Hiring: Senior Product Manager - Servicing AI Company: Envestnet Location: Berwyn, PA Job Posted Time: 2026-09-16 15:44:11 Employment Type: Hybrid Target Skills & Keywords : Product Management, Product Strategy, Wealth Management About the job Required Skills: •The primary work location for this role is Berwyn with a hybrid work model. •For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com. •Evaluates market trends, competitive offerings, customer feedback, and product performance metrics to support decision-making and continuous product improvement. •Provides Product Management support for broader and more complex products and features within an assigned product area or client base. •Partners with UX / UI, marketing and other research teams, client and business stakeholders observe and solicit feedback from consumers and clients. •Manages more complex aspects of existing products / product lines within stable markets. •Key features and functionality requirements Qualifications: •Evaluates client / market / financial data, identifies emerging patterns, trends and problems and recommends strategies and approaches for resolution. •Collaborates cross-functionally to evaluate opportunities with a promise of positive product / product line impact. •Recommends and helps implement Product Management process improvement initiatives. •Helps shape AI-enabled servicing product strategy aligned to UMP platform objectives, advisor experience priorities, and enterprise AI principles. •Identifies and prioritizes high-impact servicing AI use cases, including intelligent intake, case routing, summarization, next-best action, automation, and conversational assistance. •Owns the product lifecycle for AI-enabled servicing capabilities from discovery and experimentation through delivery, measurement, and continuous optimization. •Partners with advisors, operations, and home office stakeholders to design AI solutions that augment human workflows and improve resolution speed, quality, and trust. •Partners with Legal, Risk, Compliance, Data Governance, and go-to-market stakeholders to support responsible AI usage, adoption, and success metrics. •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 Compensation: •Flexible work environment (work from home / hybrid options) •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. •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. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!