Description Job Location The primary work location for this role is Berwyn with a hybrid 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 You will join a highly collaborative, cross-functional Product organization focused on advancing AI-enabled capabilities and insights across Envestnet's wealth management platform. In this role, you will partner closely with Product leaders, Data Product, Data Science, Engineering, Integrations, and Design teams to deliver scalable, platform-agnostic solutions. The team is centered on driving innovation through data and AI, embedding capabilities such as decision intelligence and Next Best Action across core products including the Envestnet Advisor Portal, MoneyGuide, and Tamarac. This fast-paced, forward-thinking environment emphasizes strong collaboration, technical partnership, and a shared focus on delivering measurable outcomes and enhanced advisor experiences. How You ' ll Contribute In this role, the Lead Product Manager will own the roadmap and strategy for insights driven and AI enabled capabilities, including decision intelligence and Next Best Action solutions, across multiple lines of business. Working in close partnership with the Channel Product Management leader, this role defines priorities, drives delivery, and advances horizontal, platform agnostic features embedded across Envestnet applications and partner ecosystems. This role is well suited for a data fluent, strategy oriented product leader who thrives in fast moving environments and brings hands on experience building AI powered products. The Lead Product Manager will partner closely with Data Product, Data Science, Engineering, and Integrations teams to ensure insights and AI capabilities are scalable, explainable, and consistently applied across Envestnet experiences including the Envestnet Advisor Portal, MoneyGuide, and Tamarac, as well as external platforms such as CRMs, planning, and other fintech providers. AI and insights delivery

• Own and drive execution of AI-enabled and insights-driven features, including decision intelligence and Next Best Action capabilities, with accountability for adoption and measurable business outcomes. Cross-channel enablement
• Partner with channel Product leaders to apply AI and insights consistently across products and lines of business. Product discovery
• Identify, validate, and prioritize high-impact AI and insights use cases through stakeholder and customer engagement, including GenAI and agentic workflow opportunities. Data partnership
• Collaborate with Data Product and Data Science teams to translate models, analytics, and insights into usable product features; ensure outputs are explainable, auditable, and aligned with responsible AI standards. Platform-agnostic integration
• Work closely with Integrations and Engineering to surface AI and insights via scalable, API-driven approaches across internal and external platforms. Agile execution
• Define features, epics, and stories with clear acceptance criteria; manage priorities in a fast-paced delivery environment. Cross-functional collaboration
• Partner daily with Engineering, Design, Data, and Platform teams to align scope, dependencies, and delivery. Metrics and iteration
• Define success metrics tied to advisor workflow impact and business outcomes; use data and feedback to drive continuous improvement, adoption, and demonstrated ROI. Stakeholder communication
• Communicate product goals, progress, outcomes, and tradeoffs to Product leadership and partners. Customer focus
• Ensure AI and insights features solve real advisor, enterprise, and asset manager workflow needs. Risk and compliance awareness
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. Corporate Policies
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

What You ' ll Need to Bring Bachelor's degree in Business, Computer Science, Engineering, Data Science, or a related field; equivalent practical experience considered 8-10 years of experience in product management, with ownership of complex, data-driven products or features; experience shipping AI-enabled or analytics products strongly preferred. Strong experience working in agile product development environments. Demonstrated ability to partner closely with Engineering, Data, and Analytics teams on technically complex initiatives. High data fluency, with experience translating analytics, insights, or models into customer-facing product capabilities; working familiarity with GenAI, LLM-based features, or agentic workflows is a strong plus. Proven ability to manage competing priorities and operate effectively in fast-changing, ambiguous environments. Excellent written and verbal communication skills, with the ability to articulate product value and technical concepts clearly. Nice-to-Haves Demonstrated experience shipping AI-enabled, analytics, or decision intelligence products (e.g., Next Best Action, recommendations, personalization, or generative AI features) with measurable user adoption. Working knowledge of data science, machine learning, or advanced analytics concepts, including the ability to engage meaningfully with model teams on evaluation criteria, feature design, and explainability. Experience building or integrating products using APIs and supporting platform-agnostic delivery models. Understanding of model lifecycle concepts (training, evaluation, monitoring, drift) and responsible AI practices, including explainability and auditability requirements relevant to regulated financial services environments. Background in fintech, wealth management, or enterprise SaaS platforms. Experience working across multiple products or lines of business rather than a single standalone application. 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 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. 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.