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Lead Application Support Engineer

Envestnet
United Statesfull_timeVerifiedPosted 13 Apr 2025

About the role

Envestnet is seeking a Lead Application Support Engineer to join our Technology department. This is a hybrid role, with in-office work required at our Berwyn, PA 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:

Application Engineering Support (AES) is responsible for a range of critical tasks aimed at ensuring smooth and efficient functioning and high availability of Envestnet’s Unified Wealth Management Platform, which encompasses modules such as accounting, model management, trading, billing, financial planning, performance computations, investment research, and reporting. The AES team acts as a crucial bridge between Customer Service, Infrastructure Operations, Operations, and the Development teams, providing valuable feedback and insights to continuously improve platform reliability, functionality, and overall performance. The team is also responsible for problem management and service requests with strong emphasize on meeting Service Level Agreements and collaborating with developers to report and track software bugs.

Job Responsibilities:

  • Provide hands on technical leadership on Envestnet Wealth Application issues primarily in the Cloud environment.
  • Performs root cause analysis and utilizes Jira defect tracking tool to create detailed, high quality error reports.
  • Run the application in debug mode to recreate complex issues and decode underlying business logic.
  • Continually evaluate our mission-critical wealth management SaaS application with an emphasis on stability and performance.
  • Design and develop tightly integrated custom monitoring solutions for the Wealth Management platform.
  • Document troubleshooting and problem resolution steps in Confluence.
  • Develop strong, trust-based relationships with critical internal teams and manage production support escalations.
  • Participate in on call rotation, including some weekend support and hand-off of issues between onsite and offshore.
  • Manage cross functional communication through various channels such as calls and emails, logging and tracking tickets using Jira.​
  • Independently troubleshoot, and delegates to other application engineering support team members to solve, or escalate application issues, ensuring timely resolution and effective management of requestor expectations.​
  • Manage requestor expectations by understanding their needs, assessing feasibility, and delivering timely solutions.​
  • 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:

  • Bachelor’s degree in computer science or related fields or relevant work experience, Masters degree preferred​
  • 8+ years of overall experience in developing or supporting applications
  • 5+ years of experience development/support experience in Java

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Company

Envestnet

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