Pricing Governance Lead
Boston, MA · On-site +1
... remote for other east coast areas. About Envestnet Envestnet is an ... Why You'll Enjoy Working at Envestnet Help shape the future of WealthTech. At Envestnet you'll ...
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Pricing Governance Lead
Boston, MA · On-site +1
... remote for other east coast areas. About Envestnet Envestnet is an ... Why You'll Enjoy Working at Envestnet Help shape the future of WealthTech. At Envestnet you'll ...
Pricing Governance Lead
Boston, MA · On-site +1
$108K - $135K/yr
... remote for other east coast areas. About Envestnet Envestnet is an ... Why You'll Enjoy Working at Envestnet Help shape the future of WealthTech. At Envestnet you'll ...
Pricing Governance Lead
Boston, MA · On-site +1
$108K - $135K/yr
... remote for other east coast areas. About Envestnet Envestnet is an ... Why You'll Enjoy Working at Envestnet Help shape the future of WealthTech. At Envestnet you'll ...
Pricing Governance Lead
Boston, MA · On-site +1
$108K - $135K/yr
... remote for other east coast areas. About Envestnet Envestnet is an ... Why You'll Enjoy Working at Envestnet Help shape the future of WealthTech. At Envestnet you'll ...
Pricing Governance Lead
Boston, MA · On-site +1
$108K - $135K/yr
... remote for other east coast areas. About Envestnet Envestnet is an ... Why You'll Enjoy Working at Envestnet Help shape the future of WealthTech. At Envestnet you'll ...
Remote Wealthtech information
What is a remote wealthtech professional?
A Remote Wealthtech professional works in the financial technology sector, focusing on developing, managing, or supporting digital tools and platforms that help individuals or businesses manage their wealth. 'Remote' means these professionals perform their duties from locations outside of a traditional office, often from home. Their roles can include software development, product management, data analysis, customer support, or financial advising—always centered on innovative solutions for wealth management. This position requires a blend of finance knowledge and technical skills, along with strong communication abilities to collaborate with teams virtually.
What are the key skills and qualifications needed to thrive as a remote wealthtech professional, and why are they important?
To thrive as a Remote Wealthtech Professional, you need strong analytical skills, financial acumen, and a background in finance, economics, or related fields, often supported by relevant degrees or certifications like CFA or CFP. Familiarity with wealth management platforms, investment analytics tools, and CRM systems is typically required. Excellent communication, self-motivation, and attention to detail are vital soft skills for collaborating virtually and managing client relationships. These skills ensure effective financial advising, client satisfaction, and the ability to navigate digital wealth management solutions in a remote environment.
What is the difference between Remote Wealthtech vs Remote Financial Advisor?
| Aspect | Remote Wealthtech | Remote Financial Advisor |
|---|---|---|
| Required Credentials | Certifications like CFP, CFA often preferred | CFP, Series 7, Series 66 required |
| Work Environment | Tech-driven, software-focused, remote | Client-facing, remote or hybrid |
| Employer & Industry | Fintech companies, online platforms | Financial planning firms, banks |
| Common Search & Comparison | Focus on technology roles in wealth management | Client advisory roles in finance |
Remote Wealthtech roles primarily involve working with financial technology platforms, focusing on software development, data analysis, or product management within the wealth management industry. In contrast, remote Financial Advisors directly interact with clients to provide personalized financial planning and investment advice. While both roles require financial certifications, Remote Wealthtech emphasizes technical skills and platform development, whereas Remote Financial Advisors focus on client relationships and financial expertise.
How do remote wealthtech professionals typically collaborate with cross-functional teams to deliver client solutions?
Remote Wealthtech professionals often work closely with diverse teams such as product managers, software engineers, compliance officers, and data analysts to design and deliver innovative financial solutions. Collaboration is primarily facilitated through digital communication tools like Slack, Zoom, and project management platforms, ensuring seamless coordination despite physical distance. Regular virtual meetings, clear documentation, and shared dashboards help teams stay aligned on project goals and deadlines. Building strong relationships and proactive communication are essential for overcoming the challenges of remote work and achieving success in this fast-paced, client-focused environment.
