Strategic Relationship Management Director
Envestnet - All, MO
Hiring: Strategic Relationship Management Director Company: Envestnet Location: All, MO Job Posted Time: 2026-09-03 10:44:17 Employment Type: Contract / Remote Target Skills & Keywords : Business Analysis, Project Management, S3, Salesforce, Wealth Management About the job Required Skills: •The application window will close August 31st, 2026. •The primary work location for this role is the United States with a remote work model. •For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com. •Owns and grows a portfolio of mid- to large-size strategic accounts with clear end-to-end revenue ownership. •Interface directly with S3 colleagues and Financial Advisor (FA) sales teams to develop account plans and execute collaborative go-to-market strategies aligned to client goals, revenue targets, and key sales plays. •Establish C-Suite and Home Office (HO) senior executive relationships for assigned clients and build strong, trusted relationships with key decision-makers. •Proactively identifies expansion opportunities, including cross-sell and upsell strategies, and partners with specialists to convert advisor engagement into managed account flows. •Deepens partnership by engaging with clients and HO leadership in strategic planning, incentive alignment, pricing strategy, sales enablement support, and product usability discussions. Compensation: •$150,000 - $200,000 / 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!