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Remote Wealthtech Jobs (NOW HIRING)

... role is a remote work model.   About Envestnet   Envestnet is an ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Lead Data Engineer

Raleigh, NC

$111K - $133K/yr

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

Pricing Governance Lead

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 ...

... 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 ...

Lead Data Engineer

Raleigh, NC

$99K - $131K/yr

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

... location for this role is remote.   About Envestnet   Envestnet is an ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

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 ...

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 ...

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 ...

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

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

... location for this role is remote.   About Envestnet   Envestnet is an ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

Showing results 21-40

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:
Infographic showing various Remote Wealthtech job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Lead Product Manager

Envestnet

Concord, NC • Remote

Full-time

Medical, Retirement, PTO

Re-posted 19 days ago


Job description

Description

The application window will close Month Day, Year 

Job Location   

The primary work location for this role is 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 byover 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 will join the MoneyGuide product team at Envestnet, a collaborative group focused on delivering innovative financial planning solutions for advisors and their clients to guide them to recognize and achieve their financial goals. The team partners closely with engineering, design, sales, marketing, and client-facing stakeholders to build and enhance a leading wealth management platform. Together, they blend deep product expertise, technical insight, and market knowledge to develop scalable solutions, drive product adoption, and continuously improve the advisor and client experience.

How You’ll Contribute   

Defines and drives the strategy, roadmap and execution of Envestnet technology products. Gathers requirements from internal stakeholders and clients, translating business needs into clear product specifications and feature prioritization. Works with engineering, design, compliance and business teams to ensure products are scalable, secure and compliant with company and regulatory standards. Analyzes market trends, competitive offerings and product performance data to inform decisions and drive continuous improvement.
•    Responsible for developing, managing and optimizing one or more products / product areas.
•    Identifies, quantifies and effectively communicates client market opportunities.
•    Creates and maintains product vision and roadmap, creates business plans to secure funding, and, develops go-to-market strategies and value proposition.
•    Ensures feature alignment across products; manages feature creation and identifies business rules / impact.
•    Engages with client-facing sales and implementation colleagues to ensure delivery efforts are aligned with features and feature acceptance criteria.
•    Collaborates with other Product Managers to ensure alignment across products; participates in planning and pre/post-planning events.
•    Supports testing and partners with revenue and business stakeholders to develop pricing strategies and assess impact on ROI.
•    Works with Sales, Marketing and other relevant teams to communicate new products, and develop go-to-market strategy, plans, and training materials. 
•    Makes end-of-life recommendations for non-performant products.
•    Leads the execution of the product vision, strategy, and roadmap for the MoneyGuide platform, ensuring alignment with customer needs, business objectives, and market opportunities.
•    Partners with development, design, and business stakeholders to define priorities, translate requirements into product capabilities, and deliver high-impact enhancements across the platform.
•    Serves as a subject matter expert and client-facing product leader, building strong relationships with customers and leveraging feedback to drive product innovation and differentiation.
•    Defines and monitors key product performance metrics, using customer insights, analytics, and market research to continuously improve adoption, engagement, and business outcomes.

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.
•    Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment.
•    Ability to work with stakeholders to write clear and concise product requirements documents (PRDs).
•    Experience working closely with development teams.
•    Excellent people skills to interact with clients, colleagues, and cross-functional teams, and third parties.
•    Excellent verbal, written, visual/presentation, and interpersonal communication skills.
•    Extreme attention to detail and highly organized.
•    Experience in the financial technology industry.
•    Experience with wealth management technology platforms.

Nice-to-Haves  

  • CFP designation or similar credentials related to financial planning.
  • Robust knowledge of financial planning topics and solutions.

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 $138,500 to $173,100. 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 toassistyou 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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