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Envestnet Jobs in Raleigh, NC (NOW HIRING)

Envestnet

Lead Product Manager - Tamarac

Raleigh, NC · Hybrid

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

Envestnet

Lead Data Engineer

Raleigh, NC

$111K - $133K/yr

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

Envestnet

Lead Data Engineer

Raleigh, NC

$111K - $133K/yr

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

Envestnet, Inc.

Pricing Governance Lead

Raleigh, NC · On-site

$108K - $135K/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, actionable ...

Envestnet

Lead Data Engineer

Raleigh, NC

$99K - $131K/yr

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

Envestnet

Senior Sales Engineer

Raleigh, NC · On-site

Envestnet is transforming the way financial advice is delivered through its connected technology and asset management solutions. The Senior Sales Engineer will support the sales team by leading ...

Envestnet, Inc.

Lead Data Engineer

Raleigh, NC · On-site

$111K - $133K/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, actionable ...

NC SECU

Financial Advisor

Rolesville, NC · On-site

Consistently demonstrates a strong understanding and effectively be able to navigate SECU operational systems, life insurance software, NetX 360, Envestnet and new systems as introduced in the future.

NC SECU

Financial Advisor

Knightdale, NC · On-site

Consistently demonstrates a strong understanding and effectively be able to navigate SECU operational systems, life insurance software, NetX 360, Envestnet and new systems as introduced in the future.

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How much do envestnet jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for envestnet in Raleigh, NC is $25.46, according to ZipRecruiter salary data. Most workers in this role earn between $14.64 and $29.74 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.

What are the most commonly searched types of Envestnet jobs in Raleigh, NC?

The most popular types of Envestnet jobs in Raleigh, NC are:

What are popular job titles related to Envestnet jobs in Raleigh, NC?

For Envestnet jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Envestnet jobs in Raleigh, NC look for?

The top searched job categories for Envestnet jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Envestnet jobs?

Cities near Raleigh, NC with the most Envestnet job openings:

Envestnet jobs near you
Infographic showing various Envestnet job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $52,960 per year, or $25.5 per hour.

Lead Product Manager - Tamarac

Envestnet

Raleigh, NC • Hybrid

Full-time

Medical, Retirement, PTO

Re-posted 21 hours ago

Job description

Description

Job Location   

The primary work location for this role is Berwyn or Raleigh with a hybrid work model.   

  

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 insights, and industry leading support. Backed by 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.   

   

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   

   

The Team You’ll Join  

This role is instrumental in defining and advancing product priorities across the Tamarac platform, partnering closely with key stakeholders to shape the roadmap and drive execution from concept through delivery. We are looking for a leader who deeply understands advisor workflows, anticipates client needs, and brings forward innovative solutions that strengthen Tamarac’s position in the wealth management ecosystem.

How You’ll Contribute   

Defines and drives the strategy, roadmap and execution of Envestnet technology products. Gathers requirements from internal stakeholders and clients, translating business needs into clear product specifications and feature prioritization. Works with engineering, design, compliance and business teams to ensure products are scalable, secure and compliant with company and regulatory standards. Analyzes market trends, competitive offerings and product performance data to inform decisions and drive continuous improvement.

• Responsible for developing, managing and optimizing one or more products / product areas.
• Identifies, quantifies and effectively communicates client market opportunities.
• Creates and maintains product vision and roadmap, creates business plans to secure funding, and, develops go-to-market strategies and value proposition.
• Ensures feature alignment across products; manages feature creation and identifies business rules / impact.
• Engages with client-facing sales and implementation colleagues to ensure delivery efforts are aligned with features and feature acceptance criteria.
• Collaborates with other Product Managers to ensure alignment across products; participates in planning and pre/post-planning events.
• Supports testing and partners with revenue and business stakeholders to develop pricing strategies and assess impact on ROI.
• Works with Sales, Marketing and other relevant teams to communicate new products, and develop go-to-market strategy, plans, and training materials. 
• Makes end-of-life recommendations for non-performant products.
• Partner with advisors, clients, and prospects to gather feedback on platform capabilities and identify opportunities to enhance client experience and business outcomes.
• Utilize client feedback, adoption metrics, and performance data to identify trends, evaluate success, and inform strategic recommendations for future platform enhancements.
• Collaborate with Product, Engineering, Sales, Marketing, Operations, Legal, and Compliance teams to advocate client needs and ensure alignment on strategic initiatives.
• Address complex client and business challenges by identifying root causes, evaluating potential solutions, and driving scalable outcomes that support organizational objectives.
• Serve as a subject matter expert on Tamarac capabilities and industry trends, providing guidance to internal stakeholders and supporting knowledge sharing across teams.

 What You’ll Need to Bring  

•    Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
•    Bachelor’s degree or equivalent practical experience
•    Self-directed and highly motivated, with the ability to lead initiatives independently while thriving in a fast-paced, deadline-driven environment
•    Strong interpersonal and stakeholder management skills, with the ability to influence and collaborate effectively across clients, cross-functional teams, and external partners
•    Exceptional communication skills—verbal, written, and presentation—with the ability to clearly articulate product strategy, vision, and value to diverse audiences
•    Highly organized with meticulous attention to detail, ensuring excellence across product deliverables and execution
•    Willingness to travel to engage with clients, support product initiatives, and strengthen market alignment.

 Nice-to-Haves  

  • Experience in financial technology, with a deep understanding of advisor workflows and industry trends
  • Hands-on experience with wealth management platforms, particularly those aligned with Tamarac’s portfolio management, trading, and rebalancing capabilities
  • Strong product storytelling and presentation skills, with a passion for evangelizing product vision and driving adoption
  • Demonstrated alignment with Tamarac’s client-first philosophy and a commitment to innovation within the wealth management space

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. 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 in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

The opportunity is now!  

  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

  

Our Investment in You 

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.  

 

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

   

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

 

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.      

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

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