[Remote] Regional Sales Director - Northwest

Note: The job is a remote job and is open to candidates in USA. Envestnet is an adaptive WealthTech company redefining the future of wealth management. They are seeking a Regional Sales Director to build and expand relationships with financial advisors, drive adoption of Envestnet’s Managed Accounts platform, and collaborate with cross-functional teams to achieve growth.ResponsibilitiesOwn and execute a comprehensive plan to accelerate Managed Account sales and adoptionManage a defined portfolio of high-potential advisors with accountability for overall growth and revenueDrive both new advisor acquisition and expansion of existing relationshipsAct as a generalist seller with strong product knowledge and ability to deliver practice-management guidancePartner closely with Senior Account Executives to implement advance strategic priorities and drive managed account adoption within advisor practicesPartner with asset management distribution teams to expand outsourced solutions and guide advisors through practice transitionsCollaborate with sales team members, marketing, and training to identify leads, develop materials, and follow up on events and campaignsLead conversations on PMC investment solutions and Envestnet Managed Account capabilities, including Tax/Impact Overlay, direct indexing, and PMC strategist offeringsIntroduce value-added practice management programs, leveraging third-party providers, asset managers, and Envestnet-hosted eventsMaintain disciplined pipeline management, documenting activities and progress in CRMLead structured outreach, meetings, and events to advance opportunities and achieve annual objectivesStay ahead of industry trends, competitors, and emerging technologies; provide insights to internal stakeholders to strengthen distribution strategyWork cross-functionally to validate, develop, and gain adoption of solutions that support advisor and enterprise growthRepresent Envestnet at industry events, conferences, and client meetings; maintain detailed records of engagement activityAdapt focus areas and sales motions as business priorities evolveAdherence 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 requestedAs 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 riskSkills10+ years of experience in financial services, advisory platforms, or asset management salesProven track record managing territories and consistently meeting or exceeding sales goalsDeep understanding of the advisory business model, portfolio construction, and financial planning processStrong leadership presence with exceptional communication and relationship-building skillsStrategic and agile problem solver with the ability to create win-win outcomesAbility to travel 50–75% of the timeBenefitsIncentive compensationEquityMedical insurancePaid time off (PTO)401k company matchPaid parental leaveEducation reimbursementDisability coverageMental health & wellness supportCompany OverviewEnvestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers. It was founded in 1999, and is headquartered in Berwyn, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is http://www.envestnet.com.