Hybrid Lead Product Manager — WealthTech Platform

Envestnet; Devon (PA); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Paid time off

401k match

Parental leave

Education reimbursement

Disability coverage

Mental health & wellness support

Job summary

Envestnet seeks a Lead Product Manager to drive the Tamarac platform, partnering with engineering, design, and stakeholder teams to translate advisor workflows into scalable features. You will own end-to-end lifecycle, define priorities, and guide go-to-market efforts while mentoring other PMs.

The role requires 8–10 years in product management, strong communication, and travel willingness. Hybrid work is available in Berwyn or Raleigh with broad cross-functional collaboration.

Qualifications

• 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.]
• job_responsibilities_description: ["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-driv
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Responsibilities

• 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

Skills

Product management

Cross-functional leadership

Strategic thinking

Data-driven decision making

Communication

Education

Bachelor's degree or equivalent

Job description

Envestnet seeks a Lead Product Manager to drive the Tamarac platform, partnering with engineering, design, and stakeholder teams to translate advisor workflows into scalable features. You will own end-to-end lifecycle, define priorities, and guide go-to-market efforts while mentoring other PMs.

The role requires 8–10 years in product management, strong communication, and travel willingness. Hybrid work is available in Berwyn or Raleigh with broad cross-functional collaboration.