Lead, Product Solutions Engineering (WealthTech)

Envestnet; Berwyn (PA); Hybrid; USD 95,000 - 118,000; Full time

Job summary

Envestnet, a leading WealthTech company, seeks a Product Solutions Engineering Lead to bridge clients, product management, and engineering. You’ll help advisors maximize platform value and guide feature adoption while shaping the product roadmap.

You will lead a team, partner with training and operations, and contribute to exceptional client experiences across enterprise platforms. The role offers hybrid work in Berwyn, PA or Raleigh, NC, with a competitive base salary and comprehensive rewards.

Qualifications

• Bachelor’s degree in business administration, finance or related field.
• Formal background in wealth management with hands-on experience supporting enterprise wealth platforms across the full product development lifecycle.
• Ability to translate advisor and firm needs into scalable product outcomes across a complex, multi-product ecosystem.
• Proficiency in Microsoft Office products and understanding of the development life cycle.
• Very strong written and verbal communication and problem-solving skills.
• Excellent people and time management skills to interact with clients, colleagues and cross-functional teams.

Responsibilities

• Serves as a primary point of contact for asset managers or clients, ensuring timely, accurate and professional answers and resolution of technical questions.
• Diagnoses and troubleshoots application data and integration problems.
• Collaborates with product, engineering and operations to tackle defects, elevate complex issues, track resolutions and develop long-term fixes.
• Onboards new asset managers or clients, implements system upgrades and educates users on best practices to optimize platform value.
• Provides technical feedback on equipment, systems and processes to improve service delivery.
• Monitors client service metrics to identify trends and best practices.
• Trains, coaches and mentors team members.
• Supports strategic client initiatives, complex onboardings and high-risk changes or releases.
• Facilitates go-to-market planning with Program management, product management and client service teams.
• Leverages client experience to build engagements for product roadmap and coordinate with sales teams.

Skills

Strong written communication

Verbal communication

Problem-solving skills

Time management

Education

Bachelor’s degree in business administration, finance or related field

Tools

Microsoft Office

Job description

Envestnet, a leading WealthTech company, seeks a Product Solutions Engineering Lead to bridge clients, product management, and engineering. You’ll help advisors maximize platform value and guide feature adoption while shaping the product roadmap.

You will lead a team, partner with training and operations, and contribute to exceptional client experiences across enterprise platforms. The role offers hybrid work in Berwyn, PA or Raleigh, NC, with a competitive base salary and comprehensive rewards.