Product Solutions Engineer

Envestnet; Devon (PA); Hybrid; USD 71,200 - 88,800; Full time

Benefits offered by this job

Medical insurance

Paid time off (PTO)

401k company match

Paid parental leave

Education reimbursement

Disability coverage

Mental health & wellness support

Job summary

Envestnet is hiring a Product Solutions Engineer for the Tamarac Product Solutions Engineering team. You will collaborate with clients on project-based work, define scope for onboarding, and help prioritize features for client adoption.

You will work with multiple internal teams, grow product knowledge, and support the Sales organization during discovery calls to accurately scope engagements. The role emphasizes analytics and client-facing execution.

Qualifications

• Minimum 4 years in a financial services atmosphere, preferably in the registered investment advisory space.
• Bachelor’s degree in Finance, Economics, Information Systems, or closely related field.

Responsibilities

• Partner with internal teams to ensure successful completion of projects: onboarding, best-practice consulting, M&A.
• Grow and maintain expert knowledge on Tamarac products.
• Contribute to product roadmap prioritization and communicate updates to clients.
• Support Sales in pre-sale discovery and define project scope for onboarding.

Skills

Financial services experience

Client-facing skills

Communication skills

Education

Bachelor’s degree in Finance, Economics, Information Systems, or related field

Tools

Tamarac Reporting

Tamarac Trading

Job description

Description

Job Location

The primary work location for this role is either Berwyn, PA or Raleigh, NC with a hybrid 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

On the Tamarac Product Solutions Engineering team, we consult directly with key clients to optimize their usage of one of the industry’s most advanced portfolio management and trading platforms for RIAs. We solve complex problems for clients every day and use our direct experience to help shape the future product roadmap.

As our platform continues to evolve, this team plays a critical role in translating product capabilities into clear, client-focused solutions that help advisory firms succeed.

This is a rare opportunity to join us in driving solutions that elevate both the advisor and client experience, with real-world impact from day one.

How You’ll Contribute

As a Product Solutions Engineer on the Tamarac Product Solutions Engineering team, you will report to the Director of Product Solutions Engineering and work directly with clients in project-based work. You’ll contribute to the product prioritization process and play a key role in ensuring feature adoption across our client base.

• Partner with various internal teams to ensure successful completion of projects - new client onboarding, existing client best practice consulting, and mergers and acquisitions.
• Grow and maintain expert level knowledge on one Tamarac product.
• Contribute to product roadmap prioritization and maintain active client and internal communication with new releases.
• Support the Sales organization in the pre-sale process to properly qualify new prospects during discovery calls and provide accurate project scope for the onboarding process.
• Serve as an escalation point for Service to provide guidance as needed on advanced client inquiries.
• Properly educate clients on focused Tamarac product by presenting materials at Tamarac University.

What You’ll Need to Bring

• Minimum 4 years in a financial services atmosphere, preferably in the registered investment advisory space.
• Bachelor’s degree in Finance, Economics, Information Systems, or closely related field.

Nice-to-Haves

• Proficiency in Tamarac Reporting or Trading.

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.

Sponsorship

This position is not open to candidates requiring visa sponsorship.

Our Investment in You

This role offers a base salary range of $71,200 to $88,800. 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
• 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 [email protected]. 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.