Project Manager - Finance Transformation

We need to output HTML fragment with sections: About the role? Actually the posting includes sections: About Envestnet, The Team You’ll Join, How You’ll Contribute, What You’ll Need to Bring, Nice-to-Haves, Why You’ll Enjoy Working at Envestnet, Sponsorship, Our Investment in You, Our Commitment to Inclusion & Belonging, Recruitment Fraud. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Also remove Sponsorship line? Sponsorship is "This position is not open to candidates requiring visa sponsorship" – that's a note, maybe not boilerplate but it's a requirement. Should we keep? It's not a heading; we can fold minor metadata into a short

or drop it. Probably keep as a short paragraph. We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we need to map content to these headings only when posting has real specific content. The posting doesn't have explicit sections named those; we need to infer. We have: About Envestnet (company description) – could be "About the role"? Actually "About the role" is not present; we have "About Envestnet". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should create headings based on content we have. Likely sections: About the role (maybe combine About Envestnet and The Team You’ll Join?), Responsibilities (How You’ll Contribute), Requirements (What You’ll Need to Bring), Qualifications (maybe Bachelor's degree etc), Skills (Strong command of MS Office, organizational skills, etc), Benefits (Our Investment in You benefits), Pay (Our Investment in You includes salary range), Schedule (maybe remote work model location). Also we have Nice-to-Haves (could be part of Qualifications or Skills). We need to avoid filler headings. We must preserve all substantive information; do not invent or summarize away detail. So we need to include all details. We need to output only HTML fragment, no /, no markdown fences. Let's extract content: - Application window will close October 31, 2026. (metadata) - Job Location: primary work location US with remote work model with being based in CT, NJ, NY, or MA preferred. - About Envestnet: description. - The Team You’ll Join: description of Finance team. - How You’ll Contribute: bullet list of responsibilities (long paragraph with many sentences). We need to turn into

• for any list of duties/requirements/benefits. The responsibilities are a paragraph but contain many distinct duties separated by periods. We could split into list items each duty. But we must preserve all substantive information; we can keep as

  if not a list? The rule: Use

  • for any list of duties/requirements/benefits, and

    for prose. So if we have a list of duties, we should use

    • . The responsibilities section is essentially a list of duties. We'll parse each sentence as a duty. - What You’ll Need to Bring: includes Bachelor's degree, strong command of MS Office, exceptional organizational skills, superior time management, solid written/verbal communication skills. Also Nice-to-Haves: 5+ years PM experience, 2 years managing tech-related projects preferred. - Why You’ll Enjoy Working at Envestnet: description of impact, flexibility, rewards. - Sponsorship: This position is not open to candidates requiring visa sponsorship. - Our Investment in You: base salary range $86,000 to $107,500. Additional incentive component. Comprehensive suite of benefits: medical insurance, PTO, 401k company match, paid parental leave, education reimbursement, disability coverage, mental health & wellness support. - Our Commitment to Inclusion & Belonging: EEO statement (boilerplate) – we need to remove EEO/equal-opportunity boilerplate. So we should drop that section. - Recruitment Fraud: also boilerplate/scam-warning – remove. Thus we keep: About Envestnet, The Team You’ll Join, How You’ll Contribute, What You’ll Need to Bring (including Nice-to-Haves), Why You’ll Enjoy Working at Envestnet, Sponsorship note, Our Investment in You (Pay and Benefits). Also Job Location and application window closing date maybe as metadata short p. We need headings: About the role? Could combine About Envestnet and The Team You’ll Join as "About the role"? But we have separate content. Perhaps we make sections: About the role (company + team), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we must not create headings with filler text. So we need to ensure each heading has substantive content. Let's map: - About the role: could include About Envestnet and The Team You’ll Join (description of role context). That's substantive. - Responsibilities: How You’ll Contribute (list of duties). - Requirements: maybe the mandatory requirements: Bachelor's degree, MS Office, organizational skills, time management, communication skills. Also location preference? Could be. - Qualifications: maybe Nice-to-Haves (5+ years PM, 2 years tech). Or we could treat Qualifications as education/degree, and Skills as abilities. But we need to avoid duplication. Better: Use headings as per typical job posting: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We'll assign: About the role: About Envestnet + The Team You’ll Join. Responsibilities: How You’ll Contribute (list). Requirements: Bachelor's degree in Finance, Accounting, Information Systems, Business Administration, or related field. Strong command of Microsoft Office Suite, particularly Excel, PowerPoint, and SharePoint. Exceptional organizational skills with ability to manage multiple concurrent projects and shifting priorities without loss of quality. Superior time management capabilities and consistent track record of meeting deadlines in fast-paced environments. Solid written and verbal communication skills with ability to present to senior executives clearly and confidently. Also location preference: US remote with CT, NJ, NY, MA preferred. Also application window closing Oct 31, 2026 maybe. Qualifications: Nice-to-Haves: 5+ years of project management experience, with 2 years managing technology-related projects preferred. Skills: Could be overlapping with Requirements; maybe we treat Skills as the same as Requirements? But we need distinct content. Could combine Requirements and Skills? But we need to avoid filler. Perhaps we skip Skills heading if not distinct. However instruction: Prefer a few substantive sections over many thin ones. So we could have About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. That's fewer sections. But we need to include Qualifications maybe as part of Requirements. Let's think. We have content for: About the role (company+team), Responsibilities, Requirements (education/skills/experience), Benefits, Pay, Schedule (remote work model location). Also we have Why You’ll Enjoy Working at Envestnet (culture) – could be part of About the role or separate section like "About the role" already includes company/team; we could add a subsection "Why you’ll enjoy working at Envestnet" but not a required heading. Could incorporate into About the role as a paragraph. Sponsorship note: could be a short p under Requirements or separate note. Thus final sections:

