Regional Sales Director - Northwest

Application window closes July 31st, 2026. Primary work location is the Pacific Northwest in the 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 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 Advisor Sales distribution team—a high-performing, growth-focused organization dedicated to helping financial advisors build stronger, more scalable practices. This team operates at the intersection of sales, investment solutions, and practice management, partnering closely with Senior Account Executives, asset management distribution teams, and cross-functional partners across marketing, training, and product. Together, they drive adoption of Envestnet’s Managed Accounts platform and advanced investment solutions, including direct indexing and overlay strategies, while delivering consultative guidance to advisors.

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.
• Adhere to and apply Envestnet legal, compliance, risk, business continuity, and administrative policies, including timely completion of training, affirmations, and testing as requested.
• Understand and support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.

Requirements

• 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.

Benefits

Envestnet provides a comprehensive suite of benefits that support your overall well-being, including:

• 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 $98,000 to $140,000. The range represents a good-faith estimate of base salary compensation and does not include incentive compensation, equity, or benefits. Individual pay will be determined based on factors including relevant experience, skills, education, certifications, and geographic location. This role is eligible for an additional incentive component as part of the total rewards package.