Description

Job Location

The primary work location for this role is Berwyn with a hybrid work model.

The Team You'll Join

You'll join the Wealth Data Platform (WDP) team, a product group focused on building and maintaining the data capabilities that power experiences across the Envestnet ecosystem. WDP serves a broad range of users-including advisors, asset managers, home office teams, and internal stakeholders-by delivering reliable, scalable, and insight-driven data products. The team partners closely with engineering, data, design, and business stakeholders and operates in a fast-moving environment where strong product ownership and cross-functional collaboration are essential.

How You'll Contribute

This role supports the execution and delivery of integration capabilities across Envestnet platforms, translating business needs from stakeholders, clients, and partners into clear specifications and data mappings. It combines client empathy and technical acumen, working closely with engineering and compliance partners to keep integrations scalable, secure, and compliant with company and regulatory standards. You'll operate under general guidance early on, building toward greater independence as your expertise grows.
• Manages day-to-day delivery for an assigned WDP product area, translating business and data requirements into clear specifications, acceptance criteria, and delivery-ready user stories for engineering.
• Partners with UX/UI, research, the Data Team, and business stakeholders - from gathering user and client feedback to shaping the roadmap and prioritized backlog, with a focus on stability, data quality, and reliability for existing capabilities.
• Evaluates client, market, and financial data to identify trends and problems, and recommends strategies for resolution.
• Collaborates cross-functionally to consolidate related efforts and to layer capabilities across products and services in ways that deepen the value delivered to clients.
• Defines and tracks success metrics, using quantitative and qualitative input to guide ongoing iteration and continuous improvement.
• Recommends and helps implement process improvements that strengthen product management practices across the team.

What You'll Need to Bring
• Bachelor's degree or equivalent practical experience
• Product management experience, including exposure to complex, enterprise-grade software or data platforms
• Proven ability to manage and enhance existing products in a fast-moving, cross-functional environment
• Ability to quickly learn and grow expertise in Envestnet's product suite over time, applying it to address client pain points and improve market competitiveness
• Comfortable managing multiple, shifting priorities in a fast-paced environment
• Experience working closely with data or engineering teams on data-driven or platform products
• Excellent communication skills-verbal, written, and presentation-with the ability to articulate strategy and value to executive, technical, and client audiences
• Highly organized and detail-oriented, with strong execution discipline
• Comfortable testing and incorporating new technology and AI tools, applying them to improve data, integration, and product workflows
• Willingness to travel to engage with clients and internal stakeholders as needed

Nice-to-Haves
• Experience in financial technology, wealth management, or regulated enterprise platforms
• Familiarity with advisor-facing, asset manager, or home office workflows in a wealth management context
• Experience with data products, analytics platforms, or BI/reporting tools in an enterprise context
• Strong understanding of data quality, governance, and reliability as product concerns

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investment in You

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.

We provide a comprehensive suite of benefits - subject to Envestnet's plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

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