      About the role

      About Envestnet ... The Team You’ll Join ... Why you’ll enjoy working at Envestnet ...

      Responsibilities

      • ...
      ...

      Requirements

      • Bachelor's degree in Finance, Accounting, Information Systems, Business Administration, or a related field.
      • Strong command of the Microsoft Office Suite, particularly Excel, PowerPoint, and SharePoint.
      • Exceptional organizational skills with the ability to manage multiple concurrent projects and shifting priorities without loss of quality.
      • Superior time management capabilities and a consistent track record of meeting deadlines in fast-paced environments.
      • Solid written and verbal communication skills with the ability to present to senior executives clearly and confidently.
      • 5+ years of project management experience, with 2 years managing technology-related projects preferred.
      • Position is not open to candidates requiring visa sponsorship.
      • Primary work location is the United States with a remote work model; being based in CT, NJ, NY, or MA is preferred.
      • The application window will close October 31, 2026.

      Benefits

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

      Pay

      Base salary range of $86,000 to $107,500. Eligible for an additional incentive component as part of the total rewards package.

      Schedule

      Remote work model with flexibility in how and where work gets done.

      We must ensure we didn't include boilerplate: we removed EEO, Recruitment Fraud, etc. Check that we didn't repeat content unnecessarily. We included "Why you’ll enjoy working at Envestnet" inside About the role paragraph. Let's craft that paragraph. About Envestnet paragraph: "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 paragraph: "The Finance team at Envestnet plays a key role in driving efficiency, innovation, and execution across the organization by leading high-impact, technology-focused initiatives. Partnering closely with Finance, IT, and cross-functional stakeholders, the team delivers complex system implementations, process enhancements, and digital transformation efforts that strengthen financial operations and decision-making. By bridging business needs with technical solutions, improving workflows, and ensuring strong governance and compliance, the team helps modernize how Finance operates—creating a dynamic environment for those who enjoy collaborating across functions and driving meaningful, enterprise-wide impact." Why you’ll enjoy working at Envestnet paragraph: "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!" We can combine these three paragraphs into one

      or multiple

      under About the role. The rule: use

      for prose. So we can have multiple

      elements. Now Responsibilities: we need to break the long paragraph into list items. Let's extract each duty sentence: "Plans, monitors and manages internal projects from initiation through completion." "Leads or coordinates project planning, resourcing, and subcontract management, progress reporting, troubleshooting and people management." "Ensures project