Product Solutions Engineer

Primary work location: Berwyn, PA or Raleigh, NC with a hybrid work model.

About Envestnet

Envestnet is an adaptive WealthTech company redefining the future of wealth management by helping advisors meet the moment with 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.

The Team You’ll Join

On the Tamarac Product Solutions Engineering team, you’ll consult directly with key clients to optimize their usage of one of the industry’s most advanced portfolio management and trading platforms for RIAs. You’ll solve complex problems daily and use your direct experience to help shape the future product roadmap. This team plays a critical role in translating product capabilities into clear, client-focused solutions that help advisory firms succeed.

How You’ll Contribute

• Serve 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.
• Respond to clients, diagnosing and troubleshooting application data and integration problems.
• Work with product, engineering, and operations teams to tackle defects, escalate complex issues, track resolutions, and develop long-term fixes.
• Assist with onboarding new asset managers or clients, implementing system upgrades, and educating users on best practices to optimize platform value.
• Provide technical support and training for larger and diverse customer groups or sets of products/services.
• Lead advanced troubleshooting and root cause analysis, including cross-system and data-driven investigations.
• Troubleshoot disruptive problems with customer configuration, company platforms, or integration points.
• Identify bugs or improvements within company platforms/applications and communicate them in an organized, detailed, and effective manner.
• Coordinate with Envestnet product and technical colleagues to ensure an aligned and integrated approach to problem resolution.
• Proactively identify systemic issues and recommend long-term fixes.
• Contribute to problem management, post-incident reviews, and continuous improvement initiatives.
• Partner with internal teams to support successful delivery of focused Tamarac initiatives, best-practice consulting for existing clients, and merger/acquisition-related transition work.
• Maintain deep product knowledge in an assigned Tamarac product area and use that expertise to guide client recommendations, internal collaboration, and product discussions.
• Contribute client and internal feedback to product roadmap prioritization and help communicate release impacts to clients and internal stakeholders.
• Support Sales during pre-sale discovery by helping qualify prospects and providing accurate onboarding scope input.
• Serve as an escalation resource for Service on advanced client inquiries and product-specific guidance.
• Educate clients on assigned Tamarac product capabilities through materials and presentations, including Tamarac University.

Requirements

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

Nice-to-Haves

• Proficiency in Tamarac Reporting or Trading.

Why You’ll Enjoy Working at Envestnet

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 recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth.

Pay

This role offers a base salary range of $71,200 to $88,800. Individual pay will be determined based on factors including relevant experience, skills, education, certifications, and geographic location. This role is eligible for an additional incentive component as part of the total rewards package.

Benefits

We provide a comprehensive suite of benefits 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