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Envestnet Jobs (NOW HIRING)

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 ...

Envestnet

Data Analyst II

Berwyn, PA · Hybrid

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support.

Envestnet

Senior Legal Counsel

Chicago, IL

$143K - $195K/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

Financial Systems Analyst II

Concord, NC

$80K - $108K/yr

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support.

Envestnet

Senior FP&A Analyst

Boston, MA · Hybrid

$92K - $115K/yr

The application window will close September 1st, 2026 Job Location    The primary work location for this role is Berwyn, PA with a hybrid work model.   About Envestnet   Envestnet is an ...

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 ...

Photon

Envestnet SME/BSA - Cleveland, OH

Chicago, IL · On-site +1

Tech Lead (Java, API & Integration, Web Services, GCP, Envestnet Integration) Location: Cleveland (Remote work is allowed) Job Summary: We are seeking a seasoned Envestnet / Yodlee Subject Matter ...

Envestnet

Senior Accountant

Littleton, CO · Hybrid

$74K - $93K/yr

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

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

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

Senior Legal Counsel

Raleigh, NC

$135K - $184K/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

Senior Accountant

Denver, CO · Hybrid

$74K - $93K/yr

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

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$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

Senior Product Manager - Tamarac

Raleigh, NC · Hybrid

$123K - $162K/yr

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

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How much do envestnet jobs pay per hour?

As of Jun 9, 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.
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 May 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 51% Physical, 26% Hybrid, and 23% Remote job distribution, with an average salary of $54,791 per year, or $26.3 per hour.

Technical Consultant - Tamarac Reporting

Envestnet

Raleigh, NC • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

Job description

Envestnet is seeking a Technical Consultant – Tamarac Reporting to join our Product department. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 
Envestnet’s Strategy:
  • Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  • Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  • Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary: 
The Technical Consultant is responsible for the training and onboarding of firms onto the Tamarac Reporting platform, as well as consulting for existing clients in various capacities. A successful applicant will have demonstrated an exceptional level of technical proficiency, determination, curiosity and a commitment to learning. Our team of high performing individuals collaborate with each other and across departments. Technical Consultants are expected to serve as a subject matter expert and train others as needed.
Job Responsibilities:
  • Partner with team members, Project Management, and Account Management to ensure successful completion of projects.
  • Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope.
  • Active role in educating new and current team members.
  • Work with Education Team to devise training for release cycles.
  • Establish client specific workflows to assist firm in efficiently onboarding Tamarac Reporting.
  • Collaborate with team members to meet or exceed client expectations.
  • Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process.
  • Submit articles for knowledge base and ideas for process/product improvements.
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. 
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Required Qualifications: 
  • Bachelor’s degree required in Finance, Economics, Information Systems, Computer Science, Business Analytics or a closely related field
  • 4 + years of experience in a financial services atmosphere, preferably in the registered investment advisory space
  • Working knowledge of Microsoft Office products required
  • Comfortable working with data validation, systems configurations and step-by-step workflows
  • Ability to follow structured processes while identifying inconsistencies or issues
  • Strong attention to detail and documentation skills
  • Some travel may be required, up to 30%
Preferred Qualifications: 
  • Proficiency in Tamarac Reporting preferred
  • Ability to learn and navigate complex software platforms
  • Introductory exposure to reporting platforms, SQL, APIs, or system integrations
Envestnet: 
  • Be a member of an innovative and industry leading financial technology and solutions company 
  • Competitive Compensation/Total Reward Packages that include:
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K – Company Match
    • Annual Bonus Incentives
    • Parental Stipend 
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable Match 
    • Wellness Program
Envestnet is an Equal Opportunity Employer.

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