Head of Bank Products

Envestnet is seeking a Product Manager - Tamarac to join our Product department. This is a hybrid role, with in-office work required at our Berwyn, PA or Raleigh, NC office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry‑leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Deliver the industry-leading wealth management platform, powered by advanced data and insights

Leverage our scale and efficiencies to serve our clients' needs comprehensively

Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment

The Product Manager is a team player with minimal supervision, working cross-functionally and closely with engineering, design, business stakeholders, and technical writing to bring new products to the financial marketplace. The Product Manager articulates and presents product benefits to clients, internal teams, and sales.

Feature specifications – work closely with engineering, design, technical writing, and business stakeholders to develop priorities and detailed feature specifications

Ensure the quality of materials produced by the product management teams are kept to a high standard to articulate platform features, enhancements, and roadmaps to internal and external stakeholders such as Marketing, Training, Sales, Operations, Legal and Compliance

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

Excellent verbal, written, visual/presentation, and interpersonal communication skills

Willingness to travel

Experience in the financial technology industry

Experience with wealth management technology platforms

Be a member of an innovative and industry leading financial technology and solutions company

Health Benefits (Health/Dental/Vision)

Annual Bonus Incentives

Tuition Reimbursement

Student Debt Program