Strategic Relationship Management Principal Director

Sales Full-Time Berwyn, Pennsylvania Raleigh, North Carolina ReqID:5840


Envestnet is seeking a passionate and talented Strategic Relationship Management Principal Director to join our Sales team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.

Envestnet 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:

The Strategic Relationship Management Principal Director will focus on nurturing existing client relationships with the goals of helping our clients grow their business and increase overall relationship success and adoption through a sales process. In this role you will partner with your assigned institutional clients to consultatively develop a deeper understanding of their strategic needs and challenges while presenting actionable solutions, sharing best practices, and helping your firms leverage the various Envestnet resources to achieve their ideal use of our Financial Wellness ecosystem. 

Job Responsibilities: 

  • Partner with various Envestnet colleagues to increase platform assets under management, expand product line and consultatively promote additional services to achieve defined sales goals
  • Demonstrate ability to understand and articulate Envestnet corporate vision to client firms
  • Possess deep understanding of advisory business space and market forces changing the financial services industry
  • Host 8 to 12 institutional client meetings per quarter, including leadership management meetings, due diligence and quarterly business reviews
  • Lead client meetings while ensure meetings are 'action oriented’ with an agreed-upon objective and defined outcome
  • Demonstrate full scope understanding of the client’s business and growth strategies including current and the future focus of firm
  • Gain deep understanding of client’s business model to help achieve annual goals and initiatives including internal quarterly metrics and documenting strategic business plans and profile sheets
  • Build and maintain strong client relationships at the senior executive level.
  • Utilize Salesforce to create collaborative relationships and processes for communicating with internal stakeholders. Additionally, log meetings, maintain opportunity pipeline within the tool
  • Leverage and coordinate subject matter experts to host client working sessions including market outlooks and industry trends, business updates, product/solution overviews
  • Work with Legal and Executive teams for contract renewal and pricing. 
  • Coordination with all internal field sales, service, and support Teams to ensure overall firm level goals and objectives
  • Coordinate all client conference activities including negotiate conference fees, all preconference outreach, all post conference summaries, etc. 
  • Travel: 50% - 80% Required
  • 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
  • Minimum 15 Years Financial Service Experience Minimum
  • 15 Years Relationship Management and Sales Experience
  • Proven ability to successfully build and manage relationships with complex clients and to anticipate and resolve issues that may arise
  • Track record of success with clients and prospect interactions financial business analysis and/or consulting experience is a plus
  • Superior communication, interpersonal, presentation and listening skills
  • The ability to take a consultative approach when interacting with clients
  • Strong multi-tasking, project management, presentation, and organizational skills

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
    • 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.

Envestnet is an Equal Opportunity Employer. 

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).