Senior Sales Engineer

Description

The application window will close September 30, 2026.

Job Location

The primary work location for this role is 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 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    

The Team You’ll Join

Given the current team structure, the Senior Sales Engineer also contributes to foundational Sales Engineering responsibilities such as RFP coordination, demo asset development, and sales enablement materials. Success in this role requires strong technical acumen, a consultative mindset, and the ability to manage multiple client engagements in a fast-paced environment while maintaining a strong understanding of industry trends and product capabilities. Success requires strong technical credibility, a consultative mindset, and the ability to confidently engage enterprise clients while influencing internal teams.

How You ’ll Contribute

Partners with the Sales colleagues in the development and closing of sales opportunities. Serves as technical subject matter expert for the sales team on Envestnet product and service offerings. Assists in all components of the sales cycle from discovery to close. Designs solutions that achieve business and financial goals as well as meet or exceed client business and functional requirements. Evaluates product performance, client needs and client satisfaction, providing feedback to product teams to ensure continuous improvement and enhancement of the company's product portfolio. Conducts live and remote demonstrations and makes presentations to prospective clients clearly articulating the value proposition. On large enterprise deals may collaborate through implementation to ensure success and revenue recognition.

• Partners directly with sales teams to support active opportunities through technical discovery and solution design.
• Delivers product demonstrations tailored to client needs and workflows.
• Translates client requirements into proposed configurations and solution architectures.
• Responds to RFPs, RFIs and technical due diligence requests.
• Collaborates with product and engineering teams to validate feasibility of proposed solutions.
• Supports proof-of-concept engagements and pilot programs.
• Builds and maintains reusable demo scenarios and technical collateral.
• Creates and delivers technical presentations, demonstrations, and supporting materials for prospects, clients, and internal sales teams.
• Reviews sales proposals and technical documentation to ensure alignment with client requirements and solution capabilities.
• Maintains awareness of industry trends, emerging technologies, and competitor offerings to support effective product positioning.
• Shares knowledge and best practices across the Sales Engineering team to support consistency in client engagements.

What You ’ll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• Bachelor’s degree in marketing, Business Administration, Product Management, Computer Science, or a related field.
• Experience in financial services or a related industry.
• Experience in a client-facing, technical sales, sales engineering, product, or solutions role.
• Demonstrated ability to lead technical discussions with clients and translate business requirements into product solutions.
• Experience supporting complex client engagements in a consultative sales environment.
• Strong communication, interpersonal, presentation, and listening skills with the ability to engage both technical and non-technical audiences.
• Proven organizational, multitasking, and project coordination skills with the ability to manage multiple sales opportunities simultaneously.
• Proactive and motivated learner with a strong interest in developing deeper product, technical, and industry expertise.
• Ability to collaborate effectively across Sales, Product, and other internal teams to support successful client outcomes.

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 $104,100to $130,100. 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.

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 View email address on click.appcast.io. 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.

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