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Envestnet Jobs (NOW HIRING)

NeoDym Technologies

Envestnet SME

Cleveland, OH · On-site

$53 - $55/hr

Job Code :- 6892-2-11/27 Envestnet SME Cleveland, OH / Dallas, TX / Chicago, IL / NYC, NY Envestnet SME Integration & Platform Specialist Cleveland, OH / Dallas, TX / Chicago, IL Job Summary We are ...

Envestnet

Client Service Associate - Advisor

Raleigh, NC · Hybrid

$48K - $60K/yr

The team serves as subject matter experts on the Envestnet platform, partnering closely with advisors to help them navigate platform functionality, optimize their use of tools, and resolve ...

Envestnet

Talent Acquisition Coordinator (Temporary)

Berwyn, PA · Hybrid

$19.75 - $26.50/hr

Job Location    The primary work location for this role is Berwyn with a hybrid work model.   About Envestnet   Envestnet is an adaptive WealthTech company that is redefining the future ...

Envestnet

Client Service Associate - Advisor

Berwyn, PA · On-site

$48K - $60K/yr

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 ...

Envestnet

Regional Director

Concord, NC · Remote

Together, they drive adoption of Envestnet's Managed Accounts platform and advanced investment solutions, including direct indexing and overlay strategies, while delivering consultative guidance to ...

Envestnet

Director, FA Sales

Berwyn, PA · Hybrid

Description Job Location    The primary work location for this role is Berwyn with a hybrid work model.   About Envestnet   Envestnet is an adaptive WealthTech company that ...

Envestnet

Product Solutions Engineer

Raleigh, NC · On-site

Job Location    The primary work location for this role is either Berwyn, PA or Raleigh, NC with a hybrid work model.   About Envestnet   Envestnet is an adaptive WealthTech company that ...

Envestnet

Product Solutions Engineer

Raleigh, NC · On-site

Coordinates with Envestnet product and technical colleagues to ensure an aligned and integrated approach to problem resolution. * Proactively identifies systemic issues and recommends long-term fixes.

Envestnet

Lead AI Quality Assurance Engineer

Boston, MA · Hybrid

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 ...

Envestnet

Stock Plan Administrator

Concord, NC · On-site +1

$78K - $97K/yr

Adheres to, applies and readily supports Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value and minimize risk. * Ensures all ...

Envestnet

Senior Product Manager

Berwyn, PA · On-site +1

$121K - $160K/yr

Job Location    The primary work location for this role is Berwyn with a hybrid work model.   About Envestnet   Envestnet is an adaptive WealthTech company that is redefining the future ...

Envestnet

Program Management Lead

Concord, NC · Remote

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 ...

Envestnet

Senior Software Development Engineer

Berwyn, PA

$117K - $154K/yr

Job Location    The primary work location for this role is Berwyn, PA with a hybrid work model.   About Envestnet   Envestnet is an adaptive WealthTech company that is redefining the ...

Envestnet

Senior Product Manager - AI

Berwyn, PA

$121K - $160K/yr

Job Location    The primary work location for this role is Berwyn with a hybrid work model.   About Envestnet   Envestnet is an adaptive WealthTech company that is redefining the future ...

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How much do envestnet jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for envestnet in the United States is $26.34, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $30.77 per hour, depending on experience, location, and employer.

What is Envestnet?

Envestnet is a leading provider of integrated technology, intelligent data, and wealth management solutions for financial advisors and institutions. The company offers platforms that help advisors manage client portfolios, streamline operations, and deliver financial planning services. Envestnet's solutions include portfolio management, analytics, reporting, and access to a wide range of investment products, helping advisors improve client outcomes and grow their businesses.

What skills and qualifications are needed to thrive as an Envestnet financial technology professional?

To thrive as a professional at Envestnet, you typically need a strong background in finance, data analysis, and technology, often supported by a degree in finance, computer science, or a related field. Proficiency with financial software platforms, APIs, data integration tools, and familiarity with industry certifications such as CFA or CFP are highly valuable. Exceptional problem-solving abilities, effective communication, and a collaborative mindset set top performers apart. These skills and qualities are crucial for delivering innovative financial solutions and supporting clients in a rapidly evolving fintech environment.

What are common challenges faced by professionals working at Envestnet, and how can new hires overcome them?

