Lead Product Manager - MoneyGuide

Lead Product Manager - MoneyGuide

Location: ALL USA, United States

Date Posted: Jul 7, 2026

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Description

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Job Location

The primary work location for this role is a remote 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

You will join the MoneyGuide product team at Envestnet, a collaborative group focused on delivering innovative financial planning solutions that power better client outcomes. The team partners closely with engineering, design, sales, marketing, and client-facing stakeholders to build and enhance a leading wealth management platform. Together, they blend deep product expertise, technical insight, and market knowledge to develop scalable solutions, drive product adoption, and continuously improve the advisor and client experience.

How You'll Contribute

The Lead Product Manager is responsible for the overall strategy, roadmap, and execution of a specific product or product line within the MoneyGuide division of Envestnet. This role requires a deep understanding of customer needs, market trends, and technical capabilities as well as financial planning concepts. The Lead Product Manager will work closely with cross-functional teams, including development and, design teams, and, to lead and deliver innovative products for customers and drive business growth.

• 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.

What You'll Need to Bring

• 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

Nice-to-Haves

• CFP designation or similar credentials related to financial planning
• Robust knowledge of financial planning topics and solutions

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

This role offers a base salary range of $138,500 to $173,100. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package.

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  [email protected]. 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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