Note: The job is a remote job and is open to candidates in USA. Envestnet is an adaptive WealthTech company that is redefining the future of wealth management. The Lead Product Manager will be responsible for the overall strategy, roadmap, and execution of a specific product line within the MoneyGuide division, collaborating with cross-functional teams to deliver innovative financial planning solutions.
Responsibilities
- Product lifecycle – lead the success and product life cycle from concept to delivery
- Feature specifications - work closely with development, design, and business stakeholders to develop priorities and detailed feature specifications
- Lead the execution of the product vision, strategy, and roadmap for the MoneyGuide platform
- Define and prioritize product features and functionalities for the different areas of the MoneyGuide platform
- Collaborate with stakeholders to align product goals and objectives. Assess unusual circumstances and use sophisticated analytical and problem-solving skills to identify and recommend solutions
- Collaborate with business stakeholders to understand their needs and translate them into clear and concise product requirements
- Understand technical constraints and trade-offs to make informed product decisions
- Collaborate with developers to define system architecture
- Lead client-facing conversations and act as a subject matter expert (SME) on the MoneyGuide platform
- Develop strong relationships with key clients and partners to understand pain points and opportunities
- Translate client insights into product enhancements that drive value and differentiation
- Partner with Product Marketing, Sales, and Support to define go-to-market strategies and enablement materials for new capabilities
- Effectively communicate product benefits internally and externally to drive adoption and engagement
- Support training, marketing, and client-facing teams in articulating platform value
- Define and monitor KPIs to evaluate feature adoption, usage, and success
- Use analytics, client insights, and market research to iterate and improve product offerings continuously
- Act as a leader and mentor within the product management team, modeling best practices in stakeholder management, decision-making, and execution
- 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
Skills
- Bachelor's degree
- 8+ years of experience in product management
- Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment
- Experience with data analysis and A/B testing
- Ability to write clear and concise product requirements documents (PRDs)
- Experience working closely with development teams
- Excellent people skills to interact with clients, colleagues, and cross-functional teams, and third parties
- Excellent verbal, written, visual/presentation, and interpersonal communication skills
- Extreme attention to detail and highly organized
- Experience in the financial technology industry
- Experience with wealth management technology platforms
- CFP designation or similar credentials related to financial planning
- Robust knowledge of financial planning topics and solutions
Benefits
- Incentive compensation
- Equity
- Medical insurance
- Paid time off (PTO)
- 401k company match
- Paid parental leave
- Education reimbursement
- Disability coverage
- Mental health & wellness support
Company Overview