What are the responsibilities and job description for the Senior Product Manager - Servicing AI position at Envestnet?
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’ll join a product management team that is focused on building and advancing AI‑enabled solutions within the servicing domain, including Service Request AI initiatives. This is a highly collaborative, fast‑moving team that partners closely with engineering, design, data, and business stakeholders to deliver intelligent capabilities that improve how services are developed, managed, and scaled. As part of this team, you’ll work on net‑new, approved product efforts, help shape product strategy from early concept through execution, and contribute to innovative AI use cases that drive meaningful impact for the business and its clients.
How You’ll Contribute
Contributes to the development and execution of product strategy, roadmap, and delivery for Envestnet technology solutions. Partners with internal stakeholders and clients gather requirements, translating business needs into clear product enhancements and priorities. Collaborates closely with engineering, design, compliance, and business teams to help ensure products are scalable, secure, and aligned with company and regulatory standards.
Evaluates market trends, competitive offerings, customer feedback, and product performance metrics to support decision-making and continuous product improvement.
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 [email protected]. 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.
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’ll join a product management team that is focused on building and advancing AI‑enabled solutions within the servicing domain, including Service Request AI initiatives. This is a highly collaborative, fast‑moving team that partners closely with engineering, design, data, and business stakeholders to deliver intelligent capabilities that improve how services are developed, managed, and scaled. As part of this team, you’ll work on net‑new, approved product efforts, help shape product strategy from early concept through execution, and contribute to innovative AI use cases that drive meaningful impact for the business and its clients.
How You’ll Contribute
Contributes to the development and execution of product strategy, roadmap, and delivery for Envestnet technology solutions. Partners with internal stakeholders and clients gather requirements, translating business needs into clear product enhancements and priorities. Collaborates closely with engineering, design, compliance, and business teams to help ensure products are scalable, secure, and aligned with company and regulatory standards.
Evaluates market trends, competitive offerings, customer feedback, and product performance metrics to support decision-making and continuous product improvement.
- Provides Product Management support for broader and more complex products and features within an assigned product area or client base.
- Partners with UX / UI, marketing and other research teams, client and business stakeholders observe and solicit feedback from consumers and clients.
- Manages more complex aspects of existing products / product lines within stable markets.
- Engages with cross-functional stakeholders and business partners, to ensure product vision addresses:
- Marketplace access
- Format
- Key features and functionality requirements
- Service and support requirements
- Key accounts and prospects
- Evaluates client / market / financial data, identifies emerging patterns, trends and problems and recommends strategies and approaches for resolution.
- Collaborates cross-functionally to evaluate opportunities with a promise of positive product / product line impact.
- Recommends and helps implement Product Management process improvement initiatives.
- Helps shape AI-enabled servicing product strategy aligned to UMP platform objectives, advisor experience priorities, and enterprise AI principles.
- Identifies and prioritizes high-impact servicing AI use cases, including intelligent intake, case routing, summarization, next-best action, automation, and conversational assistance.
- Owns the product lifecycle for AI-enabled servicing capabilities from discovery and experimentation through delivery, measurement, and continuous optimization.
- Partners with advisors, operations, and home office stakeholders to design AI solutions that augment human workflows and improve resolution speed, quality, and trust.
- Partners with Legal, Risk, Compliance, Data Governance, and go-to-market stakeholders to support responsible AI usage, adoption, and success metrics.
- 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
- Product management experience, including delivery of complex, enterprise grade software platforms
- Proven ability to lead ambiguous, cross functional initiatives with high ownership and accountability
- Strong experience translating user workflows and operational challenges into scalable product solutions
- 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
- Willingness to travel to engage with clients and internal stakeholders as needed
- Experience building or product managing AI enabled or data driven products, particularly in workflow automation or decision support
- Experience in financial technology, wealth management, or regulated enterprise platforms
- Familiarity with servicing, operations, or middle office workflows in an advisor or asset management context
- Strong understanding of responsible AI principles, including explainability, controls, and human in the loop design
- Ability to balance innovation with compliance, scale, and operational realities
- Strong product storytelling skills and a passion for driving adoption of new capabilities
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 [email protected]. 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.
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