Senior Director, Product Planning and Operations

The application window will close December 10, 2026.

The primary work location for this role is Remote.

Envestnet is an adaptive

Wealth

Tech company that is redefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.

Backed byover
25 years of experience and approximately $7.0 trillion in 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

Envestnet’s Product Operations team builds the mechanisms that help Product plan, build, launch, and learn consistently king across Product Management, Engineering, Design, Product Marketing, Services, and Finance, the team owns the operating rhythm, product lifecycle, client insight programs, and tools that turn strategy into predictable delivery and measurable client outcomes. The team is helping transform how products are built and launched through outcome-focused ways of working, AI-enabled practices, and a strong focus on delivering meaningful customer and business value.

Provides leadership and oversight to the Product Planning, Operations and Customer Insights function. Builds the frameworks, governance, and operating rhythms that let product teams plan, prioritize, and deliver consistently across product lines. Brings the client’s voice into every stage of the lifecycle, from discovery through launch and adoption. Partners with Product Management, Engineering, Design, Finance, and go-to-market teams to ensure processes are scalable, measurable, and compliant with company and regulatory standards.

Uses portfolio, delivery, and client feedback data to inform decisions and drive continuous improvement.

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• Experience designing and running portfolio prioritization, annual and quarterly planning, and OKR processes across multiple product lines.
• Hands-on experience operating a product development lifecycle with stage gates and release readiness processes.
• Experience coordinating cross-functional product launches with Product Marketing, Sales, Services, and Support, including launch tiering and go/no-go governance.
• Experience with capacity planning and investment trade-offs in partnership with Engineering and Finance.
• Experience running business operations for a product or technology organization, including headcount, budget, and operating metrics.
• Proven change management experience driving adoption of new processes across large, distributed teams.
• Experience leading or playing a key role in a product operating model transformation, such as a shift to empowered product teams, continuous discovery, or outcome-based planning.
• Experience selecting, implementing, and driving adoption of a product planning, road mapping, or portfolio management platform (e.g., Aha!, Productboard, Jira Align, or similar).
• Hands-on fluency with AI tools and a track record of applying AI to improve how teams plan, build, and operate.
• Strong executive communication, facilitation, and stakeholder management capabilities.
• Demonstrated success implementing operating processes that teams adopt and that improve delivery predictability.

• 10+ years of experience in Product Operations, Portfolio Management, Strategic Planning, Product Management, or…