Principal Software Engineer, Overlay Services

Engineering Full-Time ALL USA, United States ReqID:5318


Envestnet is seeking a passionate and talented Principal Software Engineer, Overlay Services to join our Core Development team. This position is a remote role.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on. 

Job Summary:

As a Principal Software Engineer, Overlay Services, you will help execute on the vision and strategies that enable us to scale our platform to meet the growing demands of the business. Working closely with people and thought leaders in our partnered business units, you will design, build and guide support of Envestnet’s proprietary Overlay Services platform. The creation of business value, including that of reducing technical debt, is one of the core priorities of the Overlay Services development team.  Understanding and delivering changes towards that aim will require exemplary critical thinking and problem-solving skills, as well as a passion for creating timely, reliable, and scalable solutions.  The ideal candidate is creative, innovative, open to new challenges, good at multi-tasking, a great team player, and self-directed.

Job Responsibilities:

  • Act as Technical Lead and solutions expert in feature expansion, operational efficiency and targeted usability;
  • Collaborate with cross-functional Overlay Services team determining change and new feature requirements in focusing on value, testability and acceptance;
  • Effectively prioritize daily, weekly and future initiatives in collaboration with investment management, operations and technology teams;
  • Ensure implemented tooling and patterns align with platform growth;
  • In addition to contributing to all aspects of the Overlay Services platform, lead decision-making and development related to the client single page application responsible for account review and investment oversight;
  • Participate in software development lifecycle activities in an agile manner
  • 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:

  • Computer Science, Information Systems or related bachelor’s degree
  • 10+ years application and product development
  • Demonstrable experience:
    • Building and maintaining architectural frameworks for modern web applications, with demonstrable time with Angular/AngularJS/React, Wildfly/Spring, Java/Python, JavaScript/TypeScript
    • Utilizing JavaScript grid frameworks, ideally AG Grid
    • Developing and deploying containerized applications using Docker in a Linux environment
    • Working with Git and Linux
  • Experience working directly with internal customers via proactive engagement with the stated goal of value delivery

Preferred Qualifications:

  • Investment Management product development, specifically as it relates to the Unified Managed Account (UMAs) space
  • Understanding of tax management concepts including tax lots, tax rates, gain loss calculations
  • Understanding of portfolio risk concepts including factor models, and tracking error
  • Delivering to and/or building with CI/CD best practices
  • Cloud delivery/deployment, specifically w/AWS
  • Business tooling w/Jira and Confluence
  • Keycloak as an Authentication Provider
  • Java experience with JMS and JPA/Hibernate
  • Asynchronous patterns including queues/topics/event-driven
  • Using Linux as a development environment

About Us:

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet:

  • Be a member of a leading financial services and products innovation 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
    • Equity
    • Parental Stipend
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable match
    • Wellness Program
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences
  • The best work locations with unlimited snacks!


The annual base salary range for this position is $111,000 to $250,000.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).