Senior Product Manager - Billing

Description

Envestnet is seeking a Senior Product Manager – Billing to join our Product department. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary: 

We are seeking a Senior Product Manager to lead the strategy, execution, and delivery of critical trading and portfolio management capabilities within our platform ecosystem. This is a high-impact role requiring a strong mix of product vision, client empathy, technical acumen, and cross-functional leadership. You will play a central role in aligning our platform’s evolution with market needs, client priorities, and long-term business objectives.

As a senior member of the product team, your scope of work will be cross-functional and span multiple strategic and platform areas, requiring a high level of independence, ownership, and leadership. You will drive the product lifecycle from concept to launch, prioritize quarterly release plans, and act as a subject matter expert in both internal and external engagements.

Job Responsibilities:

• Help drive the strategic vision and roadmap for trading and portfolio management products, ensuring alignment with company goals and market demands.
  
• Recommend and influence product improvements and long-term strategic direction based on industry trends, competitive insights, and direct client feedback.
  
• Balance innovation with risk management and operational scalability.
  
• Lead initiatives across multiple strategic and platform areas with minimal oversight.
  
• Prioritize and manage product initiatives within your functional domain while ensuring alignment with broader platform goals.
  
• Work independently through the quarterly release priority list; escalate blockers and risks appropriately to management.
  
• Actively define and prioritize product requirements and collaborate with engineering to ensure timely and high-quality delivery.
  
• Manage the end-to-end product lifecycle from ideation and requirement gathering through release and iteration.
  
• Collaborate with UX, engineering, technical writing, and QA to deliver intuitive and compliant solutions that exceed client expectations.
  
• Ensure all materials and communications produced meet high standards of quality, clarity, and alignment with regulatory and legal guidelines.
  
• Lead client-facing conversations and act as a subject matter expert (SME) on trading and portfolio management workflows.
  
• 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.
  
• Influence and lead cross-functional teams across Engineering, Legal, Compliance, Operations, and Client Services to execute initiatives and resolve issues.
  
• Act as a leader and mentor within the product organization, 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.
  

Required Qualifications: 

• Bachelor’s degree.
  
• 5-8 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.
  
• 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.
  
• Willingness to travel.
  

Preferred Qualifications: 

• Experience in the financial technology industry.
  
• Complex product experience, where workflows have many variations, configurations and customizations. This could be in areas such as Analytics, Platform PM, Accounting systems, etc.
  
• A deep understanding of internal customers as well as external.
  
• Experience with wealth management technology platforms.
  
• Experience with brokerage or advisory trading systems and trade connectivity.
  
• Passion for presenting.
  

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions company 
  
• Competitive Compensation/Total Reward Packages that include:
  
  • Health Benefits (Health/Dental/Vision)
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
  • 401K – Company Match
    
  • Annual Bonus Incentives
    
  • Parental Stipend 
    
  • Tuition Reimbursement
    
  • Student Debt Program
    
  • Charitable Match 
    
  • Wellness Program
    

Envestnet is an Equal Opportunity Employer.

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