Project Manager

Platform Operations Full-Time Raleigh, North Carolina Seattle, Washington ReqID:4525


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

Do you enjoy the challenges of working in a fast paced environment?  Are you a relationship builder? Do you thrive in an environment where you are empowered to make decisions that directly impact the long term success of clients and business?  If you said yes then this job may be for you!

We are looking for a client-focused Project Manager (PM) to successfully manage new and current clients through onboarding and other project work.  Project Manager will be responsible for planning and executing projects, collaborating with internal partners, and building positive relationships with our clients.  To fully support our clients you should speak their language, therefore a background in a registered investment advisory firm or larger financial services space is highly valued! 

A successful Project Manager can synthesize information quickly, and articulate solutions to ensure clients receive the best possible experience.



  • Become proficient in all aspects of Envestnet | Tamarac’s onboarding process and product offerings in order to competently address client questions and concerns.
  • Successfully manage multiple client projects from signing through onboarding completion onto the Envestnet | Tamarac platform.
  • Define scope, identify and mitigate risks, and determine work plan for new client implementations.
  • Establish project timelines, partner with and manage project resources to meet deadlines, and document activity to ensure accurate records.
  • With leadership guidance, proactively evaluate and solve challenges that would affect the overall success of assigned project(s).
  • Work with fellow PMs to provide guidance on process improvements, looking for ways to be more efficient and scale across multiple projects.
  • Provide weekly status updates on projects and actively participate in cross-team planning meetings.
  • As part of the responsibilities for this role, understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.


  • Minimum of 3 years’ project management experience or equivalent client facing experience working in the financial services industry (RIA or BD space).
  • Understanding of the financial services industry; registered investment advisors, brokerage business, etc. strongly preferred.
  • Develop functional knowledge across the Envestnet | Tamarac platform as it relates to supporting our clients and internal project teams.
  • Proven ability to proactively manage change, identify issues, and propose solutions.
  • Demonstrated communication, leadership, problem solving skills and a strong sense of ownership is critical.
  • Self-motivated with the ability to prioritize, set and meet deadlines, both for yourself as well as others
  • Comfortable with ambiguity and able to work independently as well as in a team environment
  • Project Management Professional (PMP) Certification preferred
  • Working knowledge of Microsoft Office Suite.
  • Experience with Mavenlink a plus.  


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 Incentive
    • Tuition Reimbursement
  • Working on global projects with team members all over the world!
  • Opportunity to work with top tiered clients, global 500 companies and startups
  • Work with diverse, energetic, team members who respect each other and celebrate differences
  • The best work location with unlimited snacks!


Envestnet is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.