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Remote Wealthtech Jobs (NOW HIRING)

Envestnet

Senior Sales Engineer

Chicago, IL · Remote

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 ...

Envestnet

Product Strategy Director

Concord, NC · On-site +1

... Coast with a remote work model.   About Envestnet   Envestnet is an ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

Envestnet

Finance Systems Operations Lead

Concord, NC · Remote

Job Location    The primary work location for this role is East Coast with a remote work model ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

FMG

Sr. Product Manager, Compliance (Remote)

Midvale, UT · Remote

$150K - $175K/yr

API, SDK, or embedded widget that wealthtech partners route through * Engagement with enterprise and ecosystem partners to get the product live -- onboarding design, integration coordination, and ...

New

Envestnet

Regional Director

Concord, NC · Remote

... States with 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 ...

SEI Investments

Senior Sales Executive

Oaks, PA · On-site +1

Experience at a fintech/wealthtech company * Knowledge of alternative investments * Highly ... Experience selling in a remote environment using web conferencing * Computer literacy (Email, Word ...

Envestnet

Product Strategy Director

Concord, NC · On-site +1

Job Location    The primary work location for this role is the East Coast with a remote work ... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the ...

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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 August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Senior Sales Engineer

Envestnet

Chicago, IL • Remote

Full-time

Medical, Retirement, PTO

Re-posted 17 days ago

Job description

Description

The application window will close September 30, 2026.

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 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  

Given the current team structure, the Senior Sales Engineer also contributes to foundational Sales Engineering responsibilities such as RFP coordination, demo asset development, and sales enablement materials. Success in this role requires strong technical acumen, a consultative mindset, and the ability to manage multiple client engagements in a fast-paced environment while maintaining a strong understanding of industry trends and product capabilities. Success requires strong technical credibility, a consultative mindset, and the ability to confidently engage enterprise clients while influencing internal teams.

How You’ll Contribute   

The Senior Sales Engineer partners with Sales, Product, and the Sales Engineering Director to support the successful positioning of the company’s technology solutions to prospects and clients. This role plays a critical part in the pre-sales process by leading technical discovery, delivering product demonstrations, and helping translate client business requirements into effective technical solutions.

As a key member of the Sales Engineering team, the Senior Sales Engineer bridges the gap between client needs and the company’s product capabilities. The role is responsible for driving core technical activities throughout the sales cycle—including solution configuration, technical presentations, and responding to client due diligence—while supporting complex opportunities in collaboration with the Sales Engineering Director.

  • Client Engagement & Technical Sales Support
    • Lead tailored product demonstrations for prospects and clients, clearly articulating product capabilities, value propositions, and enterprise use cases.
    • Assist technical discovery sessions to gather and document client requirements and translate them into appropriate product solutions.
    • Analyze customer technical specifications and recommend product configurations, implementation approaches, and estimated effort, timelines, and resources.
    • Develop a strong understanding of client business models, operational needs, and growth strategies to effectively position product capabilities.
    • Collaborate with Sales teams throughout the sales cycle to address technical questions, overcome objections, and support client decision-making.
    • Assist in resolving complex client scenarios by partnering with internal teams and escalating issues when necessary.
  • Solution Development & Internal Collaboration
    • Create and deliver technical presentations, demonstrations, and supporting materials for prospects, clients, and internal sales teams.
    • Review sales proposals and technical documentation to ensure alignment with client requirements and solution capabilities.
    • Serve as a subject matter expert for the product suite and provide consultative guidance to internal stakeholders and sales teams.
    • Maintain awareness of industry trends, emerging technologies, and competitor offerings to support effective product positioning.
    • Provide feedback to Product teams on customer requirements, product gaps, and enhancement opportunities identified during client engagements.
  • Sales Engineering Operations
    • Coordinate and contribute to responses for Requests for Information (RFIs) and Requests for Proposals (RFPs).
    • Develop and maintain reusable sales engineering assets, including demo environments, demo snippets, and technical enablement materials.
    • Support cross-functional initiatives that impact sales messaging, product positioning, and go-to-market efforts.
    • Contribute to process improvements and documentation that enhance Sales Engineering team efficiency and scalability.
  • Team Support & Knowledge Sharing
    • Serve as a technical resource for Sales team members and internal stakeholders throughout the sales process.
    • Share knowledge and best practices across the Sales Engineering team to support team development and consistency in client engagements.
    • Provide guidance and mentorship to junior team members as the team grows.
    • Be a key contributor to the competitive intelligence library and product opportunities list.
  • 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.  
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

What You’ll Need to Bring  

  • Bachelor’s degree in Marketing, Business Administration, Product Management, Computer Science, or a related field.
  • 5+ years of experience in financial services or a related industry.
  • 5+ years of experience in a client-facing, technical sales, sales engineering, product, or solutions role.
  • Demonstrated ability to lead technical discussions with clients and translate business requirements into product solutions.
  • Experience supporting complex client engagements in a consultative sales environment.
  • Strong communication, interpersonal, presentation, and listening skills with the ability to engage both technical and non-technical audiences.
  • Proven organizational, multitasking, and project coordination skills with the ability to manage multiple sales opportunities simultaneously.
  • Proactive and motivated learner with a strong interest in developing deeper product, technical, and industry expertise.
  • Ability to collaborate effectively across Sales, Product, and other internal teams to support successful client outcomes.

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 $104,100 to $130,100. 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 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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