Senior Product Manager - Servicing AI

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Senior Product Manager - Servicing AI

Location:

Berwyn, PA, United States

Date Posted:
Jun 1, 2026

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Description

Job Location

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

About Envestnet

Envestnet is an adaptive Wealth Tech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 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 

The Team You'll Join

You'll join a product management team that is focused on building and advancing AI‑enabled solutions within the servicing domain, including Service Request AI initiatives. This is a highly collaborative, fast‑moving team that partners closely with engineering, design, data, and business stakeholders to deliver intelligent capabilities that improve how services are developed, managed, and scaled. As part of this team, you'll work on net‑new, approved product efforts, help shape product strategy from early concept through execution, and contribute to innovative AI use cases that drive meaningful impact for the business and its clients.

How You'll Contribute

Envestnet is seeking a Senior Product Manager - Servicing AI to lead the strategy, roadmap, and execution of AI‑powered servicing capabilities across the Envestnet Unified Managed Platform (UMP). This role is responsible for transforming core servicing workflows-spanning onboarding, account maintenance, client and advisor inquiries, issue resolution, and operational support-through applied AI, automation, and intelligent decisioning.

This individual will define how AI is embedded into Envestnet's servicing experiences to improve efficiency, consistency, scalability, and advisor satisfaction, while maintaining the highest standards of compliance, auditability, and trust. The role requires a strong blend of product leadership, platform thinking, applied AI fluency, and deep understanding of advisor and operations workflows.

* Define and own Envestnet's AI strategy for servicing, aligned to UMP platform objectives, advisor experience priorities, and enterprise AI principles

* Identify and prioritize high‑impact AI use cases across servicing, including intelligent intake, case routing, summarization, next‑best action, automation, and conversational assistance

* Balance near‑term operational efficiency gains with long‑term platform differentiation through scalable, reusable AI capabilities

* Own the full product lifecycle for AI‑enabled servicing solutions, from discovery and experimentation through delivery, measurement, and continuous optimization

* Translate complex servicing challenges into clear product strategies, roadmaps, and prioritized backlogs grounded in advisor and operations needs

* Partner closely with advisors, operations, and home office stakeholders to design AI solutions that augment human workflows and improve resolution speed, quality, and trust

* Lead cross‑functional execution with engineering, data science, design, platform services, and technical writing to deliver compliant, high‑quality AI capabilities

* Ensure responsible AI usage by partnering with Legal, Risk, Compliance, and Data Governance on explainability, auditability, and regulatory alignment

* Drive go‑to‑market strategy and adoption in partnership with Product Marketing, Sales, Client Success, and Operations leadership

* Define and own success metrics for servicing AI, using quantitative data and qualitative feedback to guide ongoing iteration and continuous improvement

What You'll Need to Bring

* Bachelor's degree or equivalent practical experience

* 5-8+ years of product management experience, including delivery of complex,…