What are the responsibilities and job description for the Lead Enterprise Applications Engineer - Salesforce position at Envestnet?
Description
Job Location
The primary work location for this role is our Berwyn, PA office with a hybrid 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.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
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.
How You’ll Contribute
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.
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 $114,500 to $143,100. 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 [email protected]. 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.
Job Location
The primary work location for this role is our Berwyn, PA office with a hybrid 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.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
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.
How You’ll Contribute
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, 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.
- 5 years of Salesforce administration experience
- Salesforce Certified Administrator required (Advanced Admin preferred)
- Salesforce Platform Developer I certification or equivalent hands-on experience
- Strong knowledge of Salesforce configuration, data models, and security
- Experience supporting integrated applications and marketing automation tools
- Familiarity with deployment strategies and tools
- Strong problem-solving, communication, and collaboration skills
- Exposure to Apex, Lightning Web Components (LWC), and API-based integrations, with the ability to collaborate effectively with development teams
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 $114,500 to $143,100. 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 [email protected]. 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.
Salary : $114,500 - $143,100