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Envestnet

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Founded in 1999, Envestnet provides financial advisors with technology-enabled investment, portfolio, practice management, wealth management, and reporting solu

4 open rolesLatest: Jun 12, 2026, 7:20 AM UTCCompany Site
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4 Jobs

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Senior Payroll Analyst

Envestnet

Founded in 1999, Envestnet provides financial advisors with technology-enabled investment, portfolio, practice management, wealth management, and reporting solu

Analyst35 days ago

Title: Senior Payroll Analyst Location: Annandale United States Job Description: About Envestnet  Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its 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  You'll be joining a small global payroll team in a fast-paced environment. The Senior Payroll Analyst is responsible for ensuring accurate, timely, and compliant payroll processing for employees across multiple U.S. states and Canada. This role supports end-to-end payroll operations, including auditing payroll data, reviewing tax withholdings and deductions, performing high-level payroll taxation analysis, resolving complex payroll issues, and ensuring compliance with federal, state, local, and Canadian payroll tax and employment regulations. How You’ll Contribute   This payroll role at Envestnet operates in a fast-paced environment with high standards, requiring a self-starter who is committed to meeting payroll deadlines and supporting their team. The ideal candidate is hands-on, collaborative, and willing to jump in wherever needed, at all levels. The role requires someone who seeks to gain a thorough understanding of the current payroll process and underlying rationale for our established practices – someone who likes to learn and grow. Core responsibilities include ensuring accurate multi state payroll tax withholdings, performing pre and post payroll audits, maintaining compliant tax configurations, and resolving escalated payroll and tax issues. The role also supports payroll reporting and analytics, year-end W 2/W 2C processing, system testing and troubleshooting, and cross functional collaboration with HR, Finance, Legal, and HR Tech. In addition, the position assists with internal and external audits through thorough documentation and reconciliations. - Validate multi state and local tax withholdings and ensure accuracy of all payroll tax calculations, earnings, benefits, and supplemental payments. - Conduct pre and post payroll audits, review payroll data prior to submission, and resolve payroll/tax errors to ensure accurate, compliant payroll processing. - Monitor federal, state, and local legislative changes and update payroll/tax system requirements accordingly. - Maintain accurate employee tax records (SUI rates, locality taxes, unemployment states) and ensure correct system configuration for pay codes, earnings, and deductions. - Address escalated employee payroll and tax questions related to withholding, residency, reciprocity, and tax forms; investigate complex tax issues and propose resolutions. - Deliver payroll analytics, compliance reporting, and KPIs; prepare recurring and ad hoc reports as needed. - Collaborate with HR, Finance, Legal, and HR Tech to validate nexus, ensure data accuracy, support integrations, and implement tax jurisdiction or rate changes. - Test payroll system updates, patches, and new features; troubleshoot system related tax issues, including calculation or mapping problems. - Assist with year-end W 2 and W 2C processing, including balancing, error resolution, and required adjustments. - Support internal and external audits with required documentation, reconciliations, and tax explanations. - 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. What You’ll Need to Bring  - A minimum of 3+ years payroll tax experience - Must have prior experience with multi-state taxes (Preferred States include: PA, WA, CA) - Strong attention to detail with a high degree of accuracy in work - Strong analytical and problem-solving skills - Knowledge of federal, state, and local tax laws and reporting requirements - Ability to prioritize tasks and to work with general supervision in a fast-paced environment - Excellent computer skills, including payroll software and Microsoft Office - Advanced proficiency in Microsoft Excel (pivot tables, v-lookups, data analysis) - Team player with excellent interpersonal skills Nice-to-Haves  - Workday experience (HCM and Payroll) - SOX compliance experience - BS in Accounting/Finance or related field - Professional designation (CPP) Why You’ll Enjoy Working at Envestnet  Help shape the future of WealthTech. 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!     Sponsorship This position is not open to candidates requiring visa sponsorship   Our Investment in You This role offers a base salary range of $78,000 to $98,000 annually. 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 Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

United States
$78K - $98K / year
Envestnet logo

Platform Engineer II

Envestnet

Founded in 1999, Envestnet provides financial advisors with technology-enabled investment, portfolio, practice management, wealth management, and reporting solu

