Senior Technical Consultant

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Senior Technical Consultant

Location:

Berwyn, PA, United States

Date Posted:
May 19, 2026

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Description

Envestnet is seeking a Senior Technical Consultant to join our Product department. This is a hybrid role, with in-office work required at either our Denver, CO or Berwyn, PA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet's Strategy:

* Deliver the industry-leading wealth management platform, powered by advanced data and insights

* Leverage our scale and efficiencies to serve our clients' needs comprehensively

* Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment

For more information, please visit

Job Summary:

Senior Technical Consultants are the primary sales support resource for the sales organization for the Wealth channel. Senior Technical Consultants are tasked with becoming the "trusted advisor" and thus are expected to have deep knowledge and understanding of Wealth Management and Analytics solutions. Senior Technical Consultants must demonstrate the value of Data & Analytics Platform solutions through product demonstrations, presentations, and deep dive architecture and integration discussions with groups ranging from a prospect's development/IT staff to C-suite personnel.

Job Responsibilities:

* Understand and articulate Envestnet company strategy and assist clients in establishing their strategies in alignment with Envestnet's

* Lead conversations with clients on release notes and development items

* Partner with team members, Project Management, Program Management, and Account Management to promote consistent application of standardized processes and controls created to achieve high quality support for our clients from discovery, onboarding, through to production support

* Properly educate new and current clients on functionality and features of the platform

* Serve as an escalation point for product implementation and testing issues for assigned clients

* Collaborate with team members to meet and exceed client expectations

* Understand and explain/present product roadmap to clients

* Lead client discussions on new enhancements

* Assist in creation of statements of work for new enhancements with little support

* Assist in key client issue resolution

* Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process

* Grow and maintain expert level knowledge of the platform and any other product or tool directly related to the position's responsibilities

* Provide feedback and recommendations on ideas for process/product/program improvements

* Proactively manage scope of projects/development, identify potential challenges, and devise solutions to keep projects on task and within scope

* Identify, triage, and escalate defects where necessary and ensure resolution in a timely manner; follow stated procedures on managing and reporting defects

* Actively participate in prioritizing client development requests and determining feasibility/necessity of these requests

* Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.

* As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Required Qualifications:

* Bachelor's degree in business administration, finance or related field

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

* 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…