Senior Product Manager - Servicing AI

About the role

The primary work location for this role is Berwyn with a hybrid work model.

Responsibilities

• Define and own Envestnet’s AI strategy for servicing, aligned to UMP platform objectives, advisor experience priorities, and enterprise AI principles
• Identify and prioritize high-impact AI use cases across servicing, including intelligent intake, case routing, summarization, next-best action, automation, and conversational assistance
• Balance near-term operational efficiency gains with long-term platform differentiation through scalable, reusable AI capabilities
• Own the full product lifecycle for AI-enabled servicing solutions, from discovery and experimentation through delivery, measurement, and continuous optimization
• Translate complex servicing challenges into clear product strategies, roadmaps, and prioritized backlogs grounded in advisor and operations needs
• Partner closely with advisors, operations, and home office stakeholders to design AI solutions that augment human workflows and improve resolution speed, quality, and trust
• Lead cross-functional execution with engineering, data science, design, platform services, and technical writing to deliver compliant, high-quality AI capabilities
• Ensure responsible AI usage by partnering with Legal, Risk, Compliance, and Data Governance on explainability, auditability, and regulatory alignment
• Drive go-to-market strategy and adoption in partnership with Product Marketing, Sales, Client Success, and Operations leadership
• Define and own success metrics for servicing AI, using quantitative data and qualitative feedback to guide ongoing iteration and continuous improvement

Requirements

• Bachelor’s degree or equivalent practical experience
• 5–8+ years of product management experience, including delivery of complex, enterprise-grade software platforms
• Proven ability to lead ambiguous, cross-functional initiatives with high ownership and accountability
• Strong experience translating user workflows and operational challenges into scalable product solutions
• Excellent communication skills—verbal, written, and presentation—with the ability to articulate strategy and value to executive, technical, and client audiences
• Highly organized and detail-oriented, with strong execution discipline
• Willingness to travel to engage with clients and internal stakeholders as needed

Qualifications

• Nice-to-haves include experience building or product-managing AI-enabled or data-driven products, particularly in workflow automation or decision support
• Familiarity with servicing, operations, or middle-office workflows in an advisor or asset management context
• A strong understanding of responsible AI principles, including explainability, controls, and human-in-the-loop design
• Able to balance innovation with compliance, scale, and operational realities
• Strong product storytelling skills and a passion for driving adoption of new capabilities

Skills

• Experience in financial technology, wealth management, or regulated enterprise platforms
• Strong understanding of responsible AI principles, including explainability, controls, and human-in-the-loop design
• Ability to balance innovation with compliance, scale, and operational realities
• Strong product storytelling skills and a passion for driving adoption of new capabilities

Benefits

Envestnet offers a comprehensive suite of benefits including medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage, and mental health & wellness support. We also provide a flexible work environment and support your professional and personal growth.

Pay

Compensation is competitive and performance-based, with additional incentives and rewards programs.

Schedule

This role offers a hybrid work model with a mix of remote and in-office work.

Equal Opportunity Employer

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.