Demo

Technical Lead – Envestnet

Heitmeyer Consulting
Cleveland, OH Full Time
POSTED ON 12/18/2025
AVAILABLE BEFORE 1/16/2026
Location: 100% remote. Must work EST hours

Industry: Banking / Financial Services

Job Summary:

Our banking client has been undergoing a wealth modernization effort. We are seeking an experienced technology professional with Envestnet experience to help lead technical design and integration of Envestnet’s wealth management platform within a banking environment. This individual will serve as the technical subject matter expert and play a key role in driving design decisions, guiding development teams, and ensuring seamless integration across enterprise systems.

Key Responsibilities

  • Serve as a technical SME for Envestnet, providing guidance and support to development and integration teams.
  • Lead solution design and architecture for Envestnet implementations, ensuring scalability, security, and alignment with enterprise standards.
  • Oversee and guide teams in building and connecting APIs and integrations between Envestnet and internal banking systems.
  • Collaborate closely with business, technology, and vendor stakeholders to translate functional requirements into robust technical solutions.
  • Drive architectural decisions and best practices across the implementation lifecycle, from design through deployment.


Must-Have Requirements:

  • Recent, hands-on experience implementing Envestnet (Wealth Platform) at a bank or financial institution — must be within the last 5 years.
  • Development background in any major language (Java, .NET, JavaScript, Python, etc.).
  • Strong experience in solution architecture and API design — including developing integrations and guiding teams on end-to-end technical buildout of Envestnet components.
  • Excellent communication and leadership skills to drive collaboration across technical and business teams.


Preferred Skills:

  • Experience with other wealth management or financial platforms.
  • Familiarity with enterprise architecture standards and agile delivery models.


Heitmeyer Consulting is an equal opportunity employer, and we encourage all qualified candidates to apply. Qualified applicants will be considered without regard to minority status, gender, disability, veteran status, or any other characteristic protected by law.

Salary.com Estimation for Technical Lead – Envestnet in Cleveland, OH
$90,252 to $108,011
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