Lead Product Manager - Tamarac

Envestnet; Raleigh (NC); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Paid time off

401k match

Education reimbursement

Disability coverage

Mental health support

Job summary

Envestnet is seeking a product leader to define strategy and roadmap for the Tamarac platform, partnering with engineering, design, and compliance to deliver scalable, compliant solutions.

You’ll gather requirements, communicate ROI, and drive go-to-market plans, with a hybrid Raleigh/Berwyn location and travel as needed.

Qualifications

• Bachelor’s degree or equivalent practical experience.

Responsibilities

• Defines and drives the strategy, roadmap and execution of Envestnet technology products.
• Gathers requirements from internal stakeholders and clients, translating business needs into clear product specifications and prioritization.
• Works with engineering, design, compliance and business teams to ensure products are scalable, secure and compliant.

Job description

Description

Job Location

The primary work location for this role is Berwyn or Raleigh 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, visit www.envestnet.com.

The Team You’ll Join

This role is instrumental in defining and advancing product priorities across the Tamarac platform, partnering closely with key stakeholders to shape the roadmap and drive execution from concept through delivery. We are looking for a leader who deeply understands advisor workflows, anticipates client needs, and brings forward innovative solutions that strengthen Tamarac’s position in the wealth management ecosystem.

How You’ll Contribute

Defines and drives the strategy, roadmap and execution of Envestnet technology products. Gathers requirements from internal stakeholders and clients, translating business needs into clear product specifications and feature prioritization. Works with engineering, design, compliance and business teams to ensure products are scalable, secure and compliant with company and regulatory standards. Analyzes market trends, competitive offerings and product performance data to inform decisions and drive continuous improvement.

• Responsible for developing, managing and optimizing one or more products / product areas.
• Identifies, quantifies and effectively communicates client market opportunities.
• Creates and maintains product vision and roadmap, creates business plans to secure funding, and, develops go-to-market strategies and value proposition.
• Ensures feature alignment across products; manages feature creation and identifies business rules / impact.
• Engages with client-facing sales and implementation colleagues to ensure delivery efforts are aligned with features and feature acceptance criteria.
• Collaborates with other Product Managers to ensure alignment across products; participates in planning and pre/post-planning events.
• Supports testing and partners with revenue and business stakeholders to develop pricing strategies and assess impact on ROI.
• Works with Sales, Marketing and other relevant teams to communicate new products, and develop go-to-market strategy, plans, and training materials.
• Makes end-of-life recommendations for non-performant products.
• Partner with advisors, clients, and prospects to gather feedback on platform capabilities and identify opportunities to enhance client experience and business outcomes.
• Utilize client feedback, adoption metrics, and performance data to identify trends, evaluate success, and inform strategic recommendations for future platform enhancements.
• Collaborate with Product, Engineering, Sales, Marketing, Operations, Legal, and Compliance teams to advocate client needs and ensure alignment on strategic initiatives.
• Address complex client and business challenges by identifying root causes, evaluating potential solutions, and driving scalable outcomes that support organizational objectives.
• Serve as a subject matter expert on Tamarac capabilities and industry trends, providing guidance to internal stakeholders and supporting knowledge sharing across teams.

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.
• Bachelor’s degree or equivalent practical experience
• 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.

Nice-to-Haves

• Experience in financial technology, with a deep understanding of advisor workflows and industry trends
• Hands-on experience with wealth management platforms, particularly those aligned with Tamarac’s portfolio management, trading, and rebalancing capabilities
• Strong product storytelling and presentation skills, with a passion for evangelizing product vision and driving adoption
• Demonstrated alignment with Tamarac’s client-first philosophy and a commitment to innovation within the wealth management space

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 Investmentin 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.

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.