Title: Platform Engineer II Location: ALL USA, United States Job Description: Envestnet is seeking a Platform Engineer II to join our Technology department. This is a remote role, with hybrid work available if candidate is within proximity of specific 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 www.envestnet.com. Job Summary: As a Platform Engineer II, you will contribute to the reliability, scalability, and performance of our production systems. You'll work alongside senior engineers to build resilient platforms, optimize infrastructure, and apply automation to reduce toil and accelerate delivery. You will collaborate with Development, DevOps, QA, and Product Management teams throughout the software delivery lifecycle. This role involves monitoring, troubleshooting, incident response, and proactive improvements to keep our systems highly available and secure. Job Responsibilities: - Support 24x7 day-to-day operations of the platform with a focus on performance, uptime, and security. This includes on-call rotations. - Execute well-defined projects and tasks, managing your own workload with guidance from senior engineers. - Participate in incident response, troubleshooting, and root cause analysis alongside more experienced team members. - Contribute to infrastructure projects including requirements gathering, implementation, testing, and documentation. - Collaborate with cross-functional teams and communicate status, risks, and progress clearly. - Partner with development teams to maintain and improve scalable, fault-tolerant systems. - Support observability practices for monitoring, logging, and alerting (e.g., Splunk, New Relic). - Embrace automation-first approaches, contributing to Infrastructure as Code, CI/CD pipelines, and configuration management efforts. - Collaborate with global teams to ensure seamless hand-offs and continuity across time zones. - 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: - 5+ years managing production systems in high-availability, 24/7 environments. - Experience with cloud platforms (AWS, Azure, or GCP). - Solid system administration skills for Active Directory Windows based environments - Strong troubleshooting skills with the ability to work effectively under pressure. - Bachelor's degree in Computer Science, Engineering, or equivalent work experience. - Preferred Qualifications: - Interest in AI-assisted development tools and willingness to incorporate them into daily work. - Experience with Microsoft SQL Management - Experience with AWS services and cloud-native architectures. - Exposure to Infrastructure as Code (Terraform, CloudFormation). - Familiarity with CI/CD tools (Gitlab, Argo, Jenkins, Octopus) and DevOps principles. - Exposure to containers and orchestration (Kubernetes, Docker). - Familiarity with configuration management tools (Ansible, Chef, Puppet). - Understanding of storage systems, SAN best practices, and virtualization (VMware, Citrix). Envestnet: - Be a member of an innovative and industry leading financial technology and solutions company - Competitive Compensation/Total Reward Packages that include: - Health Benefits (Health/Dental/Vision) - Paid Time Off (PTO) & Volunteer Time Off (VTO) - 401K – Company Match - Annual Bonus Incentives - Parental Stipend - Tuition Reimbursement - Student Debt Program - Charitable Match - Wellness Program Salary: The annual base salary range for this position is $92,000 to $115,000. Envestnet is an Equal Opportunity Employer. #LI-AQ1

Worldwide
$92K - $115K / year
Envestnet logo

Senior Software Engineer

Envestnet

Founded in 1999, Envestnet provides financial advisors with technology-enabled investment, portfolio, practice management, wealth management, and reporting solu

Title: Senior Software Engineer Location: Annandale United States Job Description: Loading job Back to Search Results Previous Opportunity Next Opportunity Senior Software Engineer Location: ALL USA, United States Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Description The application window will close Month Day, Year Job Location The primary work location for this role is the United States with a remote work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its 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 The Senior Software Engineer will help design, build, and evolve a fintech and analytics platform built on .NET based distributed systems, while contributing to the adoption of Generative AI and Agentic AI capabilities in production. This role is ideal for an experienced engineer who enjoys hands on development, collaborates closely with teammates and stakeholders, and contributes to scalable, reliable, and compliant systems in a regulated environment. How You'll Contribute - Design, develop, and maintain .NET services supporting transactional and analytical workloads. - Contribute to analytics platforms, including data aggregation, metrics, reporting, and downstream integrations. - Implement features using modern architecture patterns such as microservices, event‑driven systems, and cloud‑native design. - Build and integrate AI enabled capabilities, including Agentic AI workflows using frameworks such as Lang Graph. - Participate in building multi‑step AI workflows and agent components under established architectural guidance. - Contribute to agent memory implementations (short‑term, long‑term, scoped) and lifecycle handling. - Ensure code meets standards for performance, reliability, security, and observability. - Collaborate closely with Product Managers, QA, data teams, and external partners to deliver features end‑to‑end. - Participate in code reviews, design discussions, and technical refinements. - Support test automation, CI/CD pipelines, and production readiness practices. - 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. What You'll Need to Bring - 6-10 years of backend engineering experience with strong expertise in .NET / C#. - Experience building distributed systems supporting transactional and/or analytical workloads. - Exposure to analytics platforms, reporting systems, or data intensive services. - Hands‑on experience with AI / ML or Generative AI, with at least 1+ year in production or advanced POC environments. - Understanding of data consistency, fault tolerance, scalability, and performance tuning. - Exposure to stateful AI agents, workflow orchestration, or AI pipeline components is a plus. - Strong collaboration skills and experience working with cross functional stakeholders. - Ability to take ownership of features and deliver high‑quality solutions in an agile team. Nice-to-Haves - Experience in fintech or regulated domains. - Familiarity with RAG architectures, vector databases, or prompt orchestration. - Experience working in cloud and Kubernetes based environments. Tech Stack: - .NET / C#, SQL, Distributed Systems, Analytics Platforms, Cloud & Kubernetes, Generative AI, Agentic AI (Lang Graph), Security & Observability Why You'll Enjoy Working at Envestnet Help shape the future of WealthTech. 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! Sponsorship This position is not open to candidates requiring visa sponsorship Our Investment in You This role offers a base salary range of $124,000 to $155,000. 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 Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

