Description The application window will close August 31, 2026. Job Location The primary work location for this role is the United States with a remote 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 The Finance team at Envestnet plays a key role in driving efficiency, innovation, and execution across the organization by leading high-impact, technology-focused initiatives. Partnering closely with Finance, IT, and cross-functional stakeholders, the team delivers complex system implementations, process enhancements, and digital transformation efforts that strengthen financial operations and decision-making. By bridging business needs with technical solutions, improving workflows, and ensuring strong governance and compliance, the team helps modernize how Finance operates—creating a dynamic environment for those who enjoy collaborating across functions and driving meaningful, enterprise-wide impact. How You ' ll Contribute Plans, monitors and manages internal projects from initiation through completion. Leads or coordinates project planning, resourcing, and subcontract management, progress reporting, troubleshooting and people management. Ensures project results meet requirements regarding technical quality, reliability, schedule and cost. Monitors performance and recommends schedule changes, cost adjustments or resource additions.

• Provides Project Management support for routine projects within a functional, operational or technical area.
• Works with cross-functional project team members to define, sequence and estimate activities and duration.
• Synthesizes diverse sets of information into plans and schedules.
• Estimates resources, cost and other budget needs.
• Supports and facilitates all phases of project execution.
• Facilitates face-to-face communication and project feedback, from the initial kickoff meeting through milestone reporting and close-out.
• Ensures effective cross-functional participation.
• Monitors metrics and reports on progress, issues and status.
• Ensures consistency and adherence to company standards, processes and policies.
• Identifies and translates client needs into project timelines that effectively address potential risks.
• Leads Finance technology initiatives, including financial system implementations, ERP upgrades, digital transformation efforts, system integrations, and data migration projects.
• Serves as the primary liaison between Finance, IT, vendors, and business stakeholders, translating business requirements into effective technology solutions and project outcomes.
• Drives operational efficiency and process improvement by identifying opportunities to streamline Finance workflows, supporting change management activities, and maintaining visibility into the Finance technology project portfolio.
• Ensures Finance technology projects meet internal control, audit, compliance, and data governance requirements while maintaining appropriate project documentation and implementation oversight. 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 in Finance, Accounting, Information Systems, Business Administration, or a related field.
• Strong command of the Microsoft Office Suite, particularly Excel, PowerPoint, and SharePoint.
• Exceptional organizational skills with the ability to manage multiple concurrent projects and shifting priorities without loss of quality.
• Superior time management capabilities and a consistent track record of meeting deadlines in fast-paced environments.
• Solid written and verbal communication skills with the ability to present to senior executives clearly and confidently.

Nice-to-Haves 5+ years of project management experience, with 2 years managing technology-related projects preferred. 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 $86,000 to $107,500. 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. 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. 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. #LI-MD1