Professionals at Envestnet often navigate the fast-paced and evolving nature of the fintech industry, which can present challenges such as adapting to new technologies and regulatory requirements. New hires may also need to quickly learn proprietary platforms and collaborate with cross-functional teams, including product, engineering, and client services. To overcome these challenges, it's helpful to proactively seek mentorship, participate in training programs, and communicate openly with team members. Embracing a continuous learning mindset and leveraging available resources can support a smooth transition and ongoing success at Envestnet.

What is the difference between Envestnet vs Financial Advisor?

AspectEnvestnetFinancial Advisor
Primary RoleProvides technology solutions and platform services for financial advisors and firmsOffers personalized financial planning and investment advice to clients
CredentialsTypically no specific certifications required; knowledge of financial technologyCertifications like CFP, CFA often required
Work EnvironmentFinancial technology firms, B2B environmentFinancial advisory firms, client-facing roles
Industry UsageUsed by financial advisors and firms to manage client portfoliosProvides direct financial advice to individual clients

Envestnet focuses on providing technology platforms for financial advisors, whereas Financial Advisors directly serve clients with personalized financial planning. Both roles are integral to the financial industry but differ in responsibilities and work environment.

Is Envestnet a good place to work?

Envestnet offers a professional environment with opportunities for growth in financial technology and asset management. Employees often cite collaborative teams and access to industry tools as positive aspects, though experiences can vary by role and location.
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Envestnet jobs near you
Infographic showing various Envestnet job openings in the United States as of August 2026, with employment types broken down into 95% Full Time, 1% Part Time, and 4% Contract. Highlights an 61% Physical, 21% Hybrid, and 18% Remote job distribution, with an average salary of $54,791 per year, or $26.3 per hour.

Envestnet SME

Cleveland, OH • On-site

NeoDym Technologies
See more jobs at NeoDym Technologiesexternal

$53 - $55/hr

Contractor

Re-posted 20 hours ago

Job description

Job Code :- 6892-2-11/27

Envestnet SME
Cleveland, OH / Dallas, TX / Chicago, IL / NYC, NY
Envestnet SME Integration & Platform Specialist
Cleveland, OH / Dallas, TX / Chicago, IL

Job Summary

We are seeking an experienced Envestnet Subject Matter Expert (SME) to support the design, integration, and optimization of Envestnet platform solutions for banks, wealth management firms, and financial institutions. The ideal candidate will bring deep domain expertise in Envestnet integrations, APIs, portfolio/account data flows, and wealth technology ecosystems, along with strong technical skills in Java, cloud, and integration architecture. This role will act as a technical and functional bridge between business stakeholders, architecture teams, and engineering.

Key Responsibilities

  • Serve as the Envestnet platform SME, providing strategic and technical guidance for Envestnet integrations within banking and wealth management ecosystems.
  • Lead the design and implementation of Envestnet integrations including account aggregation, portfolio data, managed accounts, trading, reporting, and billing workflows.
  • Define integration architecture using REST/SOAP APIs, event-driven services, and microservices to connect Envestnet with core banking, CRM, custodial, and digital platforms.
  • Partner with product, business, and compliance teams to translate wealth business requirements into scalable technical solutions.
  • Own end-to-end solutioning from requirements, architecture design, development guidance, through production deployment.
  • Provide technical leadership for Envestnet API security, data governance, entitlement models, and regulatory compliance requirements.
  • Guide DevOps and cloud teams to ensure smooth CI/CD pipelines and cloud-native deployments.
  • Perform root cause analysis and resolve complex integration and data reconciliation issues between Envestnet and downstream/upstream systems.
  • Define and enforce best practices for Envestnet-related development, integration patterns, and operational support models.
  • Stay current with Envestnet platform enhancements, new APIs, and wealth-tech industry trends.

Required Skills & Qualifications

Mandatory:

  • Proven hands-on experience leading Envestnet integrations for banks, wealth management firms, or RIA platforms.
  • Strong understanding of Envestnet data models, managed accounts, UMA/SMAs, proposal tools, reporting, and performance data structures.

Technical Skills:

  • Experience in Java, Spring, Spring Boot, Hibernate.
  • Good Knowledge in API architecture and integration (REST, SOAP, microservices).
  • Experience integrating with third-party financial systems (custodians, CRMs, portfolio accounting, core banking).
  • Experience with microservices using Docker and Kubernetes.

Preferred / Nice to Have

  • Experience with Envestnet APIs, data feeds, batch processing, and event-based integrations.
  • Familiarity with Angular or modern front-end frameworks.
  • Experience with Kafka or event streaming platforms.
  • Prior experience working in WealthTech, FinTech, or Asset/Wealth Management domains.
  • Experience in Agile/Scrum environments.