Strategic Relationship Management – Director Retirement

Sales Full-Time ALL USA, United States ReqID:5211


Envestnet is seeking a passionate and talented Strategic Relationship Management – Director Retirement to join our Sales team. 

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.  

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.   


Job Summary:  

You will be tasked with uncovering and managing new Enterprise opportunities that drive new revenue for the Retirement business at Envestnet. The primary function of this role is to engage with Enterprise relationships for Envestnet. You will be selling Retirement solutions for home office relationships of Broker-Dealers, RIAs, Consultants, and DC Aggregator firms. You will help prospective clients understand the value proposition of adopting Envestnet Retirement solutions. You will also be working closely with other Envestnet partners to help find sales opportunities.

Job Responsibilities: 

  • Assist Envestnet Retirement leadership on building out the future product, service and sales organization
  • Lead Envestnet Retirement platform sales efforts to increase sales and utilization of Envestnet Retirement technology platform to BD’s, RIA’s and recordkeeping firms
  • Proactively market Envestnet Retirement platform to targeted non Envestnet RIA and BD prospects
  • Partner with Enterprise Consultants and Envestnet sales teams to be the SME for Envestnet Retirement sales opportunities
  • Identify prospective customers, lead generation and conversion - continuously reviewing business opportunities to drive new revenue
  • Ability to explain how Retirement can influence an organization’s results
  • Negotiate prices and terms and prepare sales agreements
  • Develop sales opportunities by researching and building rapport with current clients
  • Drive Envestnet Retirement new product offerings to current Envestnet Retirement clients & prospects
  • You will act as a liaison between internal and external parties
  • Give feedback to internal groups if the solution being delivered does not meet the needs of clients
  • Partner with marketing on the go to market campaign and content creation
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.   
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk 

Required Qualifications:  

  • Bachelor’s degree
  • 8-12 years of relevant experience or equivalent combinations of experience and education
  • Understanding of the financial services industry
  • A self-starter mentality, ability to prospect and identify sales opportunities while working closely with the Retirement Sales organization
  • Connections with Broker Dealers, Banks, RIAs, Retirement Aggregator, Consultant and other Financial services companies
  • Knowledge of the Capital Markets, Investment products, retirement and platforms
  • A salesperson with a closer mentality, with proven sales success
  • Strong communication & organizational skills with the ability to prioritize activity
  • Strong Presentation Skills
  • Ability to understand Envestnet Retirement solutions
  • Ability to understand, interpret, and explain the benefits of the Envestnet Retirement products to clients and prospects
  • Ability to manage a sales pipeline and carry an annual quota. 

Preferred Qualifications:  

  • Financial services accredited designations (CFP, CFA, CIMA, etc.)
  • Ability to work independently and collaboratively in a team setting
  • Experience selling to Financial Advisors
  • Experience working alongside internal groups
  • Experience in the Retirement/workplace space

 About Us:  

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships. 

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company. 

Why Choose Envestnet:  

  • Be a member of a leading financial services and products innovation company  
  • Competitive Compensation/Total Reward Packages that include: 
  • Health Benefits (Health/Dental/Vision) 
  • Paid Time Off (PTO) & Volunteer Time Off (VTO) 
  • 401K – Company Match 
  • Annual Bonus Incentives 
  • Equity  
  • Parental Stipend  
  • Tuition Reimbursement 
  • Student Debt Program 
  • Charitable match  
  • Wellness Program 
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences 
  • The best work locations with unlimited snacks! 


The annual base salary range for this position is $84,000 to $190,000 

 Envestnet is an Equal Opportunity Employer.