Senior Account Executive

Description

Envestnet is seeking a Senior Account Executive to join our Sales department.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment

For more information, please visit www.envestnet.com.

Job Summary:

The Senior Account Executive 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. This highly visible role requires a consultative, client-centric approach with proven expertise in strategic sales, national account management, and executive relationship leadership.

Job 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.
  
• Align with HOs on coordinated activation strategies to “warm up” leads through marketing campaigns, training, and warm introductions.
  
• 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.
  
• Travel required: 50–75%.
  
• Ensure full compliance with Envestnet’s legal, risk, compliance, and business continuity standards.
  
• 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 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.

Envestnet:

• Be a member of an innovative and industry leading financial technology and solutions 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

Salary:

The annual base salary range for this position is $137,000 to $183,000.

This position is eligible for a variable pay based on a sales incentive plan.

Envestnet is an Equal Opportunity Employer.

#LI-RT1