Lead Enterprise Applications Engineer - Salesforce

Description Job Location

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

Envestnet is an adaptive

Wealth

Tech company that is redefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.

Backed byover
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.

For a deeper look at how Envestnet is shaping the future of financial advice, visit

You’ll join the Enterprise Applications team within Technology, partnering closely with Sales, Marketing, Service, and other technical teams to support and enhance Envestnet’s Salesforce platform and connected applications. The team focuses on delivering secure, scalable, and business-focused solutions that improve operational efficiency and the user experience. In this role, you’ll collaborate with stakeholders to translate business needs into effective platform capabilities while helping drive automation, data quality, system integration, and continuous improvement across the Salesforce ecosystem.

Responsible for design, development, support and optimization of Envestnet’s critical software programs that power wealth management, data aggregation and operational workflows. Ensures applications are highly available, secure and compliant with company and regulatory standards, while meeting the needs of advisors, clients and internal teams. Manages integrations, monitors performance and ensures effective incident resolution. Ensures applications are scalable, efficient and resilient.

• Collaborates with allied teams (Architecture, Engineering, Technical Operations and Quality) to develop detailed application implementation solutions.
• Architects, develops, builds and implements highly secure, compliant, resilient, cost effective and high performing solutions.
• Develops, builds, configures, customizes, integrates and tests solutions.
• Investigates opportunities to use new and emerging technologies.
• Develops and delivers key reporting metrics and insights related to the cost and utilization of enterprise applications.
• Ensures application of standard operating procedures for development, deployment, support, break-fix and systems management.
• Collaborates with technical experts to troubleshoot and resolve escalated client operations, production, integration or application issues.
• Provide day-to-day administration of the Salesforce platform, including user management, access requests, configuration changes, and ongoing support for Sales, Marketing, and Service teams.
• Configure and maintain Salesforce objects, fields, page layouts, record types, validation rules, Lightning components, and other declarative platform capabilities. Build and support automation using Salesforce Flow and other low code tools to improve efficiency and align business requirements.
• Execute data imports, exports, updates, and data quality activities including validation, cleansing, deduplication, and governance support.
• Support integrated applications within the Salesforce ecosystem, including tools such as Groove, Calendly, Seismic, and the marketing automation platform.
• Facilitate stakeholder discovery sessions, gather and refine business requirements, and translate them into scalable, business-focused technology solutions. Provide transparent project communications, manage stakeholder expectations, and champion continuous improvement across platforms, processes, and user experiences.

• Candidates should demonstrate the relevant experience, skills,…