Lead Product Manager - Tamarac

Lead Product Manager - Tamarac

Location: Berwyn, PA, United States

Date Posted: Aug 4, 2026

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Description

Job Location

The primary work location for this role is Berwyn or Raleigh 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

This role is instrumental in defining and advancing product priorities across the Tamarac platform, partnering closely with key stakeholders to shape the roadmap and drive execution from concept through delivery. We are looking for a leader who deeply understands advisor workflows, anticipates client needs, and brings forward innovative solutions that strengthen Tamarac's position in the wealth management ecosystem.

How You'll Contribute

The Lead Product Manager operates with a high degree of ownership, balancing independent leadership with strong cross-functional collaboration. They work closely with engineering, design, business stakeholders, and technical writing to deliver scalable, high-impact capabilities to market. This role also serves as a key voice of the product-clearly articulating strategy, vision, and value to clients, internal teams, and sales-ensuring alignment and driving adoption across the Tamarac platform.

• End-to-end product leadership - Own and drive the full product lifecycle for key areas of the Tamarac platform, from discovery and strategy through delivery and continuous optimization, ensuring strong client and business outcomes
• Client-centric feature design - Partner closely with advisors, clients, and prospects to gather insights and validate concepts early, ensuring solutions align with real-world wealth management workflows and deliver meaningful value
• Strategic feature definition & prioritization - Lead cross-functional collaboration with engineering, design, technical writing, and business stakeholders to define product priorities and develop clear, scalable feature specifications aligned to Tamarac's long-term roadmap
• Go-to-market leadership - Define and execute go-to-market strategies in partnership with product marketing and sales, ensuring successful launches, strong positioning, and high adoption of Tamarac capabilities
• Data-driven decision making - Establish and own success metrics, using data and client feedback to evaluate performance, uncover opportunities, and inform ongoing product strategy
• Product excellence & communication - Ensure high-quality, consistent product artifacts-including documentation, roadmaps, and feature communications-effectively convey Tamarac's value to internal and external stakeholders across Marketing, Training, Sales, Operations, Legal, and Compliance
• Advanced problem solving - Navigate complex and ambiguous challenges with strong analytical rigor, identifying root causes and delivering thoughtful, scalable solutions aligned with product and business goals
• Subject matter expertise & mentorship - Serve as a domain expert within the Tamarac platform, guiding product direction and providing mentorship and leadership to other product managers to elevate team performance and consistency
• 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 or equivalent practical experience
• 8-10 years of product management experience, with a track record of delivering complex, client-facing software solutions
• Self-directed and highly motivated, with the ability to lead initiatives independently while thriving in a fast-paced, deadline-driven environment
• Strong interpersonal and stakeholder management skills, with the ability to influence and collaborate effectively across clients, cross-functional teams, and external partners
• Exceptional communication skills-verbal, written, and presentation-with the ability to clearly articulate product strategy, vision, and value to diverse audiences
• Highly organized with meticulous attention to detail, ensuring excellence across product deliverables and execution
• Willingness to travel to engage with clients, support product initiatives, and strengthen market alignment.

Nice-to-Haves

• Experience in financial technology, with a deep understanding of advisor workflows and industry trends
• Hands-on experience with wealth management platforms, particularly those aligned with Tamarac's portfolio management, trading, and rebalancing capabilities
• Strong product storytelling and presentation skills, with a passion for evangelizing product vision and driving adoption
• Demonstrated alignment with Tamarac's client-first philosophy and a commitment to innovation within the wealth management space

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  [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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