What are popular job titles related to Remote Wealthtech jobs in Massachusetts? For Remote Wealthtech jobs in Massachusetts, the most frequently searched job titles are:
- Senior United Capital Financial Advisors
- 300K Salary Accounting
- Remote Financial Paraplanner
- Remote Hourly Financial Advisor
- Executive Registered Investment Advisor
- Freelance Certified Financial Planner
- Fee Only Financial Planning
- Remote Finance Advisor Assistant
- Independent Financial Advisor
- Remote Financial Planner
What job categories do people searching Remote Wealthtech jobs in Massachusetts look for? The top searched job categories for Remote Wealthtech jobs in Massachusetts are:
What cities in Massachusetts are hiring for Remote Wealthtech jobs? Cities in Massachusetts with the most Remote Wealthtech job openings:
Full-time
Medical, Retirement, PTO
Re-posted 28 days ago
Job description
The application window will close August 31st, 2026.
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 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 Pricing Governance Lead will join a highly collaborative and growing team responsible for driving disciplined, scalable pricing across customer deals. The team partners closely with Sales, Relationship Management, Finance, Legal, and Product to ensure pricing decisions are consistent, well-documented, and aligned to strategic objectives.
How You’ll Contribute
Collaborates with Sales, Marketing, and other teams to establish competitive pricing strategies that support revenue growth and market expansion. Develops product and client focused analysis to support pricing models, guidelines, and deal structures. Supports complex proposals and leverages competitive and market intelligence to inform bid strategy and commercial decision making.
• Leverages business, finance, pricing and product knowledge to support proposal structuring and agreements.
• Provides guidance and strategy options to Sales, Relationship Managers, service line management and business development teams for financial modeling and pricing.
• Develops, implements and maintains pricing and related tools and capabilities to help business stakeholders understand complex financial models and how they apply to specific scenarios.
• Recommends and drives new product monetization approaches aligned to the overall business pricing strategy.
• Contributes to development of business cases to facilitate understanding the impact of strategic pricing recommendations.
• Recommends pricing and related strategies that portray value, drive client purchasing decisions and instill confidence in company products and services.
• Oversees Deal Desk operations, including pricing governance, approval workflows, escalation thresholds, and documentation standards to support efficient, consistent, and compliant pricing decisions.
• Partners with Product, Sales, and Go-to-Market teams to evaluate non-standard pricing requests, coordinate approvals, and align pricing strategies with product packaging and value positioning.
• Develops and maintains reporting, dashboards, and key performance indicators that provide visibility into pricing effectiveness, discounting trends, renewal performance, and overall price realization.
• Leverages business, finance, pricing and product knowledge to support proposal structuring and agreements.
• Provides guidance and strategy options to Sales, Relationship Managers, service line management and business development teams for financial modeling and pricing.
• Develops, implements and maintains pricing and related tools and capabilities to help business stakeholders understand complex financial models and how they apply to specific scenarios.
• Recommends and drives new product monetization approaches aligned to the overall business pricing strategy.
• Contributes to development of business cases to facilitate understanding the impact of strategic pricing recommendations.
• Recommends pricing and related strategies that portray value, drive client purchasing decisions and instill confidence in company products and services.
• Oversees Deal Desk operations, including pricing governance, approval workflows, escalation thresholds, and documentation standards to support efficient, consistent, and compliant pricing decisions.
• Partners with Product, Sales, and Go-to-Market teams to evaluate non-standard pricing requests, coordinate approvals, and align pricing strategies with product packaging and value positioning.
• Develops and maintains reporting, dashboards, and key performance indicators that provide visibility into pricing effectiveness, discounting trends, renewal performance, and overall price realization.
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 finance, or a related field required, advanced degree (MBA) is a plus.
• Experience building and improving pricing governance (e.g., approval frameworks, escalation paths, controls, and documentation standards).
• Strong business judgment and executive communication skills; able to synthesize complex deal tradeoffs into clear recommendations and influence outcomes.
• Advanced Excel skills required; experience with Power BI (or similar) is a plus.
Nice-to-Haves
- SaaS, fintech, wealth management, or enterprise technology experience.
- CPQ implementation experience.
- Built pricing dashboards/metrics (discount waterfall, renewal uplift) and turned insights into action.
- Supported renewals/retention motions (discount governance, uplift strategy, pipeline hygiene).
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 $108,000 to $135,000. 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.
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