Lead Product Manager - Tamarac

We need to output HTML fragment with sections: About the role? Actually we need to use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We only include sections that have real specific content. We need to parse the job description and extract relevant content. Job location: "The primary work location for this role is Berwyn or Raleigh with a hybrid work model." That's location info; could be placed in a short

maybe under a heading? Not required heading. Could be a paragraph after title? The instruction: do NOT repeat job title as heading; do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. So location can be a short

. Now sections: - About the role: Could be the "About Envestnet" and "The Team You’ll Join" and "How You’ll Contribute"? Actually "About the role" heading likely corresponds to description of role. We can combine "About Envestnet", "The Team You’ll Join", "How You’ll Contribute" into About the role section. But we need to preserve all substantive info; we can put paragraphs. - Responsibilities: The bullet list under "How You’ll Contribute" includes many responsibilities. Also later bullet list under "Partner with advisors..." etc. Those are responsibilities. So we can create a

• list of responsibilities. - Requirements: The "What You’ll Need to Bring" includes required qualifications: Bachelor’s degree or equivalent practical experience, self-directed..., strong interpersonal..., exceptional communication..., highly organized..., willingness to travel. Those are requirements. - Qualifications: Might be similar to requirements; but we could separate "Nice-to-Haves" as Qualifications? Actually Nice-to-Haves are additional desired qualifications. Could be under "Qualifications" or "Skills". The instruction: Use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide where each piece fits. We have: - Requirements: mandatory qualifications (Bachelor's degree, self-directed, interpersonal, communication, organized, willingness to travel). - Qualifications: maybe the "Nice-to-Haves" (Experience in financial technology, hands-on experience with wealth management platforms, product storytelling, alignment with Tamarac’s client-first philosophy). Those are qualifications. - Skills: maybe we can extract specific skills from the responsibilities? But we could also put skills like "product strategy, roadmap definition, stakeholder management, market analysis, go-to-market strategy, pricing, client feedback, cross-functional collaboration". However we need to avoid inventing. The posting includes many skill-like statements: "Strong interpersonal and stakeholder management skills", "Exceptional communication skills—verbal, written, and presentation", "Highly organized with meticulous attention to detail". Those are skills. Could be placed under Skills. But we already used interpersonal/communication/organized under Requirements. Might duplicate. Better to separate: Requirements: Bachelor's degree or equivalent practical experience. Qualifications: Nice-to-haves. Skills: interpersonal, communication, organized, stakeholder management, etc. However the posting says "Self-directed and highly motivated, with the ability to lead initiatives independently while thriving in a fast-paced, deadline-driven environment" - that's a trait/skill. "Strong interpersonal and stakeholder management skills" - skill. "Exceptional communication skills—verbal, written, and presentation" - skill. "Highly organized with meticulous attention to detail" - skill. "Willingness to travel" - requirement? Could be requirement. Thus we can categorize: - Requirements: Bachelor’s degree or equivalent practical experience; Self-directed and highly motivated; Willingness to travel. - Skills: Strong interpersonal and stakeholder management skills; Exceptional communication skills—verbal, written, and presentation; Highly organized with meticulous attention to detail. - Qualifications (Nice-to-Haves): Experience in financial technology, deep understanding of advisor workflows and industry trends; Hands-on experience with wealth management platforms, particularly those aligned with Tamarac’s portfolio management, trading, and rebalancing capabilities; Strong product storytelling and presentation skills, with a passion for evangelizing product vision and driving adoption; Demonstrated alignment with Tamarac’s client-first philosophy and a commitment to innovation within the wealth management space. But note "Strong product storytelling and presentation skills" overlaps with communication skills; but it's a nice-to-have. We also have Benefits: The section "Our Investment in You" lists benefits: competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs; comprehensive suite of benefits - medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Pay: Not explicitly stated; only "competitive, market-aligned compensation complemented with performance-linked incentives". That's vague but could be considered Pay? The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state compensation (competitive, market-aligned compensation) and benefits. So we can include Pay section with that statement. However "competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs" is somewhat vague but it's stated. So we can include Pay. Schedule: Not mentioned besides hybrid work model (location). No explicit schedule like full-time, part-time, hours. So we should not create Schedule section. Now we need to output HTML fragment with headings

  for each section we include. We need to include location as a short

  maybe before sections. We must not include boilerplate like EEO, recruitment fraud, etc. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep the details from each bullet. Let's extract each piece. Location: "The primary work location for this role is Berwyn or Raleigh 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: "This role is instrumental in defining and advancing product priorities across the Tamarac platform, partnering closely with key stakeholders to shape the roadmap and drive execution from concept through delivery. We are looking for a leader who deeply understands advisor workflows, anticipates client needs, and brings forward innovative solutions that strengthen Tamarac’s position in the wealth management ecosystem." How You’ll Contribute: This is a long paragraph with many responsibilities. We need to break into list items preserving each sentence as a bullet? The instruction: Use

