Yodlee
Envestnet is seeking a
Product Manager
to join our Product department. This is a hybrid role, with in-office work required at our Berwyn, PA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions u2013 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 nationu2019s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnetu2019s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.u00A0
Envestnetu2019s Strategy:
Deliver the industry-leading wealth management platform, powered by advanced data and insightsu00A0
Leverage our scale and efficiencies to serve our clientsu2019 needs comprehensivelyu00A0
Enable financial advisors to deliver more holistic advice u2013 reflecting a more complete view of their clientsu2019 financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary:u00A0
Envestnet is seeking a Product Manager to join the Proposal Product team. This team is responsible for defining product priorities for their feature area of the proposal with key stakeholders and relentlessly driving the lifecycle from concept to delivery. We are looking for candidates who deeplyu00A0 understand and anticipate our clientsu2019 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 sales.
Job Responsibilities:
Product lifecycle u2013 drive the success and product life cycle from concept to delivery
Feature design u2013 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 u2013 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 u2013 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.u00A0
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:u00A0
Bacheloru2019s degree
2-5 years of experience in product management, with an interest in portfolio construction software
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
Ability to product manage scrum teams
Excellent verbal, written, visual/presentation, and interpersonal communication skills
Extreme attention to detail and highly organized
Willingness to travel
Preferred Qualifications:u00A0
Experience in the financial technology industry
Experience with wealth management technology platforms
Experience using software, such as Confluence, Jira & Figma
Passion for collaborating across teams to deliver best in class financial technology software
Envestnet:u00A0
Be a member of an innovative and industry leading financial technology and solutions companyu00A0
Competitive Compensation/Total Reward Packages that include: Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K u2013 Company Match
Annual Bonus Incentives
Parental Stipendu00A0
Tuition Reimbursement
Student Debt Program
Charitable Matchu00A0
Wellness Program
#LI-AQ1
#J-18808-Ljbffr
Product Manager
to join our Product department. This is a hybrid role, with in-office work required at our Berwyn, PA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions u2013 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 nationu2019s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnetu2019s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.u00A0
Envestnetu2019s Strategy:
Deliver the industry-leading wealth management platform, powered by advanced data and insightsu00A0
Leverage our scale and efficiencies to serve our clientsu2019 needs comprehensivelyu00A0
Enable financial advisors to deliver more holistic advice u2013 reflecting a more complete view of their clientsu2019 financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary:u00A0
Envestnet is seeking a Product Manager to join the Proposal Product team. This team is responsible for defining product priorities for their feature area of the proposal with key stakeholders and relentlessly driving the lifecycle from concept to delivery. We are looking for candidates who deeplyu00A0 understand and anticipate our clientsu2019 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 sales.
Job Responsibilities:
Product lifecycle u2013 drive the success and product life cycle from concept to delivery
Feature design u2013 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 u2013 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 u2013 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.u00A0
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:u00A0
Bacheloru2019s degree
2-5 years of experience in product management, with an interest in portfolio construction software
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
Ability to product manage scrum teams
Excellent verbal, written, visual/presentation, and interpersonal communication skills
Extreme attention to detail and highly organized
Willingness to travel
Preferred Qualifications:u00A0
Experience in the financial technology industry
Experience with wealth management technology platforms
Experience using software, such as Confluence, Jira & Figma
Passion for collaborating across teams to deliver best in class financial technology software
Envestnet:u00A0
Be a member of an innovative and industry leading financial technology and solutions companyu00A0
Competitive Compensation/Total Reward Packages that include: Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K u2013 Company Match
Annual Bonus Incentives
Parental Stipendu00A0
Tuition Reimbursement
Student Debt Program
Charitable Matchu00A0
Wellness Program
#LI-AQ1
#J-18808-Ljbffr