Sarah Lynch
Strategic Growth Leader | Wealth Management | Fintech | Cross-functional Collaborator
- Role
- Principal Director, Strategic Relationship Management at Envestnet
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Sarah Lynch
A senior investment and distribution partnership executive with more than two decades of successful growth and leadership, I have built and scaled advisor-driven business across technology, broker-dealer, and institutional channels.I have been recognized for strong client leadership and results—delivering multimillion-dollar efficiencies, strengthening global partnerships, and bringing new investment solutions to market.My approach is collaborative and data-driven, focused on simplifying complexity and aligning teams across distribution strategy, technology enablement, and client experience.
Experience
Principal Director, Strategic Relationship Management
Mar 2026 — Present · US
Education
University of Washington
BA Business, Accounting
1998 — 2000
Pierce College
Associate of Arts and Sciences - AAS, Business
1996 — 1998
Skills
- Asset Management
- Investments
- Strategic Financial Planning
- Financial Planning
- Management
- Investment Management
- Auditing
- Asset Allocation
- Mutual Funds
- Risk Management
- Cpa
- Equities
- Event Planning
- Customer Service
- Series 7
- Wealth Management
- Tax
- Alternative Investments
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