Regional Director

Job Summary

The Regional Director is a senior member of the Advisor Sales distribution team, responsible for building, leading, and expanding relationships with financial advisors. This role drives adoption and sales of Envestnet’s Managed Accounts platform and related solutions while serving as a consultative partner to advisors.

Job Responsibilities

• Own and execute a comprehensive plan to accelerate Managed Account sales and adoption.

• Manage a defined portfolio of high-potential advisors with accountability for overall growth and revenue.

• Drive both new advisor acquisition and expansion of existing relationships.

• Act as a generalist seller with strong product knowledge and ability to deliver practice-management guidance.

• Partner closely with Senior Account Executives to implement advanced strategic priorities and drive managed account adoption within advisor practices.

• Partner with asset management distribution teams to expand outsourced solutions and guide advisors through practice transitions.

• Collaborate with sales team members, marketing, and training to identify leads, develop materials, and follow up on events and campaigns.

• Lead conversations on PMC investment solutions and Envestnet Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and PMC strategist offerings.

• Introduce value-added practice management programs, leveraging third-party providers, asset managers, and Envestnet-hosted events.

• Maintain disciplined pipeline management, documenting activities and progress in CRM.

• Lead structured outreach, meetings, and events to advance opportunities and achieve annual objectives.

• Stay ahead of industry trends, competitors, and emerging technologies; provide insights to internal stakeholders to strengthen distribution strategy.

• Work cross-functionally to validate, develop, and gain adoption of solutions that support advisor and enterprise growth.

• Represent Envestnet at industry events, conferences, and client meetings; maintain detailed records of engagement activity.

• Adapt focus areas and sales motions as business priorities evolve.

Required Qualifications

• 10+ years of experience in financial services, advisory platforms, or asset management sales.

• 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.