Senior Product Integrations Manager

Job Location

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

Envestnet’s Open ENV offering extends the availability of Envestnet's solutions, empowering advisors and firms with new opportunities to leverage the complete platform to meet their unique business needs. Open ENV rapidly accelerates the ability to deliver customized implementations through a library of open architecture application programming interfaces (APIs), Single Sign-On, and bulk data delivery. It provides access to a single source of consistent, accurate, mission-critical data and functionality, eliminating manual data entry while ensuring compliance with regulators and corporate controls.

Envestnet|Tamarac provides the most comprehensive technology solution for independent RIAs, helping advisors run their businesses with greater efficiency, scale, and profitability.

As a senior member of the product team, your scope of work will be cross-functional and span multiple strategic and platform areas, requiring a high level of independence, ownership, and leadership. You will drive the integration product lifecycle from concept to launch, prioritize release plans, and act as a subject matter expert in both internal and external engagements.

We are seeking a Senior Product Integrations Manager to lead the strategy, execution, and delivery of critical API and integration capabilities within our platform ecosystem. This is a high-impact role requiring a strong mix of product vision, client empathy, technical acumen, and cross-functional leadership. You will play a central role in aligning our platform’s evolution with market needs, client priorities, and long-term business objectives.

The Senior Product Integrations Manager operates with a high degree of ownership, balancing independent leadership with strong cross-functional collaboration. They work closely with engineering, design, business stakeholders, and technical writing to deliver scalable, high-impact capabilities to market.

• Define new API endpoints and integration functionality required to meet customer and partner business needs, collaborating with engineering to ensure timely and high-quality delivery. Influence and lead cross-functional teams across Engineering, Legal, Compliance, Operations, and
• Client Services to execute initiatives and resolve issues.
• Experience collaborating with cross-functional Scrum teams, including leading backlog refinement, prioritization, and grooming to ensure readiness for sprint planning and delivery.
• Help drive the strategic vision and roadmap for Tamarac integration features and functions, ensuring alignment with company goals and market demands.
• Recommend and influence product improvements and long-term strategic direction based on industry trends, competitive insights, and direct client feedback.
• Balance innovation with risk management and operational scalability.
• Prioritize and manage product initiatives within your functional domain while ensuring alignment with broader platform goals.
• Work independently through the quarterly release priority list; elevate blockers and risks appropriately to management.
• Manage the end-to-end product lifecycle from ideation and requirement gathering through release and iteration.
• Problem Analysis and Solution Identification – work with clients, potential clients, strategic technology partners, and internal teams to identify and define robust, scalable, repeatable integration solutions using Open ENV technology.
• API Solution Implementation – as needed, work with Open ENV consumers to ensure they are implementing an efficient solution using…