to articulate technology value propositions.
• Experience managing a full sales cycle.
• Strong communication and presentation skills.
• Self-motivation and ability to operate in a fast-paced environment.
• Travelability (up to 50–60%).

Benefits

Envestnet offers a comprehensive suite of benefits including medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage, and mental health & wellness support. The role is eligible for an additional incentive component as part of the total rewards package.

Pay

The base salary range for this position is $94,000 to $125,000, with individual pay determined based on relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.

Schedule

This role is remote and based in the Western time zone.