Project Manager - Finance Transformation

Project Manager - Finance Transformation

Location: ALL USA, United States

Date Posted: Jun 26, 2026

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Description

The application window will close August 31, 2026.

Job Location

The primary work location for this role is the United States with 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

The Finance team at Envestnet plays a key role in driving efficiency, innovation, and execution across the organization by leading high-impact, technology-focused initiatives. Partnering closely with Finance, IT, and cross-functional stakeholders, the team delivers complex system implementations, process enhancements, and digital transformation efforts that strengthen financial operations and decision-making. By bridging business needs with technical solutions, improving workflows, and ensuring strong governance and compliance, the team helps modernize how Finance operates-creating a dynamic environment for those who enjoy collaborating across functions and driving meaningful, enterprise-wide impact.

How You'll Contribute

The Finance Organization is seeking a highly organized and results-driven Project Manager to lead and support technology-focused and other projects and initiatives within the Finance function. This individual will serve as the critical bridge between Finance, IT and other functions within the organization. PM will manage complex cross-functional projects while ensuring deliverables are met on time, within scope, and aligned with organizational priorities. The Project Manager will play a pivotal role in driving operational efficiency, system implementations, and process improvements across the Finance organization

• Technology Project Management

• Lead end-to-end project management for Finance technology initiatives, including ERP upgrades, financial system implementations, and digital transformation projects.

• Define project scope, objectives, milestones, and success criteria in partnership with Finance leadership and IT stakeholders.

• Develop and maintain detailed project plans, timelines, risk registers, and status reports.

• Coordinate UAT (User Acceptance Testing) cycles, system integrations, and data migration activities for Finance-related platforms.

• Serve as the primary liaison between Finance end-users and IT/vendor teams to translate business requirements into technical solutions

• Stakeholder Management & Communication

• Build and maintain strong relationships with key stakeholders including Finance leadership, the CAO/Controller, IT, Procurement, and other stakeholders.

• Prepare and deliver executive-level project updates, presentations, and status reports to the senior leadership.

• Facilitate cross-functional meetings, steering committee reviews, and working sessions; document decisions and track action items to resolution.

• Proactively identify and escalate project risks, issues, and blockers with recommended mitigation strategies.

• Operational & Process Improvement

• Identify opportunities to streamline Finance workflows through technology and process re-engineering.

• Document current-state and future-state processes, standard operating procedures (SOPs), and training materials.

• Support change management efforts by coordinating communication plans, training sessions, and adoption tracking.

• Maintain a centralized project portfolio for all Finance technology initiatives and provide regular reporting on project health.

• Governance & Compliance

• Ensure all Finance technology projects adhere to internal controls, audit requirements, and data governance standards.

• Collaborate with internal audit and compliance teams to ensure project deliverables meet regulatory requirements.

• Maintain comprehensive project documentation for audit trails and post-implementation reviews.

What You'll Need to Bring

• Bachelor''s degree in Finance, Accounting, Information Systems, Business Administration, or a related field.
• 5+ years of project management experience, with 2 years managing technology-related projects preferred.
• Strong command of the Microsoft Office Suite, particularly Excel, PowerPoint, and SharePoint.
• Exceptional organizational skills with the ability to manage multiple concurrent projects and shifting priorities without loss of quality.
• Superior time management capabilities and a consistent track record of meeting deadlines in fast-paced environments.
• Solid written and verbal communication skills with the ability to present to senior executives clearly and confidently.

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 $86,000 to $107,500. 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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