Hiring: Platform Business Development Director Company: Envestnet Location: All, MO Job Posted Time: 2026-09-10 10:44:17 Employment Type: Contract / Remote Target Skills & Keywords : CFA, CFP, Portfolio Management, SaaS, Salesforce, Segment, Wealth Management About the job Experience: •10+ years of experience in SaaS sales, fintech platform sales, technology solutions sales, or wealth management sales, preferably with demonstrated success selling complex platforms to RIAs or advisory firms. Required Skills: •The application window will close August 31, 2026. •The primary work location for this role is remote with a remote work model. •For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com. •Own and execute enterprise-level Tamarac platform sales opportunities with significant revenue responsibility, including net-new logo acquisition, competitive displacements, and expansion across existing client firms. •Develop and execute strategic territory and account plans focused on acquiring and expanding relationships with high-value RIA firms, including $100MM+ opportunities and other complex advisory market segments. •Serve as a trusted advisor to senior, executive, and C-suite stakeholders within client organizations by aligning Tamarac platform capabilities to firm priorities, operating models, growth objectives, and long-term business strategy. •Lead highly complex, multi-stakeholder sales cycles from initial qualification through close, including discovery, solution positioning, demonstrations, negotiations, contract structuring, and transition to implementation planning. •Position Tamarac as a comprehensive, end-to-end SaaS platform for portfolio management, trading, rebalancing, billing, reporting, and operations, translating technology capabilities into business outcomes for advisory firms. Compensation: •$125,900 - $157,400 / year •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!