Lead Product Manager - Tamarac

Description Job Location

The primary work location for this role is Berwyn or Raleigh 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

This role is instrumental in defining and advancing product priorities across the Tamarac platform, partnering closely with key stakeholders to shape the roadmap and drive execution from concept through delivery. We are looking for a leader who deeply understands advisor workflows, anticipates client needs, and brings forward innovative solutions that strengthen Tamarac’s position in the wealth management ecosystem.

The Lead Product 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. This role also serves as a key voice of the product—clearly articulating strategy, vision, and value to clients, internal teams, and sales—ensuring alignment and driving adoption across the Tamarac platform.

• End-to-end product leadership – Own and drive the full product lifecycle for key areas of the Tamarac platform, from discovery and strategy through delivery and continuous optimization, ensuring strong client and business outcomes
• Client-centric feature design – Partner closely with advisors, clients, and prospects to gather insights and validate concepts early, ensuring solutions align with real-world wealth management workflows and deliver meaningful value
• Strategic feature definition & prioritization – Lead cross-functional collaboration with engineering, design, technical writing, and business stakeholders to define product priorities and develop clear, scalable feature specifications aligned to Tamarac’s long-term roadmap
• Go-to-market leadership – Define and execute go-to-market strategies in partnership with product marketing and sales, ensuring successful launches, strong positioning, and high adoption of Tamarac capabilities
• Data-driven decision making – Establish and own success metrics, using data and client feedback to evaluate performance, uncover opportunities, and inform ongoing product strategy
• Product excellence & communication – Ensure high-quality, consistent product artifacts—including documentation, roadmaps, and feature communications—effectively convey Tamarac’s value to internal and external stakeholders across Marketing, Training, Sales, Operations, Legal, and Compliance
• Advanced problem solving – Navigate complex and ambiguous challenges with strong analytical rigor, identifying root causes and delivering thoughtful, scalable solutions aligned with product and business goals
• Subject matter expertise & mentorship – Serve as a domain expert within the Tamarac platform, guiding product direction and providing mentorship and leadership to other product managers to elevate team performance and consistency
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

• Bachelor’s degree or equivalent practical experience
• 8-10 years of product management experience, with a track record of delivering complex, client-facing software solutions
• Self-directed and highly motivated, with the ability to lead…