  • for any list of duties/requirements/benefits. So we can turn each responsibility into a
  • . Let's parse the How You’ll Contribute paragraph: "Defines and drives the strategy, roadmap and execution of Envestnet technology products. Gathers requirements from internal stakeholders and clients, translating business needs into clear product specifications and feature prioritization. Works with engineering, design, compliance and business teams to ensure products are scalable, secure and compliant with company and regulatory standards. Analyzes market trends, competitive offerings and product performance data to inform decisions and drive continuous improvement. Responsible for developing, managing and optimizing one or more products / product areas. Identifies, quantifies and effectively communicates client market opportunities. Creates and maintains product vision and roadmap, creates business plans to secure funding, and, develops go-to-market strategies and value proposition. Ensures feature alignment across products; manages feature creation and identifies business rules / impact. Engages with client-facing sales and implementation colleagues to ensure delivery efforts are aligned with features and feature acceptance criteria. Collaborates with other Product Managers to ensure alignment across products; participates in planning and pre/post-planning events. Supports testing and partners with revenue and business stakeholders to develop pricing strategies and assess impact on ROI. Works with Sales, Marketing and other relevant teams to communicate new products, and develop go-to-market strategy, plans, and training materials. Makes end-of-life recommendations for non-performant products. Partner with advisors, clients, and prospects to gather feedback on platform capabilities and identify opportunities to enhance client experience and business outcomes. Utilize client feedback, adoption metrics, and performance data to identify trends, evaluate success, and inform strategic recommendations for future platform enhancements. Collaborate with Product, Engineering, Sales, Marketing, Operations, Legal, and Compliance teams to advocate client needs and ensure alignment on strategic initiatives. Address complex client and business challenges by identifying root causes, evaluating potential solutions, and driving scalable outcomes that support organizational objectives. Serve as a subject matter expert on Tamarac capabilities and industry trends, providing guidance to internal stakeholders and supporting knowledge sharing across teams." That's many items. Now "What You’ll Need to Bring" (requirements): "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 Self-directed and highly motivated, with the ability to lead initiatives independently while thriving in a fast-paced, deadline-driven environment Strong interpersonal and stakeholder management skills, with the ability to influence and collaborate effectively across clients, cross-functional teams, and external partners Exceptional communication skills—verbal, written, and presentation—with the ability to clearly articulate product strategy, vision, and value to diverse audiences Highly organized with meticulous attention to detail, ensuring excellence across product deliverables and execution Willingness to travel to engage with clients, support product initiatives, and strengthen market alignment." We need to separate requirements vs skills vs qualifications. We'll treat: Requirements (mandatory): - Bachelor’s degree or equivalent practical experience - Self-directed and highly motivated, with the ability to lead initiatives independently while thriving in a fast-paced, deadline-driven environment - Willingness to travel to engage with clients, support product initiatives, and strengthen market alignment. Skills: - Strong interpersonal and stakeholder management skills, with the ability to influence and collaborate effectively across clients, cross-functional teams, and external partners - Exceptional communication skills—verbal, written, and presentation—with the ability to clearly articulate product strategy, vision, and value to diverse audiences - Highly organized with meticulous attention to detail, ensuring excellence across product deliverables and execution Qualifications (Nice-to-Haves): - Experience in financial technology, with a deep understanding of advisor workflows and industry trends - Hands-on experience with wealth management platforms, particularly those aligned with Tamarac’s portfolio management, trading, and rebalancing capabilities - Strong product storytelling and presentation skills, with a passion for evangelizing product vision and driving adoption - Demonstrated alignment with Tamarac’s client-first philosophy and a commitment to innovation within the wealth management space Benefits: From "Our Investment in You": "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." Pay: maybe we separate compensation statement: "competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs". But we already included that in benefits? Actually benefits paragraph includes compensation and benefits. We could split: Pay section: "competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs". Benefits section: list of benefits. But the instruction: Prefer a few substantive sections over many thin ones. Could combine Pay and Benefits into one Benefits section? But they said include Pay section only if posting actually states them. It does state compensation. Could combine but better to follow headings: Benefits and Pay separate. However we risk thin sections. But we have