Envestnet is seeking a Senior Product Manager - Custodial Integrations to join our Product department. This is a hybrid role, with in-office work required at either 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.
Envestnet’s Strategy:
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
For more information, please visit www.envestnet.com.
Job Summary:
This team is responsible for defining product priorities for their feature area with key stakeholders and relentlessly driving the lifecycle from concept to delivery. We are looking for candidates who deeply understand and anticipate our client’s needs and are always looking for innovative ways to solve industry problems.
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 sale
Job Responsibilities:
Product lifecycle - Drive the success and product life cycle from concept to delivery
Feature design – Work closely with clients and prospects to gather feedback during initial design to ensure success
Feature specifications - Work closely with engineering, design, technical writing, and business stakeholders to develop priorities and detailed feature specifications
Product launch – Establish a go-to-market strategy and collaborate with our product marketing and sales teams to successfully launch new features while effectively communicating product benefits to the market to drive adoption
Goals & metrics – Establish goals to identify opportunities and track feature success
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
Partner with management to address and solve for unusual and/or complex circumstances
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.
Required Qualifications:
5+ years of experience in product management
Familiarity with advisory, insurance, annuity, trust onboarding
Experience with transactional account maintenance, i.e. transfers, money movement, client and account data-related updates
Experience with workflows/business process management with respect to custodial integrations
Experience with custodial APIs and data integration
Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment
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
Willingness to travel
Preferred Qualifications:
Experience with wealth management technology platforms
Passion for presenting
Envestnet:
Competitive Compensation/Total Reward Packages that include:
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K – Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program
Envestnet is an Equal Opportunity Employer.
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