Director, Financial Systems Program Management

Application window closes August 25th, 2026. Primary work location is remote.

About Envestnet

Envestnet is an adaptive WealthTech company redefining the future of wealth management by helping advisors meet the moment with 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.

The Team You’ll Join

The Financial Systems team at Envestnet powers the technology behind the company’s finance operations, building and enhancing systems that support reporting, reconciliation, and the close process. Partnering closely with Finance stakeholders, the team develops integrations, dashboards, and automation within Oracle Fusion to ensure accurate, scalable, and efficient financial data flow. By combining deep technical expertise with business insight, they drive continuous improvement in financial processes—ideal for those who enjoy solving complex problems at the intersection of finance and technology.

Responsibilities

• Provides leadership and oversight for the Financial Systems Program Management group.
• Oversees team efforts to drive the planning and delivery of complex technology initiatives supporting wealth management and fintech platforms, integrating cybersecurity considerations throughout the lifecycle.
• Coordinates cross-functional teams—including product, engineering, UX, operations, and cybersecurity—to align scope, timelines, budgets, and risks with business and regulatory goals.
• Ensures consistent governance, transparency, and execution across multiple projects and portfolios, incorporating security, data protection, and compliance requirements into delivery frameworks.
• Proactively identifies and mitigates technology and cybersecurity risks in partnership with security and compliance teams.
• Enables scalable, secure, and high-quality solutions that create value for clients and partners through effective management.
• Owns the planning, sequencing, reporting, and evidence of the Financial Systems portfolio, including change-management and access-governance frameworks to maintain audit readiness.
• Serves as the team’s primary point of contact for Internal Audit and external auditors on change and access evidence.
• Leads a team or teams responsible for a medium-sized portfolio of projects with limited to moderate complexity, ensuring adherence to project management methodologies (including Lean/Agile).
• Contributes to productivity and efficiency improvements for IT/Technology teams.
• Consults and advises project leaders, product owners, and stakeholders on issue resolution and change management.
• Ensures effective controls are in place to monitor the full project lifecycle and meet critical outcomes for each project, program, or portfolio.
• Engages with business leaders to understand, document, and meet their needs and expectations.
• Partners with cybersecurity and compliance teams to identify risks, support audits, and track remediation of security vulnerabilities within project timelines.
• Develops strategies to resolve key issues escalated by project managers or sponsors.
• Owns the portfolio risk and issue register, ensuring it remains current and every item has a named owner, escalating to the Head of Financial Systems as needed.
• Owns the change-tier classification model and applies it consistently across third-party SaaS configurations (Oracle Fusion, NetSuite, BlackLine), homegrown applications, and integration workflows.
• Chairs the Change Advisory Board, owning its approval workflow and evidence capture.
• Independently verifies vendor-reported service-level performance and credits before acceptance.
• Leads the Finance Systems Operations Lead, who owns intake, triage, and production-support coordination across the application portfolio.

Requirements

• Program and portfolio management: Dependency mapping, critical-path analysis, resource-contention resolution, and risk-register design across five or more concurrent technical workstreams.
• Change governance: Tiered risk classification, segregation-of-duties design (the person who prepares a change is not the person who approves it), and proportionate control testing.
• SOX/ITGC literacy: Change-management and access-control objectives (e.g., COBIT BAI06, BAI07, DSS05, DSS06), with fluency to build and defend a framework Internal Audit accepts without translation.
• Delivery tooling: Jira and Confluence at an administrative level, including workflow, database, and dashboard configuration.
• AI-assisted operations: Comfortable directing tools such as Claude or Copilot for drafting, synthesis, and reporting, with discipline in verifying output before it is audit- or leadership-facing.
• Enterprise application literacy: Oracle Fusion, EPM/FCCS, and adjacent finance systems, with the ability to read a configuration export or BRD and hold substantive conversations with platform owners.

Nice-to-Haves

• PMP, CSM, or equivalent program-management certification.
• Direct experience on an Oracle Fusion or EPM/FCCS implementation.
• Experience partnering with Internal Audit or external auditors (Big 4 or equivalent) on control design or evidence review.
• Experience in financial services, fintech, or another regulated industry where change governance carries real audit exposure.
• Ability to run direct SQL or API queries against an ERP or cloud data warehouse (Oracle Fusion, Snowflake, or equivalent) to independently verify reported figures.
• Familiarity with an iPaaS platform such as Workato, enough to understand what a given integration change affects.
• Experience managing or mentoring an operations-coordination function.

Why You’ll Enjoy Working at Envestnet

At Envestnet, you’ll help shape the future of WealthTech, gaining hands-on experience and collaborating with industry-leading professionals to deliver innovative solutions. The company values flexibility in how and where work gets done and recognizes strong performance with meaningful rewards. Contributions drive both business success and personal growth, making Envestnet a place to build your future.

Pay

This role offers a base salary range of $152,300 to $190,400. The range represents a good-faith estimate of base salary compensation and does not include incentive compensation, equity, or benefits. Individual pay will be determined based on factors including relevant experience, skills, education, certifications, and geographic location. This role is eligible for an additional incentive component as part of the total rewards package.

Benefits

Envestnet provides a comprehensive suite of benefits—subject to plan eligibility rules—including:

• Medical insurance
• Paid time off (PTO)
• 401k company match
• Paid parental leave
• Education reimbursement
• Disability coverage
• Mental health and wellness support

For more details, visit the benefits page on Envestnet’s career site.