Senior Sales Engineer – WealthTech Solutions Architect

Envestnet; Raleigh (NC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health Benefits (Health/Dental/Vision)

Paid Time Off (PTO)

401K – Company Match

Annual Bonus Incentives

Tuition Reimbursement

Wellness Program

Job summary

Envestnet in Raleigh, North Carolina, is seeking a Senior Sales Engineer to support the sales team by leading technical discovery and product demonstrations. This role requires strong technical acumen and client engagement skills, playing a critical part in bridging client needs with product capabilities. Candidates should have at least 5 years of experience in financial services and client-facing roles. The position offers competitive compensation, including health benefits, PTO, 401K matching, and more.

Qualifications

• 5+ years of experience in financial services or a related industry.
• Demonstrated ability to lead technical discussions with clients.
• Strong organizational and multitasking skills.

Responsibilities

• Lead tailored product demonstrations for prospects and clients.
• Assist technical discovery sessions to gather client requirements.
• Create and deliver technical presentations for sales teams.

Skills

Technical sales experience

Strong communication skills

Project coordination

Client-facing experience

Education

Bachelor’s degree in Marketing or related field

Job description

Envestnet in Raleigh, North Carolina, is seeking a Senior Sales Engineer to support the sales team by leading technical discovery and product demonstrations. This role requires strong technical acumen and client engagement skills, playing a critical part in bridging client needs with product capabilities. Candidates should have at least 5 years of experience in financial services and client-facing roles. The position offers competitive compensation, including health benefits, PTO, 401K matching, and more.