Description

Job Location

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

About Envestnet

Envestnet is an adaptiveWealthTechcompany that isredefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.Backed byover25 years of experience and approximately$7.0 trillionin platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit

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

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investmentin 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.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.

Recruitment Fraud

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.

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