Senior Product Manager, Wealth Data Platform (Hybrid)

Envestnet; Chesterbrook (PA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Envestnet is seeking a Senior Product Manager for the Wealth Data Platform (WDP) to own and grow enterprise-grade data capabilities across the Envestnet ecosystem.

You will translate business needs into actionable specs, collaborate with engineering, UX/UI, and research, and guide roadmaps with a focus on data quality, stability, and client value. This hybrid role requires strong communication and leadership as you scale products and drive results.

Qualifications

• Bachelor’s degree or equivalent practical experience
• Product management experience, including exposure to complex, enterprise-grade software or data platforms
• Proven ability to manage and enhance existing products in a fast-moving, cross-functional environment
• Ability to quickly learn and grow expertise in Envestnet’s product suite over time, applying it to address client pain points and improve market competitiveness
• Comfortable managing multiple, shifting priorities in a fast-paced environment
• Experience working closely with data or engineering teams on data-driven or platform products
• 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
• Comfortable testing and incorporating new technology and AI tools, applying them to improve data, integration, and product workflows
• Willingness to travel to engage with clients and internal stakeholders as needed

Responsibilities

• Manages day-to-day delivery for an assigned WDP product area, translating business and data requirements into clear specifications, acceptance criteria, and delivery-ready user stories for engineering.
• Partners with UX/UI, research, the Data Team, and business stakeholders — from gathering user and client feedback to shaping the roadmap and prioritized backlog, with a focus on stability, data quality, and reliability for existing capabilities.
• Evaluates client, market, and financial data to identify trends and problems, and recommends strategies for resolution.
• Collaborates cross-functionally to consolidate related efforts and to layer capabilities across products and services in ways that deepen the value delivered to clients.
• Defines and tracks success metrics, using quantitative and qualitative input to guide ongoing iteration and continuous improvement.
• Recommends and helps implement process improvements that strengthen product management practices across the team.

Skills

Product management

Data-driven

Cross-functional collaboration

Communication

Education

Bachelor’s degree or equivalent practical experience

Job description

Envestnet is seeking a Senior Product Manager for the Wealth Data Platform (WDP) to own and grow enterprise-grade data capabilities across the Envestnet ecosystem.

You will translate business needs into actionable specs, collaborate with engineering, UX/UI, and research, and guide roadmaps with a focus on data quality, stability, and client value. This hybrid role requires strong communication and leadership as you scale products and drive results.