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Technical Consultant
Job
Envestnet
Remote
$79,900 Salary, Full-Time
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Job Description
Description The application window will close June 29, 2026. Job Location The primary work location for this role is either Berwyn, PA or Denver, CO with a hybrid work model. The Team You'll Join You will join a highly collaborative, client-facing team of Technical Consultants who serve as trusted advisors to the Wealth channel, partnering closely with Sales, Product, and Delivery teams to drive client success. This team operates at the intersection of technology, data, and client strategy—bringing deep expertise in Wealth Management and Data & Analytics solutions to support complex client engagements. Team members work cross-functionally with Project Management, Program Management, Account Management, and Product teams to deliver a seamless client experience from discovery through implementation and ongoing support. With a focus on continuous improvement, innovation, and high-quality service, the team plays a critical role in demonstrating product value, shaping client solutions, and influencing product direction while ensuring consistent processes and best practices across the organization. How You'll Contribute Technical Consultants support the sales organization for the Wealth channel by assisting with the positioning of Envestnet's Data & Analytics Platform solutions. They build a foundational understanding of Wealth Management and analytics capabilities to effectively contribute to product demonstrations and client conversations. Technical Consultants partner with senior team members to help communicate the value of solutions through presentations and demonstrations, while supporting discussions related to architecture, integrations, and client needs. They collaborate with internal stakeholders and prospects across business and technical teams, gaining exposure to a range of audiences while developing their expertise and consultative skills. Support Technical Consulting leaders in articulating Envestnet strategy and aligning client strategies accordingly Participate in client discussions on release notes, development items, and product roadmap updates Drive consistent application of standardized processes across discovery, onboarding, and production support Serve as a subject matter expert on platform features and functionality Collaborate cross-functionally to meet or exceed client expectations and ensure quality delivery Lead or support client discussions for enhancements, including smaller initiatives and solution demonstrations Assist with statement of work (SOW) creation, project scope management, and issue resolution Partner with product, operations, and support teams to maintain best practices and consistent messaging Monitor, track, and escalate defects while supporting resolution and continuous improvement efforts Support client onboarding, implementation, transitions to production, and ongoing consulting engagements What You'll Need to Bring Bachelor's degree required in related field 4 + years of experience in a financial services atmosphere, preferably in the registered investment advisory space Microsoft Office products required Some travel may be required, up to 30% Our Investment in You This role offers a base salary range of $71,000 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 parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more. Our Commitment to Inclusion & Belonging Envestnet is an Equal Employment Opportunity employer and does not discriminate in employment on the basis of religion, race, color, caste, sex, gender, gender identity or expression, pregnancy, age, disability, medical condition, nationality, ethnic origin, marital status, or any other status protected under applicable Indian law. This commitment is in accordance with the Constitution of India and applicable labor and employment laws. All employment decisions are made solely based on merit, qualifications, performance, and business needs. We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at careers@envestnet.com . Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process. Recruitment Fraud At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.