Senior Director, Product Planning and Operations

Description

*The application window will close December 10, 2026.*

Job Location

The primary work location for this role is Remote.

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 byover 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

Envestnet’s Product Operations team builds the mechanisms that help Product plan, build, launch, and learn consistently at scale. Working across Product Management, Engineering, Design, Product Marketing, Services, and Finance, the team owns the operating rhythm, product lifecycle, client insight programs, and tools that turn strategy into predictable delivery and measurable client outcomes. The team is helping transform how products are built and launched through outcome-focused ways of working, AI-enabled practices, and a strong focus on delivering meaningful customer and business value.

How

You’ll Contribute

Provides leadership and oversight to the Product Planning, Operations and Customer Insights function. Builds the frameworks, governance, and operating rhythms that let product teams plan, prioritize, and deliver consistently across product lines. Brings the client’s voice into every stage of the lifecycle, from discovery through launch and adoption. Partners with Product Management, Engineering, Design, Finance, and go-to-market teams to ensure processes are scalable, measurable, and compliant with company and regulatory standards. Uses portfolio, delivery, and client feedback data to inform decisions and drive continuous improvement.

• Sets the vision and roadmap for how Product plans, builds, launches, and learns across multiple product lines.
• Drives enterprise-level operating model initiatives that improve speed, predictability, and client outcomes.
• Supports a large portfolio of moderately to extremely complex product initiatives with consistent planning, governance, and readiness practices.
• Owns the end-to-end product lifecycle framework, including stages, gates, artifacts, and measures of success.
• Provides leadership with end-to-end visibility across the product portfolio, including priorities, capacity, risks, budget, and business impact.
• Directs the development and adoption of policies, standards, and processes that meet strategic objectives and lead to continuous improvement.
• Ensures product mechanisms are adopted and deliver measurable gains in quality, predictability, and time to value.
• Partners with Product Marketing, Sales, and Services on launch readiness and go-to-market coordination.
• Leads enterprise product portfolio planning, prioritization, capacity management, and operating rhythms, using client evidence and outcome-based OKRs to guide investment decisions across product lines.
• Builds and runs the voice-of-the-client program, including client research, advisory boards and user groups, feedback intake, and NPS and surveys, so client insight shapes strategy, roadmaps, and prioritization.
• Drives transformation of the product development lifecycle toward an AI-native, outcome-based operating model, including early-stage rigor, client validation of prototypes, beta and early access programs, and release and launch readiness.
• Oversees product planning, research, and feedback tooling and a shared insights repository, ensuring consistent visibility, adoption, governance, and alignment across product lines and key business partners.

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.
• Experience designing and running portfolio prioritization, annual and quarterly planning, and OKR processes across multiple product lines.
• Hands-on experience operating a product development lifecycle with stage gates and release readiness processes.
• Experience coordinating cross-functional product launches with Product Marketing, Sales, Services, and Support, including launch tiering and go/no-go governance.
• Experience with capacity planning and investment trade-offs in partnership with Engineering and Finance.
• Experience running business operations for a product or technology organization, including headcount, budget, and operating metrics.
• Proven change management experience driving adoption of new processes across large, distributed teams.
• Experience leading or playing a key role in a product operating model transformation, such as a shift to empowered product teams, continuous discovery, or outcome-based planning.
• Experience selecting, implementing, and driving adoption of a product planning, roadmapping, or portfolio management platform (e.g., Aha!, Productboard, Jira Align, or similar).
• Hands-on fluency with AI tools and a track record of applying AI to improve how teams plan, build, and operate.
• Strong executive communication, facilitation, and stakeholder management capabilities.
• Demonstrated success implementing operating processes that teams adopt and that improve delivery predictability.

Nice-to-Haves

• 10+ years of experience in Product Operations, Portfolio Management, Strategic Planning, Product Management, or related disciplines.
• 3+ years leading teams in a scaling technology organization.
• Experience supporting enterprise SaaS, fintech, wealth management, or platform-based businesses.
• Experience unifying planning and delivery practices across multiple platforms or acquired businesses.
• Familiarity with modern product operating model practices (e.g., SVPG product model, OKRs, continuous discovery).
• Experience with agentic development workflows, context engineering, and AI governance in a regulated environment.
• Experience administering Jira and Confluence at scale, including integrations with planning and roadmapping tools.
• Change management certification (e.g., Prosci, ACMP) or formal training.
• MBA or advanced degree in Business, Technology, or a related field.

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* *$202,600* *to $250,000. 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.*

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