Hiring: Director, FA Sales Company: Envestnet Location: Berwyn, PA Job Posted Time: 2026-09-12 10:44:15 Employment Type: Hybrid Target Skills & Keywords : Wealth Management About the job Required Skills: •The primary work location for this role is Berwyn with a hybrid work model. •For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com. •You’ll join a high-performing sales organization focused on driving adoption of Envestnet’s Managed Accounts platform across Regional and National Accounts. This team plays a critical role in generating pipeline, supporting revenue growth, and strengthening advisor engagement. •Coaches and develops team members on pipeline management, deal strategy, client engagement, sales acumen, product expertise, and consultative engagement skills. •Provides structured coaching through regular 1:1s, call reviews, and in-field development, while building individualized development plans, succession planning, and talent strategies. •Fosters a high-performance, inclusive culture centered on accountability, execution, growth, communication, recognition, and leadership visibility. •Monitors sales performance, forecasts revenue, and ensures consistent pipeline health across the team by inspecting activity, pipeline, conversion rates, and revenue contribution. •Identifies performance gaps and implements targeted coaching and action plans to improve individual and team results. Compensation: •Flexible work environment (work from home / hybrid options) •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. •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. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!