Senior Product Manager

Data Analytics Full-Time Berwyn, Pennsylvania Raleigh, North Carolina ReqID:5920


Envestnet is seeking a passionate and talented Senior Product Manager to join our Data and Analytics team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.

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:

We are looking for a talented individual to join the Research team at Envestnet Data & Analytics as a Senior Product Manager. The hire will have an integral role in shaping products that use big data and analytics to derive powerful insights in the investment and market research industries. Envestnet Data & Analytics is the largest SaaS platform for consumer financial data.

You will help drive innovations and build cutting-edge data products leveraging machine learning, AI and other Big Data technologies. You will explore problems and help define solutions leveraging our leading proprietary datasets to answer critical client questions.

You will also define product strategy, go-to-market, and be the liaison across multiple geographic teams. We are seeking a strong product manager with at least 3-5 years experience in the investment research or corporate strategy/research fields with some experience wrangling large and interesting datasets into intuitive products and tools.

You'll be responsible for leading end-to-end product management tasks from product strategy and roadmap through product launches. This is a strategic role with an opportunity to learn and expand responsibilities as you partner with data science, engineering, and business development teams in the US and offshore.

Job Responsibilities:

  • Drive the ideation, planning, and launch of the next generation of Data Products with an emphasis on research and market insights.
  • Take ownership of defining, managing, and prioritizing product roadmap while ensuring successful launches and ongoing support.
  • Maintain Confluence documentation and product requirements in sufficient detail to evaluate, build & launch products. Work with business analysts and partner closely with development teams (internal or external) to ensure clarity of requirements and effective delivery.
  • Speak frequently with customers to develop a deep understanding of their research requirements and use cases. Translate these needs into actionable product requirements.
  • Support business development and sales efforts by being a thought leader and resource on core Research products
  • 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: 

  • Passion for building amazing data products with proven end-to-end experience, preferably using alternative data.
  • Exceptional presentation and communications skills with an ability to work directly with multiple teams across function and time zone
  • Minimum of 4+ years experience in product management, preferably in an investment research or corporate strategy setting.
  • Experience working with data products
  • Exposure to Big Data environments such as AWS (Spark, RedShift, EC2, Tableau), Databricks, or Snowflake is a plus.
  • Experience with SQL is a plus.

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
    • 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

Envestnet is an Equal Opportunity Employer.

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