Lead Product Manager

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The primary work location for this role is a remote work model.

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,

You will join the Money Guide product team at Envestnet, a collaborative group focused on delivering innovative financial planning solutions for advisors and their clients to guide them to recognize and achieve their financial goals. The team partners closely with engineering, design, sales, marketing, and client-facing stakeholders to build and enhance a leading wealth management platform. Together, they blend deep product expertise, technical insight, and market knowledge to develop scalable solutions, drive product adoption, and continuously improve the advisor and client experience.

Defines and drives the strategy, roadmap and execution of Envestnet technology products. Gathers requirements from internal stakeholders and clients, translating business needs into clear product specifications and feature prioritization. Works with engineering, design, compliance and business teams to ensure products are scalable, secure and compliant with company and regulatory standards. Analyzes market trends, competitive offerings and product performance data to inform decisions and drive continuous improvement.

• Responsible for developing, managing and optimizing one or more products / product areas.
• Identifies, quantifies and effectively communicates client market opportunities.
• Creates and maintains product vision and roadmap, creates business plans to secure funding, and, develops go-to-market strategies and value proposition.
• Ensures feature alignment across products; manages feature creation and identifies business rules / impact.
• Engages with client-facing sales and implementation colleagues to ensure delivery efforts are aligned with features and feature acceptance criteria.
• Collaborates with other Product Managers to ensure alignment across products; participates in planning and pre/post-planning events.
• Supports testing and partners with revenue and business stakeholders to develop pricing strategies and assess impact on ROI.
• Works with Sales, Marketing and other relevant teams to communicate new products, and develop go-to-market strategy, plans, and training materials.
• Makes end-of-life recommendations for non-performant products.
• Leads the execution of the product vision, strategy, and roadmap for the Money Guide platform, ensuring alignment with customer needs, business objectives, and market opportunities.
• Partners with development, design, and business stakeholders to define priorities, translate requirements into product capabilities, and deliver high-impact enhancements across the platform.
• Serves as a subject matter expert and client-facing product leader, building strong relationships with customers and leveraging feedback to drive product innovation and differentiation.
• Defines and monitors key product performance metrics, using customer insights, analytics, and market research to continuously improve adoption, engagement, and business outcomes.

• 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.
• Bachelor's degree.
• Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment.
• Ability to work with stakeholders to write clear and concise product requirements documents (PRDs).
• Experience working closely with development teams.
• Excellent people skills to interact with clients, colleagues, and cross-functional teams, and third parties.
• Excellent verbal, written, visual/presentation, and interpersonal communication skills.
• Extreme attention to detail and highly organized.
• Experience in the financial technology industry.
• Experience with wealth management technology platforms.

• CFP designation or similar credentials related to financial planning.
• Robust knowledge of financial planning topics and solutions.

Help shape the future of Wealth Tech. 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…