Director, Data Intelligence

Description

The application window will close November 1st, 2026

The primary work location for this role is the Berwyn, PA office 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, visit

You’ll join Envestnet’s Data Intelligence team, a collaborative and strategically important group responsible for advancing enterprise data governance across the organization. Working closely with Engineering, Product, Legal, Cybersecurity, Compliance, and technology and data leadership, the team establishes the policies, standards, and controls that help protect sensitive information and support regulatory alignment. In this role, you’ll lead and develop a distributed team, strengthen Envestnet’s data intelligence and governance program, and expand the adoption of modern data catalog and metadata management capabilities across the enterprise.

Provides leadership and oversight for the Data Intelligence group. Oversees team efforts to establish and implement data governance policies, procedures and protocol for protecting sensitive financial and personal information across wealth management and advisory platforms. Establishes and oversees data governance, policies and controls to ensure compliance with applicable data protection laws. Partners with legal, security, product and technical teams to embed data governance protocols into systems and processes.

• Leads a defined Data Intelligence function (i.e., data cataloging, metadata management, data quality analysis, and data lifecycle support), with accountability for execution, quality and timeliness.
• Implements enterprise data governance policies, standards and controls.
• Oversees day-to-day data governance operations within assigned area.
• Partners with Engineering, Product, Legal, Cybersecurity, and Compliance teams to ensure technology enablement, policy alignment, and effective governance.
• Facilitates discussions enterprise-wide to ensure company services address data governance risks and align with and address client, business and regulatory needs.
• Plays a key role, working with Cybersecurity teams to ensure alignment between security and data governance programs, including policies, practices, investigations.
• Stays abreast of industry, regulatory and company changes and trends in data governance and information management.
• Own and mature Envestnet's enterprise data intelligence and governance program, ensuring alignment with regulatory requirements, industry best practices, defined metrics and OKRs, and internal data strategy.
• Directly manage and develop distributed data governance team members (including India-based teammates), including performance management, career development, and day-to-day leadership.
• Lead the ongoing maintenance, expansion, and enterprise adoption of Atlan as the centralized data catalog, driving metadata management, data discovery, and data lineage capabilities.
• Serve as a senior leader and strategic partner to technology/data leadership — providing vision, execution, and long-term succession planning for the data governance function.

• 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.

• 8+ years of experience in data governance, data management, or data intelligence program leadership, ideally within financial services, fintech, or a similarly regulated industry.
• 3+ years of direct people management experience, including hiring, performance management, and…