Senior Product Manager - Servicing AI

Description

Job Location   

The primary work location for this role is Berwyn 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  

How You’ll Contribute   

Envestnet is seeking a Senior Product Manager – Servicing AI to lead the strategy, roadmap, and execution of AI‑powered servicing capabilities across the Envestnet Unified Managed Platform (UMP). This role is responsible for transforming core servicing workflows—spanning onboarding, account maintenance, client and advisor inquiries, issue resolution, and operational support—through applied AI, automation, and intelligent decisioning.

This individual will define how AI is embedded into Envestnet’s servicing experiences to improve efficiency, consistency, scalability, and advisor satisfaction, while maintaining the highest standards of compliance, auditability, and trust. The role requires a strong blend of product leadership, platform thinking, applied AI fluency, and deep understanding of advisor and operations workflows.

• Define and own Envestnet’s AI strategy for servicing, aligned to UMP platform objectives, advisor experience priorities, and enterprise AI principles
  
• Identify and prioritize high‑impact AI use cases across servicing, including intelligent intake, case routing, summarization, next‑best action, automation, and conversational assistance
  
• Balance near‑term operational efficiency gains with long‑term platform differentiation through scalable, reusable AI capabilities
  
• Own the full product lifecycle for AI‑enabled servicing solutions, from discovery and experimentation through delivery, measurement, and continuous optimization
  
• Translate complex servicing challenges into clear product strategies, roadmaps, and prioritized backlogs grounded in advisor and operations needs
  
• Partner closely with advisors, operations, and home office stakeholders to design AI solutions that augment human workflows and improve resolution speed, quality, and trust
  
• Lead cross‑functional execution with engineering, data science, design, platform services, and technical writing to deliver compliant, high‑quality AI capabilities
  
• Ensure responsible AI usage by partnering with Legal, Risk, Compliance, and Data Governance on explainability, auditability, and regulatory alignment
  
• Drive go‑to‑market strategy and adoption in partnership with Product Marketing, Sales, Client Success, and Operations leadership
  
• Define and own success metrics for servicing AI, using quantitative data and qualitative feedback to guide ongoing iteration and continuous improvement

What You’ll Need to Bring  

• Bachelor’s degree or equivalent practical experience
• 5–8+ years of product management experience, including delivery of complex, enterprise‑grade software platforms 
• Proven ability to lead ambiguous, cross‑functional initiatives with high ownership and accountability 
• Strong experience translating user workflows and operational challenges into scalable product solutions 
• Excellent communication skills—verbal, written, and presentation—with the ability to articulate strategy and value to executive, technical, and client audiences 
• Highly organized and detail‑oriented, with strong execution discipline 
• Willingness to travel to engage with clients and internal stakeholders as needed 

Nice-to-Haves

• Experience building or product‑managing AI‑enabled or data‑driven products, particularly in workflow automation or decision support 
• Experience in financial technology, wealth management, or regulated enterprise platforms 
• Familiarity with servicing, operations, or middle‑office workflows in an advisor or asset management context 
• Strong understanding of responsible AI principles, including explainability, controls, and human‑in‑the‑loop design 
• Ability to balance innovation with compliance, scale, and operational realities 
• Strong product storytelling skills and a passion for driving adoption of new capabilities 

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

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. 

#LI-AQ1