Executive Wealthtech Jobs in Colorado (NOW HIRING)

The application window will close September 30, 2026. 

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 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

You’ll join a high-impact Corporate Accounting team that plays a critical role in ensuring the accuracy and integrity of the company’s financial results. The team is responsible for core close processes, including general ledger management, account reconciliations, and SOX-compliant controls, while also partnering closely with FP&A and business leaders across the organization. Our work directly supports executive decision-making and financial reporting for a business serving financial advisors and institutions.

What sets this team apart is our focus on continuous improvement, automation, and thoughtful problem-solving in a fast-paced environment.

 

How You’ll Contribute   

Analyzes financial reports and records, making recommendations related to the accounting of assets, liabilities and expenditures. Prepares, reviews and verifies the accuracy of journal entries and accounting classifications assigned to various records and account reconciliations. Determines and updates cost center requirements and rollup structures. Assists in the setting up of processes and procedures that properly capture, track and report expenses, in accordance with company policy and accepted accounting practices. Advises management in terms of financial reporting, tracking and performance. 
•    Prepares and reviews accruals, journal entries, account reconciliations, and supporting analyses to ensure accurate and timely financial reporting.
•    Performs account fluctuation and trend analyses, investigating unusual variances and partnering with business stakeholders to resolve accounting issues and improve financial accuracy.
•    Supports internal and external audit activities, including SOX compliance requirements, audit documentation, and maintenance of key controls.
•    Collaborates with cross-functional teams to identify process improvements, enhance accounting procedures, and support month-end, quarter-end, and year-end close activities.
•    Supports continuous process improvement by executing system and technology enhancements.
•    Leads the month-end / quarter-end process and develops reports and metrics to review with key internal personnel.
•    Assists with researching and interpreting technical accounting` guidance and documenting conclusions in an organized logical manner.
•    Assists in reviewing contracts and identifying and resolving accounting issues related to unique business arrangements.
•    Stays up to date on the latest GAAP and SEC reporting requirements that could impact Envestnet’s accounting and reporting practices.

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 in Accounting or Finance required.
•    Technical and operational knowledge of U.S. GAAP. 
•    Knowledgeable regarding SOX and interactions with external auditors. 
•    Ability to work independently with minimal guidance to execute in a dynamic and demanding environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills. 
•    Demonstrate initiative, work well under pressure, highly detail oriented, self-motivated with the ability to follow through and implement process improvement. 
•    Ability to assess unusual circumstances and complex problems and use analytical and problem-solving techniques to identify cause(s) and recommend solutions.
•    Have a high degree of organization, accuracy and attention to detail.
•    Excellent interpersonal skills and a collaborative management style.
•    Strong skills with Microsoft Office software tools, excellent technology, analytical, and communication skills with emphasis on professional business writing skills.

Nice-to-Haves

• Public accounting experience is preferred.
• CPA preferred.

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 

This role offers a base salary range of $82,000 to $102,000. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package.   

 

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. 

#LI-MD1