WealthTech Solutions Engineer - Client-Facing, Hybrid

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

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.