VP, National Advisory Sales

Description

<em>The application window will close October 31st, 2026.</em>

Job Location

The primary work location for this role is Remote 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

You will join a high-impact leadership team within Envestnet's Advisor Sales & Wealth Consulting organization, responsible for driving enterprise growth through advisor engagement, managed account adoption, and strategic client partnerships. As the senior leader of the Financial Advisor Sales organization, you will oversee a nationwide team of sales leaders and consultants while working closely with executive stakeholders across the business.

This role offers the opportunity to influence corporate strategy, shape the future of advisor distribution, and lead a team dedicated to expanding Envestnet's presence within the wealth management industry. You will partner with cross-functional leaders to bring innovative solutions to advisors and institutions, helping drive sustainable growth and long-term client success.

How You’ll Contribute

The VP, National Advisory Sales leads Envestnet’s national FA Sales organization, overseeing all divisions, Regional Directors, and Regional Consultants across the country. This executive is responsible for setting the strategic direction for advisor engagement, driving Managed Account adoption, and achieving enterprise growth objectives.

As a senior leader within the Advisor Sales & Wealth Consulting organization, the VP, National Advisory Sales builds and develops a high-performing field organization, fosters deep partnerships with Home Office leaders, and ensures Envestnet’s platform and solutions are effectively positioned to serve financial advisors and their clients. The role requires a visionary sales leader who can blend strategy, execution, and people leadership to deliver measurable and sustainable growth.

• Strategic Leadership:

  • Define and execute the national FA Sales strategy, ensuring alignment with enterprise priorities, revenue goals, and long-term growth of Managed Accounts and Financial Wellness Solutions.

• Organizational Oversight:

  • Lead, coach, and develop all Regional Directors and Regional Consultants, ensuring clear accountability, consistent execution, and collaboration across divisions.

• Revenue Growth & Adoption:

  • Drive platform adoption, advisor acquisition, and asset growth across all territories by optimizing sales processes, territory coverage, and client engagement models.

• Cross-Functional Collaboration:

  • Partner with Home Office leadership, Customer Success, Marketing, and Centers of Excellence (COEs) to deliver seamless advisor experiences and integrated enterprise solutions.

• Operational Excellence:

  • Oversee pipeline management, forecasting accuracy, and performance metrics to ensure disciplined execution and achievement of sales targets across the organization.

• Market Strategy & Insights:

  • Stay ahead of industry trends, competitive dynamics, and advisor needs; translate insights into actionable strategies to expand Envestnet’s market leadership.

• Enterprise Partnerships:

  • Collaborate with asset management distribution, wealth management institutions, and internal business units to promote outsourced solutions and enhance platform engagement.

• Team Culture & Development:

  • Foster a high-performance, accountable, and collaborative culture within the FA Sales organization that emphasizes client focus, innovation, and continuous improvement.

• Representation & Advocacy:

  • Serve as the face of FA Sales at national conferences, client summits, and executive meetings, representing Envestnet’s value proposition to senior-level partners and advisors.

• Governance & Compliance:

  • Ensure compliance with all regulatory, legal, and risk standards while maintaining operational excellence across teams and processes.

• Travel Requirement:

  • Approximately 50–75% travel to support regional teams, clients, and enterprise initiatives.

What You’ll Need to Bring

• Bachelor’s degree required; MBA or advanced degree preferred.
• 15+ years of experience in financial services, advisory platforms, or asset management distribution.
• 7+ years in senior leadership roles managing multi-level, geographically dispersed sales organizations.
• Proven ability to develop and execute large-scale sales strategies that drive adoption, growth, and client retention.
• Deep understanding of financial advisory models, Managed Accounts, and the broader wealth management ecosystem.
• Exceptional executive presence and ability to influence across all levels of internal and external stakeholders.
• Strong analytical, data-driven decision-making skills with the ability to translate insights into performance improvements.
• Demonstrated success in leading through change, scaling organizations, and developing leadership talent.
• Collaborative mindset, adept at leading in a matrixed, fast-paced environment.
• Willingness to travel up to 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 $240,000 to $300,000. 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 [email protected]. 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.