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Executive Wealthtech Jobs (NOW HIRING)

Envestnet

Senior FP&A Analyst

Berwyn, PA · Hybrid

$82K - $102K/yr

... inform executive decision-making. By identifying key trends, risks, and opportunities, and ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Senior FP&A Analyst

Berwyn, PA · Hybrid

$82K - $102K/yr

... inform executive decision-making. By identifying key trends, risks, and opportunities, and ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Altruist

Director, Partnerships

San Francisco, CA · On-site

Lead CEO-adjacent conversations with Tier 1 targets - broker-dealers (LPL, Cetera, Raymond James ... fintech, wealthtech, or finserv.. * An existing network across the RIA / wealth-management ...

Envestnet

Financial Reporting Director

Littleton, CO · On-site +1

From preparing and overseeing consolidated financial statements to supporting executive and Board ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Senior FP&A Analyst

Boston, MA · Hybrid

$92K - $115K/yr

... inform executive decision-making. By identifying key trends, risks, and opportunities, and ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Financial Reporting Director

Denver, CO · On-site +1

From preparing and overseeing consolidated financial statements to supporting executive and Board ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Financial Reporting Director

Concord, NC · On-site +1

From preparing and overseeing consolidated financial statements to supporting executive and Board ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Financial Reporting Director

Concord, NC · On-site +1

From preparing and overseeing consolidated financial statements to supporting executive and Board ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Senior FP&A Analyst

Boston, MA · Hybrid

$92K - $115K/yr

... inform executive decision-making. By identifying key trends, risks, and opportunities, and ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Pricing Governance Manager

Boston, MA · On-site +1

Strong business judgment and executive communication skills; able to synthesize complex deal ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Pricing Governance Manager

Berwyn, PA · On-site +1

$108K - $135K/yr

Strong business judgment and executive communication skills; able to synthesize complex deal ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Senior FP&A Analyst

Boston, MA · Hybrid

$92K - $115K/yr

... inform executive decision-making. By identifying key trends, risks, and opportunities, and ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Financial Reporting Director

Littleton, CO · On-site +1

From preparing and overseeing consolidated financial statements to supporting executive and Board ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Senior FP&A Analyst

Berwyn, PA · Hybrid

$82K - $102K/yr

... inform executive decision-making. By identifying key trends, risks, and opportunities, and ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Senior Accountant

Denver, CO · Hybrid

$74K - $93K/yr

Our work directly supports executive decision-making and financial reporting for a business serving ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

Envestnet

Pricing Governance Manager

Berwyn, PA · On-site +1

Strong business judgment and executive communication skills; able to synthesize complex deal ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Lead Marketing Analyst

Concord, NC · Remote

Performance Reporting and Executive Insights * Build and maintain automated dashboards that track ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

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Executive Wealthtech information

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$26.5K

$93.6K

$184K

How much do executive wealthtech jobs pay per year?

As of Jul 2, 2026, the average yearly pay for executive wealthtech in the United States is $93,552.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $120,500.00 per year, depending on experience, location, and employer.

What is the difference between Executive Wealthtech vs Wealth Advisor?

AspectExecutive WealthtechWealth Advisor
CredentialsFinancial certifications, tech expertiseFinancial planning certifications (e.g., CFP)
Work EnvironmentTech-driven firms, fintech companiesFinancial advisory firms, banks
Industry UsageFintech, wealth management techPersonal financial planning

Executive Wealthtech professionals focus on developing and managing financial technology solutions within wealth management firms, often requiring tech skills and financial certifications. Wealth Advisors primarily provide personalized financial planning and investment advice to clients. While both roles operate within the wealth management industry, Executive Wealthtech emphasizes technology and innovation, whereas Wealth Advisors focus on client relationships and financial strategies.

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Executive Wealthtech jobs near you
Cyber Delivery & Transformation Director

Cyber Delivery & Transformation Director

Envestnet

Concord, NC • Remote

$44K - $60K/yr

Full-time

Medical, Retirement, PTO

Posted 27 days ago

Job description

Description

The application window will close August 5, 2026. 
 
Job Location   
The primary work location for this role is East Coast with a remote 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  
The Cyber Delivery & Transformation team helps Cyber Security turn priorities into predictable outcomes. We keep the work moving—bringing structure to planning and prioritization, creating the operating cadence the team runs on, and making delivery progress visible through clear metrics and straightforward updates.
In this role, you’ll work closely with the CISO, cyber leaders, and cross-functional partners to translate strategy into an executable roadmap, coordinate the portfolio of initiatives, remove delivery friction, and drive crisp decision-making. You’ll be the connective tissue across the team, ensuring everyone is aligned on what matters most, what’s next, and how we’ll measure success—so the team can deliver confidently with no surprises.
 
How You’ll Contribute   
  • Cyber Strategy & Roadmap Planning
    • Partner with the CISO and Cyber leadership team to facilitate security strategy development and multi‑year roadmap planning.
    • Translate strategic objectives into clear, sequenced roadmaps that balance risk reduction, regulatory commitments, platform resilience, and business enablement.
    • Ensure roadmaps are realistic, prioritized, and aligned to available capacity and enterprise planning cycles.
  • Cyber Portfolio & Program Leadership
    • Own and manage the end to end portfolio of Cyber Security initiatives, including strategic programs, roadmap initiatives, regulatory commitments, and operational improvements.
    • Establish and maintain clear prioritization, sequencing, and capacity planning aligned to strategy, risk, regulatory drivers, and business priorities.
  • Operating Rhythm & Ways of Working
    • Design, implement, and continuously improve the operating rhythm of the Cyber Security organization, including planning cycles, execution reviews, and leadership forums.
    • Define and standardize security ways of working (intake, prioritization, delivery tracking, agile practices) that scale with the organization.
    • Ensure Cyber ways of working are aligned with centralized PMO and Delivery organizations, while remaining fit for purpose in a risk driven security environment.
  • Metrics, OKRs & Performance Management
    • Own the Cyber Security metrics and reporting program, including data collection processes, governance, tooling, and reporting cadence.
    • Partner with the CISO and Cyber leadership team to define, evolve, and operationalize security OKRs.
    • Align security metrics and reporting with centralized, enterprise level reporting frameworks, supporting consolidated executive and board reporting.
    • Produce decision oriented reporting that highlights trends, delivery confidence, and risk posture, rather than raw activity metrics.
  • 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. 
What You’ll Need to Bring  
  • 6+ years of experience in program, portfolio, or delivery leadership, including significant experience in or closely aligned to Cyber / Information Security.
  • Proven success operating at Director level or above in complex, regulated environments.
  • Demonstrated ability to influence senior leaders and drive outcomes without direct authority.
  • Deep expertise in program and portfolio management.
  • Strong command of agile and modern delivery practices, applied pragmatically.
Nice-to-Have 
  • Solid understanding of information security domains, risk management, and regulatory expectations.
  • Experience facilitating strategy and roadmap planning with senior leaders.
  • Exceptional written and verbal communication skills.
  • Ability to translate technical and security topics into clear, executive level messaging.
  • Executive presence and comfort operating in governance and board adjacent forums.
 
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 $142,000.00 to $178,000.00. 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. 
 
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