Director, Data Intelligence

Envestnet; Berwyn (PA); Hybrid; USD 168,000 - 209,000; Full time

Benefits offered by this job

Medical insurance

Paid time off (PTO)

401k company match

Paid parental leave

Education reimbursement

Disability coverage

Mental health & wellness support

Job summary

Envestnet (Berwyn, PA) seeks a senior leader to oversee the Data Intelligence group, establishing and implementing governance policies for protecting sensitive information. You will partner with legal, security and product teams, drive enterprise standards, and lead a distributed team including India-based teammates.

This role centers on strategy, policy, and program execution in data governance. You will drive data catalog, metadata management, and data lineage across platforms while aligning

Qualifications

• 8+ years of experience in data governance, data management, or data intelligence program leadership.
• 3+ years of direct people management experience, including hiring, performance management, and developing technical/data professionals.
• Demonstrated working knowledge of data governance frameworks (DAMA-DMBOK, DCAM) and familiarity with regulatory requirements affecting data management (GDPR, CCPA, GLBA, SOX).
• Hands-on experience with modern data catalog platforms (Atlan preferred) and data governance tooling ecosystems.

Responsibilities

• Provides leadership and oversight for the Data Intelligence group. Oversees team efforts to establish and implement data governance policies, procedures and protocol for protecting sensitive financial and personal information across wealth management and advisory platforms.
• Establishes and oversees data governance, policies and controls to ensure compliance with applicable data protection laws.
• Partners with legal, security, product and technical teams to embed data governance protocols into systems and processes.
• Lead the ongoing maintenance, expansion, and enterprise adoption of Atlan as the centralized data catalog, driving metadata management, data discovery, and data lineage capabilities.
• Serve as a senior leader and strategic partner to technology/data leadership — providing vision, execution, and long-term succession planning for the data governance function.

Job description

Description

The application window will close November 1st, 2026

Job Location

The primary work location for this role is the Berwyn, PA office with a hybrid work model.

About Envestnet

Envestnet is an adaptiveWealthTechcompany that isredefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.Backed byover25 years of experience and approximately$7.0 trillionin 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, visitwww.envestnet.com.

The Team You’ll Join

You’ll join Envestnet’s Data Intelligence team, a collaborative and strategically important group responsible for advancing enterprise data governance across the organization. Working closely with Engineering, Product, Legal, Cybersecurity, Compliance, and technology and data leadership, the team establishes the policies, standards, and controls that help protect sensitive information and support regulatory alignment. In this role, you’ll lead and develop a distributed team, strengthen Envestnet’s data intelligence and governance program, and expand the adoption of modern data catalog and metadata management capabilities across the enterprise.

How You’ll Contribute

Provides leadership and oversight for the Data Intelligence group. Oversees team efforts to establish and implement data governance policies, procedures and protocol for protecting sensitive financial and personal information across wealth management and advisory platforms. Establishes and oversees data governance, policies and controls to ensure compliance with applicable data protection laws. Partners with legal, security, product and technical teams to embed data governance protocols into systems and processes.

• Leads a defined Data Intelligence function (i.e., data cataloging, metadata management, data quality analysis, and data lifecycle support), with accountability for execution, quality and timeliness.
• Implements enterprise data governance policies, standards and controls.
• Oversees day-to-day data governance operations within assigned area.
• Partners with Engineering, Product, Legal, Cybersecurity, and Compliance teams to ensure technology enablement, policy alignment, and effective governance.
• Facilitates discussions enterprise-wide to ensure company services address data governance risks and align with and address client, business and regulatory needs.
• Plays a key role, working with Cybersecurity teams to ensure alignment between security and data governance programs, including policies, practices, investigations.
• Stays abreast of industry, regulatory and company changes and trends in data governance and information management.
• Own and mature Envestnet's enterprise data intelligence and governance program, ensuring alignment with regulatory requirements, industry best practices, defined metrics and OKRs, and internal data strategy.
• Directly manage and develop distributed data governance team members (including India-based teammates), including performance management, career development, and day-to-day leadership.
• Lead the ongoing maintenance, expansion, and enterprise adoption of Atlan as the centralized data catalog, driving metadata management, data discovery, and data lineage capabilities.
• Serve as a senior leader and strategic partner to technology/data leadership — providing vision, execution, and long-term succession planning for the data governance function.

What You’ll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.

Nice-to-Haves

• 8+ years of experience in data governance, data management, or data intelligence program leadership, ideally within financial services, fintech, or a similarly regulated industry.
• 3+ years of direct people management experience, including hiring, performance management, and developing technical/data professionals.
• Demonstrated working knowledge of data governance frameworks (DAMA-DMBOK, DCAM) and familiarity with regulatory requirements affecting data management (GDPR, CCPA, GLBA, SOX).
• Hands-on experience with modern data catalog platforms (Atlan preferred) and data governance tooling ecosystems.
• Proven ability to lead, mentor, and develop distributed teams across multiple time zones while maintaining strong program execution.
• Based in the continental US, with flexibility to support both Eastern and Pacific (and IST to an extent) time zone collaboration.

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 $167,500 to $209,400. 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.

• medical insurance
• paid time off (PTO)
• 401k company match
• paid parental leave
• education reimbursement
• disability coverage
• mental health & wellness support

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.