Strategic Relationship Management Principal Director

About the role

The Strategic Relationship Management Principal Director will focus on deepening and expanding relationships with key RIA and Home Office (HO) clients. Acting as a trusted advisor, you will help clients grow their businesses and maximize success by aligning their strategic goals with the full power of Envestnet's ecosystem.

Responsibilities

• Strategically engage with Home Office (HO) clients to drive holistic account management with end-to-end revenue ownership.
• Partner closely with Financial Advisor (FA) sales teams to execute a collaborative go-to-market (GTM) strategy that systematically drives key sales plays.
• Orchestrate seamless execution with internal stakeholders to unlock cross-sell opportunities with specialists and convert advisor engagement into managed account flows.
• Partner with HO leadership on incentive alignment, pricing strategies and sales enablement support to drive adoption.
• Act as the primary HO account leader collaborating with Envestnet teams, HO stakeholders, and premier partner resources to drive managed account (MA) flows.
• Serve as a key connection point for FA sales, sharing HO-provided advisor data and guiding FA focus where needed.
• Cultivate and nurture strong relationships with senior executives at client organizations.
• Facilitate 8–12 client meetings each quarter (leadership sessions, due diligence reviews, QBRs) with clear, actionable outcomes and measurable results.
• Partner with subject matter experts to deliver insights on market outlooks, industry trends, business strategies, and product solutions.
• Leverage Salesforce to manage relationship data, opportunity pipelines, and go-to-market strategies.
• Work with internal legal and executive teams to manage contract renewals, pricing, and compliance.
• Oversee client participation in conferences, including negotiations, outreach, and post-event follow-ups.

Requirements

• Bachelor’s degree required.
• 15+ years of experience in financial services, with at least 15 years in relationship management and strategic sales.
• Proven expertise engaging with independent RIAs and HO clients, including direct experience working with C-suite executives.
• Demonstrated success in managing complex client relationships, anticipating issues, and delivering consultative solutions.
• Strong background in financial business analysis or consulting, with a track record of driving growth and adoption.
• Exceptional communication, presentation, and interpersonal skills with the ability to influence at senior levels.
• Strong organizational, multitasking, and project management abilities.
• Familiarity with Envestnet’s wealth technology platforms is a plus.
• Travel required: 50–75%

Qualifications

• Master’s degree preferred.
• Experience in wealth management or financial services.
• Experience in managing and growing relationships with high-level executives.
• Experience in strategic sales and account management.
• Experience in financial business analysis or consulting.

Skills

• Strategic thinking and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to build and maintain strong relationships.
• Strong organizational and multitasking skills.
• Experience with Salesforce and other CRM tools.
• Experience with financial technology platforms.

Benefits

Our comprehensive suite of benefits includes medical insurance, paid time off (PTO), 401(k) company match, paid parental leave, education reimbursement, disability coverage, and mental health & wellness support.

Pay

The base salary range for this role is $150,000 to $200,000. 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.

Schedule

This role is eligible for an additional incentive component as part of the total rewards package.

Application Instructions

To apply for this position, please visit our careers page and submit your resume and cover letter.