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Remote Wealthtech Jobs (NOW HIRING)

Envestnet

Product Security Architect

Concord, NC · On-site +1

Job Location    The primary work location for this role is East Coast with a remote work model ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Pricing Governance Manager

Raleigh, NC · 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 ...

Envestnet

Pricing Governance Manager

Concord, NC · 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 ...

Envestnet

Product Security Architect

Concord, NC · On-site +1

Job Location    The primary work location for this role is East Coast with a remote work model ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111K - $133K/yr

Experience working with remote teams Nice-to-Haves   * AWS Solutions Architect / Developer / Data ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111K - $133K/yr

Experience working with remote teams Nice-to-Haves   * AWS Solutions Architect / Developer / Data ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Cyber Delivery & Transformation Director

Concord, NC · Remote

$44K - $60K/yr

Job Location    The primary work location for this role is East Coast with a remote work model ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Envestnet

Pricing Governance Manager

Concord, NC · 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 ...

Envestnet

Pricing Governance Manager

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 ...

Envestnet

Lead Marketing Analyst

Concord, NC · Remote

Job Location    The primary work location for this role is the United States with a remote work ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

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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?

AspectRemote WealthtechRemote Financial Advisor
Required CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 required
Work EnvironmentTech-driven, software-focused, remoteClient-facing, remote or hybrid
Employer & IndustryFintech companies, online platformsFinancial planning firms, banks
Common Search & ComparisonFocus on technology roles in wealth managementClient 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.
More about Remote Wealthtech jobs
What cities are hiring for Remote Wealthtech jobs? Cities with the most Remote Wealthtech job openings:
What are the most commonly searched types of Wealthtech jobs? The most popular types of Wealthtech jobs are:
What states have the most Remote Wealthtech jobs? States with the most job openings for Remote Wealthtech jobs include:
What job categories do people searching Remote Wealthtech jobs look for? The top searched job categories for Remote Wealthtech jobs are:
Remote Wealthtech jobs near you
Infographic showing various Remote Wealthtech job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 40% Physical, 3% Hybrid, and 57% Remote job distribution.
Product Security Architect

Product Security Architect

Envestnet

Concord, NC • On-site, Remote

Full-time

Medical, Retirement, PTO

Re-posted 13 days ago

Job 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  
This role focuses on helping the product security team ensure that security is built in from the start. The team works early in the product lifecycle to apply secure design principles through architecture reviews, threat modeling, and hands-on design guidance. As part of a Product Security team, this role collaborates closely with product managers, engineers, and cybersecurity partners to identify risks, influence design decisions, and strengthen the security posture of the platforms the team supports.
 
How You’ll Contribute   
  • Secure Product & Platform Architecture
    • Partner with product managers, solution architects, and engineering teams to integrate security requirements from the requirements and design stages of product development.
    • Review and assess product, platform, and AI system architectures (including LLM‑based features, RAG pipelines, and agentic workflows) and recommend security improvements at the architectural level.
    • Define and enforce security architecture patterns and standards for applications, APIs, distributed systems, and AI-enabled components.
    • Ensure supply chain risks are addressed at design and architecture level.
    • Embed security considerations into: Product strategy and roadmap planning and Feature prioritization and design trade-offs
  • Threat Modeling & Design Reviews
    • Lead and facilitate product‑level threat modeling and security design reviews, focusing on architecture, data flows, trust boundaries, and attack surfaces rather than source code.
    • Lead threat modeling and security design reviews for AI‑ and LLM‑based applications, focusing on:
    • Prompt injection and model manipulation
    • Data leakage and training data exposure
    • Model misuse, over‑privileged agents, and unsafe autonomy
  • Security Requirements & Standards
    • Define product security requirements related to encryption, identity, authentication, authorization, secrets handling, and secure configuration.
    • Establish secure‑by‑design AI patterns and documented anti‑patterns and socialize them with product and engineering teams.
    • Ensure alignment with industry standards and frameworks such as OWASP, NIST and applicable regulatory requirements.
    • Guide architectural decisions around:
      • Data exposure risks
      • Model integration patterns
      • Abuse and misuse scenarios
  • Cross‑Functional Collaboration & Advisory
    • Collaborate with product and engineering teams on secure adoption of AI/LLM capabilities.
    • Participate in Architecture Review Board meetings.
What You’ll Need to Bring  
  • Bachelor’s/Master’s in Computer Science, Cybersecurity, or related field.
  • 12 years in product security, architecture, or software engineering.
  • Strong experience in product or application security architecture, with a focus on design‑level security preferably in a financial services industry.
  • Hands‑on experience with threat modeling, security architecture reviews, and secure system design including AI-enabled systems.
  • Solid understanding of modern application architectures, including microservices, APIs, and cloud‑native platforms.
  • Working knowledge of AI/LLM concepts, including model integration patterns, RAG architectures, and agentic workflows.
  • Knowledge of identity and access management, encryption standards, and secure integration patterns.
Nice-to-Have
  • Familiarity with industry frameworks such as OWASP, NIST, and security requirements for regulated environments including emerging AI governance practices.
  • Certifications (optional): CISSP, CSSLP, CCSP.
  • Strong communication skills to influence design decisions without direct ownership of delivery teams.
  • Ability to translate security risks into clear architectural guidance for product and engineering teams. 
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 $182,000.00 to $228,000. 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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