Lead, WealthTech Product Solutions Engineering

Envestnet; Raleigh (NC); Hybrid; USD 95,000 - 118,000; Full time

Job summary

Envestnet is seeking a Product Solutions Engineering Lead to bridge clients, product management, and engineering, helping advisors maximize platform value.

You will collaborate with asset managers and clients, lead onboarding, educate users on best practices, and influence platform enhancements while mentoring teammates. The role blends technical support, strategy, and hands-on client engagement in a hybrid work environment.

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 related to the company’s technology platforms and investment solutions.
• Responds to clients, diagnosing and troubleshooting application data and integration problems.
• Works with product, engineering and operations to tackle defects, elevate complex issues, track resolutions and develop long-term fixes.
• Help with onboarding new asset managers or clients, implementing system upgrades and educating users on best practices to optimize platform value.
• Provides and advises on the full range of technical support to an assigned base of large/complex customers.
• Provides technical support and advice across the company as required to address and resolve significant, complex and business critical issues.
• Works with asset managers/clients to perform implementation reviews and ensure the prompt and proper resolution of technical or procedural challenges.
• Provides technical feedback on equipment, systems and processes to improve overall service delivery.
• Uses advanced tools and technical knowledge to remediate customer problems and conduct scheduled installs.
• Monitors Technical Client Service Support metrics to identify trends, progress and best practices.
• Regularly trains, coaches and mentors team members.
• Supports strategic client initiatives, complex onboardings and high-risk changes or releases.
• Provides support for new feature rollouts, collects user feedback and facilitates go-to-market planning in close coordination with Program management, product management partners and client service teams
• Leverage client-level experience to build engagements for product roadmap and coordinate with sales teams to identify opportunities for future adoption based on usage patterns and metrics
• Manages internal & external platform enhancement requests and prioritizes for intake with product management where appropriate

Skills

Technical support

Client engagement

Cross-functional collaboration

Leadership

Communication

Problem solving

Education

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

Tools

Microsoft Office

Job description

Envestnet is seeking a Product Solutions Engineering Lead to bridge clients, product management, and engineering, helping advisors maximize platform value.

You will collaborate with asset managers and clients, lead onboarding, educate users on best practices, and influence platform enhancements while mentoring teammates. The role blends technical support, strategy, and hands-on client engagement in a hybrid work environment.