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Job Locationโฏโฏย
The primary work location for this role is the East Coast with a remote work model. ย ย
About Envestnetโฏย
Envestnet is an adaptiveโฏWealthTechโฏcompany that isโฏredefining the future of wealth management byโฏhelpingโฏadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.โฏBacked byโฏoverโฏ25 years of experience and approximatelyโฏ$7.0 trillionโฏin platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.โฏโฏย
For a deeper look at how Envestnet is shaping the future of financial advice, visitโฏwww.envestnet.com.โฏโฏย
The Team Youโll Joinโฏย
Youโll join a dynamic Product Strategy team at the center of Envestnetโs evolving product organization, working closely with product leaders, engineering, marketing, and executive leadership. This team serves as the strategic backbone that connects AI innovation, market intelligence, and product directionโshaping how the organization prioritizes investments, responds to industry shifts, and delivers differentiated value to clients. As a key member of this highly collaborative and forward-looking group, youโll help influence enterprise-wide thinking, strengthen alignment across cross-functional teams, and elevate how product strategy is operationalized in a complex, matrixed environment.
HowโฏYouโllโฏContributeโฏโฏย
This role sits within Product Strategy and serves as the connective tissue between AI strategy,ย marketย intelligence, and product direction.ย You'llย stand up the frameworks that make the product organization more strategic,ย embedding AI prioritization and governance into PM teams, owning the competitive and ecosystem lens for leadership,ย and evolve into a sounding board as those capabilities mature across the organization.ย This is a role for someone who thinks rigorously, communicates crisply, and knows how to move from insight toย influence in a complex organization.
- Partner with product leaders to strengthen AI strategy across the portfolio โ helping teams pressure-test prioritization, connect AI-enabled capabilities to strategic value and feasibility, and identify common foundational elements that can be shared across the product ecosystem
- Support the AI governance processes definition from a product perspective, including intake processes, use case governance, and stakeholder communication
- Partner with others in the organization to support GTM considerations (e.g., pricing and packaging) around AI capabilities
- Shape how Envestnet articulates its AI strategy, aligning with product, engineering, marketing, and leadership on how AI capabilities connect to the broader product narrative, and what outcomes define success
- Own the market intelligence tracking infrastructure, applying consistent evaluation criteria to surface the most strategically relevant developments across the wealth technology ecosystemย
- Monitor and synthesize the AI and broader wealth tech ecosystem to identify landscape shifts, capability trends, and potential partnership opportunitiesย
- Translate ecosystem signals into actionable strategic implications for the product organization and leadershipย
- Prepare briefings, landscape summaries, and positioning analyses for CPO and senior leadership audiencesย
- Represent product strategy at industry conferences and synthesize intelligence into internal deliverablesย
- Support AI best practices, training, and tooling adoption across the product organization โ helping teams build working knowledge of AI capabilities and how to apply them effectivelyย
- Support executive communication and strategy documentation for the Product Strategy functionย
- Help build and maintain the operational infrastructure of the product strategy team โ templates, frameworks, trackers, and processesย
WhatโฏYouโllโฏNeed to Bringโฏ
- 7+ years of experience in product management, strategy consulting, or a combination โ with demonstrated ownership of strategic work productsย
- Genuine fluency in AI for product capabilities: you understand how LLMs, agents, and AI workflows actually work, can evaluate vendor claims critically, and can frame AI opportunities in terms of business and product valueย
- Strong analytical and structured thinking skills โ you can synthesize ambiguous inputs into clear frameworks and recommendationsย
- Hands-on fluency with modern AI tooling (e.g., Claude/Copilot), including prompt/workflow design, agentic workflow creation, and rapid iteration; comfortable using AI tooling across the product lifecycle including prototyping tools to turn concepts into testable experiences. ย
- Excellent written and verbal communication; comfortable presenting to VP and C-suite audiencesย
- Experience working across product, engineering, and business stakeholders in a matrixed environmentย
- Intellectual curiosity and learning velocity โ you stay current on AI capabilities and industry shifts, and proactively deepen your understanding to sharpen product decisionsย
- Consensus builder with a bias for action โ you propose paths forward, align stakeholders, and help land clear decisionsย
Nice-to-Havesโฏย
- Background in wealth management, fintech, or enterprise SaaSย
- Experience with competitive intelligence methodologies or partnership evaluationย
- Prior work in an AI-adjacent role (AI product, AI strategy, data products)ย
Why Youโll Enjoy Working at Envestnetโฏย
Help shape the future of WealthTech. At Envestnet youโll gain hands-on experience and collaborate with some of the industryโs brightest minds to deliver meaningful, innovative solutions that make a real difference.ย
We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewardsโbecause your contributions should drive both business success and your own personal growth. If youโre looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future. ย
The opportunity is now!ย โฏ
Sponsorshipย ย
This position is not open to candidates requiring visa sponsorshipย ย
Our Investmentย in Youย
This role offers a base salary range ofโฏ$152,300โฏto $190,400. The range listedโฏrepresentsโฏa good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will beโฏdeterminedโฏbased on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location,โฏin accordance withโฏapplicable pay transparency laws.โฏโฏThis role is eligible for an additional incentiveโฏcomponentโฏas part of the total rewards package.โฏโฏย
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We provide a comprehensive suite of benefits - subject to Envestnetโs plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. ย Please visit our benefits page on our career site to learn more.โฏโฏ
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Our Commitment to Inclusion & Belongingโฏย
Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.โฏโฏ
ย
We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us atโฏ careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary toโฏassistโฏyou with the recruiting process.โฏโฏ โฏโฏโฏย
Recruitment Fraudย
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on ourย recruitment fraud awareness pageย to help you recognize and avoid recruitment fraud.ย
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