Platform Business Development Director

Description

The application window will close August 31, 2026.

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

If you are excited about selling modern SaaS solutions within a high-growth fintech environment - and driving platform adoption that transforms how RIAs operate - this is the role for you.

How You’ll Contribute

Envestnet is seeking an experienced and results-driven Platform Business Development Director to lead new business acquisition and platform expansion within the RIA segment. This role is focused on selling Tamarac as a core SaaS platform - including portfolio management, trading, rebalancing, billing, and reporting solutions - to independent RIAs. The ideal candidate brings a strong SaaS sales mindset and will be responsible for driving net-new client acquisition, expanding platform adoption, and positioning Tamarac as the operating system for advisory firms. This position is remote and based in the Western time zone.

Drive new SaaS sales of Tamarac to RIAs, positioning the platform as a comprehensive, end-to-end technology solution for portfolio management, trading, reporting, and operations

Own the full sales cycle from prospecting through close, focusing on net-new logo acquisition and competitive displacements

Develop and execute a territory strategy focused on acquiring $100MM+ RIA firms and scaling Tamarac adoption across the addressable market

Lead with a platform-first narrative, emphasizing operational efficiency, scalability, and advisor experience enabled by Tamarac

Partner with internal SMEs (product, integration, data, and services teams) to support technical discovery, demonstrations, and implementation planning

Drive expansion opportunities by identifying additional Tamarac modules and adjacent SaaS capabilities within existing client firms

Maintain a strong pipeline and forecasting discipline using Salesforce and related tools

Represent the Tamarac platform in market-facing activities, including conferences, client meetings, and industry events

Ensure adherence to Envestnet’s legal, compliance, and risk policies, including completion of all required training and documentation

What You’ll Need to Bring

8–12+ years of experience in SaaS sales, fintech platform sales, or technology solutions sales within the wealth management or financial services industry

Proven track record of selling complex SaaS platforms and achieving or exceeding quota in a competitive market

Deep understanding of RIA operations, including portfolio management workflows, trading/rebalancing systems, reporting, and billing

Strong ability to articulate technology value propositions and translate product capabilities into client business outcomes

Experience managing a full sales cycle with multiple stakeholders, including operations, CIOs, and firm principals

Excellent communication, presentation, and executive-level selling skills

Highly self-motivated with the ability to operate in a fast-paced, growth-oriented environment

Willingness to travel up to 50–60%

Nice-to-Haves

Direct experience selling Tamarac or comparable RIA SaaS platforms (e.g., Orion, Black Diamond, Addepar, etc.)

Existing relationships within the RIA community

Experience with technology-led business transformation conversations (vs. product-only selling)

CFP, CFA, or similar designation is a plus

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 $94,000 to $125,000. 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

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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