Product Solutions Engineer

Description Job Location

The primary work location for this role is either Berwyn, PA or Raleigh, NC 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

On the Tamarac Product Solutions Engineering team, we consult directly with key clients to optimize their usage of one of the industry’s most advanced portfolio management and trading platforms for RIAs. We solve complex problems for clients every day and use our direct experience to help shape the future product roadmap.

As our platform continues to evolve, this team plays a critical role in translating product capabilities into clear, client-focused solutions that help advisory firms succeed.

This is a rare opportunity to join us in driving solutions that elevate both the advisor and client experience, with real-world impact from day one.

As a Product Solutions Engineer on the Tamarac Product Solutions Engineering team, you will report to the Director of Product Solutions Engineering and work directly with clients in project-based work. You'll contribute to the product prioritization process and play a key role in ensuring feature adoption across our client base.

• Partner with various internal teams to ensure successful completion of projects - new client onboarding, existing client best practice consulting, and mergers and acquisitions.
• Grow and maintain expert level knowledge on one Tamarac product.
• Contribute to product roadmap prioritization and maintain active client and internal communication with new releases.
• Support the Sales organization in the pre-sale process to properly qualify new prospects during discovery calls and provide accurate project scope for the onboarding process.
• Serve as an escalation point for Service to provide guidance as needed on advanced client inquiries.
• Properly educate clients on focused Tamarac product by presenting materials at Tamarac University.

• 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.

• Proficiency in Tamarac Reporting or Trading.

Help shape the future of Wealth Tech. 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 we recognize strong performance with meaningful rewards- because your contributions should drive both business success and your own personal growth. If you're looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

This position is not open to candidates requiring visa sponsorship

This role offers a base salary range of $71,200 to $88,800.

The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits.

Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.

This role is eligible for an additional incentive component as part of the total rewards package.

We provide a comprehensive suite of benefits - subject to Envestnet's plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid…