Wealth Management Operations Jobs in Raleigh, NC

Description

Job Location   

The primary work location for this role is either our Berwyn, PA or our Raleigh, NC office with a hybrid work model.   

About Envestnet  

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   

The Team You’ll Join

Envestnet’s Product Operations group is a team of dedicated program managers operating at the forefront of strategic internal initiatives. Our group specializes in managing complex, cross-team collaborations that drive meaningful change from actionable business intelligence. Product Operations serves a central function in helping the organization continue to grow and evolve while keeping the broader enterprise informed, aligned, and executing. 

How You’ll Contribute

Our team is currently looking to add an experienced Program Management Lead. This position is an exceptional opportunity for a creative, collaborative and highly motivated individual to manage a complex set of programs, while leveraging a wide range of processes and tools used in multi-product initiatives. 

Programs typically consist of enterprise-focused initiatives aimed at enhancing internal efficiencies, operational processes, integrated technologies, and interdepartmental collaboration. This role requires working with teams from across the organization to define strategy, requirements and timelines as well as leading cross-functional delivery teams through design, execution and support. This position involves regular communication with senior management on roadmaps, progress, risks and change control. Project management and executive presentation skills are critical. You will provide project leadership, inform strategy, mitigate project risks, make tradeoffs, and balance business needs versus technical constraints. 

The right candidate for this role is someone who has a strong program management background, can cultivate relationships and earn trust with teams both inside and outside of Envestnet and is comfortable working with large, complex data sets. You must be able to thrive in a start-up minded environment and be willing to not only operate strategically and think creatively but roll up your sleeves and help get the job done tactically 

• Lead medium- to large-scale programs from initiation through the full delivery lifecycle on new products and initiatives. 
• Define and illustrate the vision for the program’s offering and communicate the key phases and milestones for deliverables in conjunction with a diverse set of business owners. 
• Manage deadlines and risks across multiple teams, communicating effectively to stakeholders and influencing cross-functional stakeholders. 
• Develop support models and launch/rollout plans to ensure internal preparedness and a smooth transition to a fully institutionalized workflow. 
• Actively seek, clarify, and understand information from end-users and stakeholders that leads to an understanding and ownership of deliverables. 
• Collaborate with stakeholders in a dynamic development environment to provide governance, re-validate theses/assumptions, adapt from lessons learned, drive efficiency improvements to processes, and resolve issues as they arise to ensure on-time delivery and high-quality steady-state product/solution. 
• Track program goals & milestones, tasks, and dependencies in accordance with delivery timelines. 
• Oversee sales/marketing/promotional strategies in collaboration with internal teams to create awareness and promote adoption. 
• Cultivate subject matter expertise on the functional and technical aspects of the projects.  
• Leverage analytical skills and a demonstrated ability to use data and KPIs to back-up assumptions, assess risks, and evaluate outcomes. 
• Prepare audience-relevant reporting and communications on project status for stakeholders in varying levels and functions. 
• 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
• 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.

What You’ll Need to Bring

• Bachelor’s degree in related business areas 
• 8-10 years in Program/Project Management
• Experience running projects/programs through the system/software development lifecycle (SDLC)
• Experience working in financial services and/or fintech industries
• Experience with system integration and agile development
• Demonstrated knowledge of project and program management techniques
  Experience working in fast-paced, deadline-driven environment and able to manage multiple priorities well
• Strong written and verbal communication skills
• Experience presenting to senior level stakeholders

Nice-to-Haves

• Experience working with a cross-functional, global team. 
• Knowledge of industry proven methodologies (Six Sigma, Agile, etc.) and other data-driven approaches for process improvement, delivery, and iterative execution. 
• PgMP, PMP, or other comparable project/program management certifications. 
• Receptive of feedback and quick to apply changes. 
• Team player. 
• Self-driven and able to be both strategic and execution oriented.

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. 

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re 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.  

The opportunity is now!  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

Our Investment in You 

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.  

We provide a comprehensive suite of benefits - subject to Envestnet’s 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.  Please visit our benefits page on our career site to learn more.  

Our Commitment to Inclusion & Belonging  

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.  

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 at  careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.      

Recruitment Fraud 

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 our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

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