Worldwide
$124K - $155K / year
Envestnet logo

Lead Software Engineer

Envestnet

Founded in 1999, Envestnet provides financial advisors with technology-enabled investment, portfolio, practice management, wealth management, and reporting solu

Title: Lead Software Engineer Location: Annandale United States Job Description: Loading job Back to Search Results Previous Opportunity Next Opportunity Lead Software Engineer Location: ALL USA, United States Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Description The application window will close Month Day, Year Job Location The primary work location for this role is the United States with a remote work model. About Envestnet Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its 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 The Lead Software Engineer will lead a small team of engineers in building and evolving a fintech and analytics platform based on .NET‑based distributed systems, while contributing to Generative AI and Agentic AI capabilities in production. This role is for a hands‑on technical leader and strong team player who can design, build, review code, and mentor engineers, while working closely with Product, data, QA, and external teams to deliver scalable, reliable, and compliant solutions in a regulated environment. How You'll Contribute - Lead the design and development of .NET services supporting transactional and analytical workloads. - Provide day‑to‑day technical leadership and mentorship to developers on the team. - Own end‑to‑end delivery of features or subsystems, from design through production. - Contribute to analytics platforms, including data aggregation, metrics, reporting, and downstream integrations. - Implement features using modern architecture patterns such as microservices, event-driven systems, and cloud-native design. - Lead implementation of AI‑enabled features, including Agentic AI workflows using frameworks such as Lang Graph. - Guide the team in building multi‑step AI workflows and agent components under established architectural direction. - Contribute to agent memory implementations (short‑term, long‑term, scoped) and lifecycle handling. - Ensure code quality across performance, reliability, security, and observability. - Collaborate closely with Product Managers, QA, data teams, and external partners to deliver features end‑to‑end. - Drive best practices around code reviews, test automation, CI/CD and production readiness. - 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. What You'll Need to Bring - 8-12 years of backend engineering experience with strong expertise in .NET / C# - Proven experience leading and mentoring engineers while remaining hands‑on. - Solid background building distributed systems for transactional and/or analytical workloads. - Experience building distributed systems supporting transactional and/or analytical workloads. - Exposure to analytics platforms, reporting systems, or data intensive services. - 1-2+ years of experience building or integrating AI / ML or Generative AI solutions (production or advanced POCs). - Good understanding of data consistency, fault tolerance, scalability, and performance tuning. - Familiarity with AI workflows, agent‑based patterns, or modular AI components is a strong plus. - Strong collaboration and communication skills, with the ability to align engineers and stakeholders. Nice-to-Haves - Experience in fintech or regulated domains. - Familiarity with RAG architectures, vector databases, or prompt orchestration. - Experience working in cloud and Kubernetes based environments. - Tech Stack (Indicative) - .NET / C#, SQL, Distributed Systems, Analytics Platforms, Cloud & Kubernetes, Generative AI, Agentic AI (Lang Graph), Security & Observability Why You'll Enjoy Working at Envestnet Help shape the future of WealthTech. 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! Sponsorship This position is not open to candidates requiring visa sponsorship Our Investment in You This role offers a base salary range of $149,000 to $186,000. 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 Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply. 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. #LI-AQ1 #LI-REMOTE Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

United States
$149K - $186K / year