Envestnet is seeking to solve complex problems in the wealth management industry by leveraging advanced data and insights, and delivering intelligent, scalable solutions to drive business growth, boost productivity, and deliver better financial outcomes for clients.
Requirements
- 5+ years in Data Science, Machine Learning, or AI roles.
- Proficiency in Python, SQL, and ML frameworks (scikit-learn, XGBoost, NLP/transformers).
- Experience with large datasets, statistical modeling, and cloud ML platforms (AWS, Snowflake).
- Familiarity with wealth management domain and regulatory context (Reg BI, GDPR/CCPA).
- Knowledge of graph technologies (Neo4j, RDF/OWL, SPARQL) and MLOps tools (MLflow, Airflow, dbt)
- Experience with LLM integration and retrieval-augmented generation (RAG) for enterprise applications.
- Expertise in graph algorithms (community detection, link prediction) and embeddings (node2vec, graphSAGE).
Responsibilities
- Work independently or in team to solve complex problems and create scalable models/algorithms that will be integrated into Envestnet’s tools and products
- Develop and deploy advanced ML models (predictive analytics, NLP, LLM-based solutions) to enhance Envestnet’s products and tools.
- Engineer features and transform data from complex wealth datasets (accounts, tax-lots, corporate actions) to ensure model accuracy and compliance.
- Leverage knowledge graph techniques (RDF/OWL, SPARQL, Cypher) for entity resolution, semantic modeling, and graph-based insights (e.g., householding, cross-sell).
- Implement retrieval-augmented generation (RAG) and LLM-driven solutions for intelligent content and advisor-facing insights.
- Ensure model governance and compliance by applying explainability (SHAP), fairness checks, and regulatory considerations (Reg BI, GDPR/CCPA).
- Collaborate with engineering and QA teams to integrate models into production using scalable pipelines (Airflow, dbt, MLflow).
Other
- 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.
- 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, Parental Stipend, Tuition Reimbursement, Student Debt Program, Charitable Match, Wellness Program
- Be a member of an innovative and industry leading financial technology and solutions company
- Envestnet is an Equal Opportunity Employer.
