Senior Product Manager - Integrations Tamarac

Senior Product Manager - Integrations Tamarac in Berwyn, PA, United States

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Senior Product Manager - Integrations Tamarac

Location: Berwyn, PA, United States

Date Posted: May 26, 2026

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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

Envestnet's Open ENV offering extends the availability of Envestnet''s solutions, empowering advisors and firms with new opportunities to leverage the complete platform to meet their unique business needs. Open ENV rapidly accelerates the ability to deliver customized implementations through a library of open architecture application programming interfaces (APIs), Single Sign-On, and bulk data delivery. It provides access to a single source of consistent, accurate, mission-critical data and functionality, eliminating manual data entry while ensuring compliance with regulators and corporate controls. Envestnet|Tamarac provides the most comprehensive technology solution for independent RIAs, helping advisors run their businesses with greater efficiency, scale, and profitability.

As a senior member of the product team, your scope of work will be cross-functional and span multiple strategic and platform areas, requiring a high level of independence, ownership, and leadership. You will drive the integration product lifecycle from concept to launch, prioritize release plans, and act as a subject matter expert in both internal and external engagements.

How You'll Contribute

We are seeking a Senior Product Manager to lead the strategy, execution, and delivery of critical API and integration capabilities within our platform ecosystem. This is a high-impact role requiring a strong mix of product vision, client empathy, technical acumen, and cross-functional leadership. You will play a central role in aligning our platform's evolution with market needs, client priorities, and long-term business objectives.

The Senior Product Manager operates with a high degree of ownership, balancing independent leadership with strong cross-functional collaboration. They work closely with engineering, design, business stakeholders, and technical writing to deliver scalable, high-impact capabilities to market.

• Define new API endpoints and integration functionality required to meet customer and partner business needs, collaborating with engineering to ensure timely and high-quality delivery. Influence and lead cross-functional teams across Engineering, Legal, Compliance, Operations, and
• Client Services to execute initiatives and resolve issues.
• Experience collaborating with cross-functional Scrum teams, including leading backlog refinement, prioritization, and grooming to ensure readiness for sprint planning and delivery.
• Help drive the strategic vision and roadmap for Tamarac integration features and functions, ensuring alignment with company goals and market demands.
• Recommend and influence product improvements and long-term strategic direction based on industry trends, competitive insights, and direct client feedback.
• Balance innovation with risk management and operational scalability.
• Prioritize and manage product initiatives within your functional domain while ensuring alignment with broader platform goals.
• Work independently through the quarterly release priority list; escalate blockers and risks appropriately to management.
• Manage the end-to-end product lifecycle from ideation and requirement gathering through release and iteration.
• Problem Analysis and Solution Identification - work with clients, potential clients, strategic technology partners, and internal teams to identify and define robust, scalable, repeatable integration solutions using Open ENV technology.
• API Solution Implementation - as needed, work with Open ENV consumers to ensure they are implementing an efficient solution using available best practices; establish and attend regular meetings to answer questions about the implementation; provide sample workflows and Postman collections where required.
• Client and Prospect Support - Partner with Product Marketing, Sales, and Support to define go-to-market strategies and enablement materials for new capabilities.
• Launch Management - ensure strategic partners are prepared for release of new products and functionality within Open ENV and the Tamarac Platform.
• Goals and metrics - establish goals to identify opportunities; define and monitor KPIs to evaluate feature adoption, usage, and success.
• May provide mentorship and training to product management team.

What You'll Need to Bring

• Bachelor's degree
• 5-8 years of relevant experience, with a strong background in Agile Product and Development disciplines
• At least 3 years of experience with integration technologies, including APIs, SSO, open platform capabilities; prior success implementing APIs to solve large-scale customer business problems
• Strong interpersonal and stakeholder management skills, with the ability to influence and collaborate effectively across clients, cross-functional teams, and external partners
• Passion for clean solution design, clear, and concise documentation
• Ability to solve complex problems in a simple, repeatable way
• Business savvy with a technical inclination
• Strong accountability and the desire to always improve
• Extreme attention to detail and highly organized
• Ability to work on several projects simultaneously and to thrive in a project-based environment across multiple lean teams
• Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment.
• Excellent people skills to interact with clients, colleagues, and cross-functional teams, and third parties.
• Willingness to travel

Nice-to-Haves

• Experience in the financial technology industry.
• A deep understanding of internal customers as well as external.
• Experience with wealth management technology platforms.

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  [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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