Strategic Relationship Management Director

Description

The application window will close August 31st, 2026.

Job Location   

The primary work location for this role is the United States with a remote work model.   

About Envestnet  

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its 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.   

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   

The Team You’ll Join  

How You’ll Contribute   

Builds and maintains long-term strategic partnerships with clients, developing in-depth understanding of client profile, its goals & objectives to align with Envestnet technology, solutions, and data intelligence to support their growth. Engage with clients in a consultative approach to be a trusted advisor, proactively identifying key issues, recommending solution strategies and identifying opportunities to sustain long-term partnership, expand services and drive mutual growth. Blends sales strategy with client advocacy to create mutually beneficial, lasting relationships.

• Owns and grows a portfolio of mid- to large-size strategic accounts with clear end-to-end revenue ownership. 
  
• Work with S3 colleagues and Financial Advisor (FA) sales teams to develop account plans and execute collaborative go-to-market strategies aligned to client goals, revenue targets, and key sales plays. 
  
• Establish C-Suite and Home Office (HO) senior executive relationships for assigned clients and build strong, trusted relationships with key decision-makers. 
  
• Proactively identifies expansion opportunities, including cross-sell and upsell strategies, and partners with specialists to convert advisor engagement into managed account flows. 
  
• Deepens partnership by engaging with clients and HO leadership in strategic planning, incentive alignment, pricing strategy, sales enablement support, and product usability discussions. 
  
• Researches and analyzes business drivers and HO-provided advisor data to identify engagement opportunities and guide FA focus where needed. 
  
• Work with S3 colleagues to monitor revenue generation progress against jointly agreed KPIs and proof statements. 
  
• Identifies new opportunities for client engagement and coordinates activation strategies through marketing campaigns, training, and warm introductions. 
  
• Work with S3 colleagues and coordinate cross-functional teams to deliver value, resolve complex issues, and support seamless execution across internal stakeholders and client resources. 
  
• Supports contract renewals, pricing discussions, negotiations, and compliance needs in partnership with internal legal and executive teams. 
  
• Ensures a strong understanding of market/regulatory trends and competitive environment impacting clients and applies in regular interaction with clients. 
  
• Facilitate 8-12 client meetings each quarter, including leadership sessions, due diligence reviews, and QBRs, with clear, actionable outcomes and measurable results. 
  
• Leverages Salesforce to manage relationship data, opportunity pipelines, and go-to-market strategies. 
  
• Work with S3 colleagues to ensure optimal client conference participation and visibility, including negotiations, outreach, and post-event follow-ups. 
  
• Partners with S3 colleagues to ensure applicable RFPs from existing clients are effectively executed.
  
  

What You’ll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• 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%

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. 

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

The opportunity is now!  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

Our Investment in You 

This role offers a base salary range of $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.  This role is eligible for an additional incentive component as part of the total rewards package.   

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.      

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

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