ZipRecruiter

Log In

1

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 ...

Themesoft, Inc.

Envestnet SME/BSA

Dallas, TX · On-site

Role: Envestnet SME/BSA Location: Remote Must Have: Envestnet/Yodlee, Integrations, Platform, Strong understanding of what Envestnet/Yodlee can deliver Role Overview We are seeking an experienced ...

Envestnet

Senior DevOps Engineer

Concord, NC · Hybrid

$121K - $155K/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

Data Analyst II

Berwyn, PA · Hybrid

Envestnet is seeking a Data Analyst II to join our Product department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way ...

Envestnet

Proposal Desk Specialist

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

Senior Product Manager - MoneyGuide

Concord, NC · On-site

$114K - $142K/yr

Envestnet is seeking a Senior Product Manager - MoneyGuide to join our MoneyGuide department. Envestnet is transforming the way financial advice is delivered through its connected technology ...

Envestnet

Product Manager - Tamarac

Berwyn, PA · Hybrid

Envestnet is seeking a Product Manager - Tamarac to join our Product department. This is a hybrid role, with in-office work required at our Berwyn, PA or Raleigh, NC office location. Envestnet is ...

Envestnet

Proposal Desk Specialist

Berwyn, PA · Hybrid

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

Senior Legal Counsel

Boston, MA · On-site

$151K - $205K/yr

Job Location   The primary work location for this role is Chicago, IL, Berwyn, PA, Raleigh, NC, or Boston, MA.   About Envestnet   Envestnet is an adaptive WealthTech company that ...

Envestnet

Proposal Desk Specialist

Berwyn, PA · Hybrid

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

Senior FP&A Analyst

Boston, MA · Hybrid

$92K - $115K/yr

Support monthly, quarterly, and annual financial reporting requirements for the Operating Expenses of Envestnet's P&L. * Develop, maintain, and enhance financial models used for budgeting ...

Envestnet

Pricing Governance Manager

Raleigh, NC · On-site +1

Job Location    The primary work location for this role is Berwyn, Boston or Raleigh with a hybrid work model or remote for other east coast areas.   About Envestnet   Envestnet is an ...

Envestnet

Director, FA Sales

Devon, PA

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, actionable ...

next page

Showing results 1-20

All JobsEnvestnet Jobs

Envestnet information

See salary details

$8

$26

$61

How much do envestnet jobs pay per hour?

As of Jul 14, 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 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.

What are the key skills and qualifications needed to thrive as an Envestnet financial technology professional, and why are they important?

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 some common challenges faced by professionals working at Envestnet, and how can new hires effectively 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 Envestnet and what does the company do?

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.

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 a collaborative culture and access to industry tools, though experiences can vary by role and location.

Who is the CEO of Envestnet?

As of October 2023, the CEO of Envestnet is Bill Crager. He has been with the company for several years and oversees strategic direction and operations. Leadership roles like CEO are typically listed on the company's official website or recent press releases.

What kind of company is Envestnet?

Envestnet is a financial technology company that provides integrated software and services for wealth management, financial planning, and investment advisory firms. It offers tools for data aggregation, analytics, and portfolio management used by financial professionals to serve clients efficiently.

How much do Envestnet regional consultants make?

Envestnet regional consultants typically earn between $60,000 and $90,000 annually, depending on experience, location, and performance. Compensation may also include bonuses and commissions based on client acquisition and retention.
More about Envestnet jobs
What cities are hiring for Envestnet jobs? Cities with the most Envestnet job openings:
What are the most commonly searched types of Envestnet jobs? The most popular types of Envestnet jobs are:
What states have the most Envestnet jobs? States with the most job openings for Envestnet jobs include:
What job categories do people searching Envestnet jobs look for? The top searched job categories for Envestnet jobs are:
Envestnet jobs near you
Infographic showing various Envestnet job openings in the United States as of July 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 55% Physical, 24% Hybrid, and 21% Remote job distribution, with an average salary of $54,791 per year, or $26.3 per hour.

Envestnet SME

NeoDym Technologies

Cleveland, OH • On-site

$53 - $55/hr

Contractor

Re-posted 18 days 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.