Senior Director, Product Planning and Operations

Application window will close December 10, 2026.

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.

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.

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.

• Sets the vision and roadmap for how Product plans, builds, launches, and learns across multiple product lines.
• Drives enterprise-level operating model initiatives that improve speed, predictability, and client outcomes.
• Supports a large portfolio of moderately to extremely complex product initiatives with consistent planning, governance, and readiness practices.
• Owns the end-to-end product lifecycle framework, including stages, gates, artifacts, and measures of success.
• Provides leadership with end-to-end visibility across the product portfolio, including priorities, capacity, risks, budget, and business impact.
• Directs the development and adoption of policies, standards, and processes that meet strategic objectives and lead to continuous improvement.
• Ensures product mechanisms are adopted and deliver measurable gains in quality, predictability, and time to value.
• Partners with Product Marketing, Sales, and Services on launch readiness and go-to-market coordination.
• Leads enterprise product portfolio planning, prioritization, capacity management, and operating rhythms, using client evidence and outcome-based OKRs to guide investment decisions across product lines.
• Builds and runs the voice-of-the-client program, including client research, advisory boards and user groups, feedback intake, and NPS and surveys, so client insight…