Product Solutions Engineer - WealthTech Specialist (Hybrid)

Envestnet; Chesterbrook (PA); Hybrid; USD 71,000 - 89,000; Full time

Job summary

Envestnet, a leader in WealthTech, is seeking a Product Solutions Engineer for the Tamarac platform. The role is based in Berwyn, PA or Raleigh, NC with a hybrid work model and direct client engagement on project-based work.

You will help prioritize features, support onboarding, and ensure successful adoption across advisory clients, collaborating with sales and service teams to scope projects and deliver client-ready solutions.

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 practices, M&A).
• Grow and maintain expert knowledge on one Tamarac product.
• Contribute to product roadmap prioritization and communicate new releases to clients.

Skills

Financial services experience

Client communication

Education

Bachelor's degree in Finance/Economics/IS

Tools

Tamarac Reporting

Tamarac Trading

Job description

Envestnet, a leader in WealthTech, is seeking a Product Solutions Engineer for the Tamarac platform. The role is based in Berwyn, PA or Raleigh, NC with a hybrid work model and direct client engagement on project-based work.

You will help prioritize features, support onboarding, and ensure successful adoption across advisory clients, collaborating with sales and service teams to scope projects and deliver client-ready solutions.