Product Solutions Engineering Lead

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

Description

Job Location

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

About Envestnet

Envestnet is an adaptiveWealthTechcompany that isredefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.Backed byover25 years of experience and approximately$7.0 trillionin platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

The Team You’ll Join

As the Product Solutions Engineering Lead, you will join Envestnet's Product Solutions Engineering organization. This team serves as a critical link between clients, product management, and engineering, helping advisors and asset managers maximize the value of Envestnet's solutions while influencing the evolution of our platform. Team members combine deep product expertise with strong client consultation skills to solve complex business and technical challenges, drive feature adoption, support strategic initiatives, and provide valuable feedback that shapes future product enhancements. Working alongside a talented group of Product Solutions Engineers, Product Training professionals, and Product Operations partners, you will play a key leadership role in delivering exceptional client experiences, advancing platform capabilities, and supporting the continued growth of Envestnet's WealthTech.

How You’ll Contribute

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 a variety of other departments such as 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

What You’ll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.


• 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 (discovery, roadmap, definition, implementation, enablement, post-launch)


• 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 communication, verbal communication and problem-solving skills


• Excellent people and time management skills to interact with clients, colleagues and cross-functional teams, both internal and external

Nice-to-Haves

• Extensive Envestnet platform background with the ability to demonstrate deep platform-specific knowledge


• 6+ years of experience in a financial services atmosphere, specifically the registered advisory, brokerage, financial services or financial technology industry

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 $94,600 to $118,300. 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 [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.

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.