Product Manager

Product Full-Time Berwyn, Pennsylvania Raleigh, North Carolina ReqID:4690


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.


Envestnet Wealth, is seeking a talented and passionate Product Manager to join the wealth platform solutions product team. The wealth platform team defines and oversees the product development efforts for the capabilities that facilitate the Advisor experience throughout the Envestnet platform. This includes core accounting, servicing and integrations (i.e. various exchanges), service request infrastructure, billing, surveillance, proposals, research and reporting. These components are critical to the delivery of a holistic wealth management experience for both financial advisors and clients. As a Product Manager on this team, you will help define the requirements and manage the product development lifecycle for strategic and ongoing enhancements to the platform working closely with our technology teams. We are looking for candidates who deeply understand and anticipate our client’s needs and are always looking for innovative ways to solve industry problems.

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.


The Product Manager will be a team player with minimal supervision, work cross-functionality and closely with engineering, design, business stakeholders and technical writing to bring new products to the financial marketplace. You can articulate and present product benefits to clients, internal teams, and sales.


Job Responsibilities:

  • Product vision – Create and define the strategic vision for the product based on the competitive landscape and proactively communicate key phases and milestones to external firms and clients
  • Product lifecycle – drive the success and product life cycle from concept to delivery
  • Feature design – work closely with clients and prospects to gather feedback during initial design to ensure success
  • Feature specifications - work closely with engineering, design, technical writing, and business stakeholders to develop priorities and detailed feature specifications
  • Product launch – establish a go-to-market strategy and collaborate with our product marketing and sales teams to successfully launch new features while effectively communicating product benefits to the market to drive adoption
  • Goals & metrics – establish goals to identify opportunities and track feature success
  • Ensure the quality of materials produced by the product management teams are kept to a high standard to articulate platform features, enhancements, and roadmaps to internal and external stakeholders such as Marketing, Training, Sales, Operations, Legal and Compliance


Must Have:

  • Bachelor’s degree
  • 5-8 years of experience in product management
  • Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment
  • Excellent people skills to interact with clients, colleagues, and cross-functional teams, and third parties
  • Excellent verbal, written, visual/presentation, and interpersonal communication skills
  • Extreme attention to detail and highly organized


Nice To Have:

  • Experience in the financial technology industry
  • Experience with wealth management technology platforms
  • Experience with Agile software development methodology
  • Passion for presenting
  • Willingness to travel


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.