Lead Product Marketing Manager

Lead Product Marketing Manager

Location: ALL USA, United States

Date Posted: Oct 15, 2026

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Description

• The application window will close December 31st 2026.

• Job Location

• The primary work location for this role is US with a remote 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

• The Product Marketing team plays a pivotal role in bringing Envestnet’s innovative wealth management solutions to market, connecting product strategy with advisor and enterprise client needs. Working across platforms such as Tamarac and Unified Managed Platform (UMP), the team develops compelling positioning, go-to-market strategies, product launches, and client-facing campaigns that help advisors better manage portfolios, trading, personalization, and business growth. By blending market intelligence, competitive insights, and close collaboration with Product, Sales, and Client Service teams, they ensure Envestnet’s solutions stand out in a competitive landscape while driving adoption, engagement, and measurable business results. What sets this team apart is its unique ability to transform complex technology into clear, impactful stories that resonate with RIAs and wealth management firms, helping shape the future of advisor technology.

• How You’ll Contribute

• Develops marketing plans and activities for products, product lines and integrated solution packages to establish, enhance and distinguish the company's position within the competitive arena.

• Oversees market research and monitors competitive activity.

• Partners with internal stakeholders to generate product / solution-specific positioning and materials that speak to industry / client segments.

• Develops and executes go-to-market plans, including the development of messaging, collateral, website, trade event, lead generation and client communications for new products, technologies and features.

• Executes marketing plans and monitors / reports on success.

• Supports Product Marketing efforts across all product portfolios.

• Partners with Product, Marketing and Sales leaders and other key stakeholders to understand product capabilities, translating this into consistent and compelling messages across multiple channels.

• Analyzes competitor positioning and presents competitive intelligence reports, recommending courses of action.

• Applies broad knowledge of company product capabilities and the competitive environment to identify new ways of positioning company products in the marketplace.

• Owns external-facing product launch processes for new products / capabilities targeted toward existing and potential clients.

• Works closely with Product Management to translate individual product roadmaps into strong go-to-market programs.

• Develops and executes marketing campaigns that drive product demand, including email campaigns, webinars, and social media campaigns.

• Enables Sales and Client Service Management teams through training, playbooks and field-facing materials.

• Strategy & positioning: Own positioning, messaging, and value props for Tamarac and UMP — translating portfolio management, trading, and personalization capabilities into value that resonates with advisors and enterprise RIA leaders.

• Market intelligence: Build and continuously refine understanding of RIA buyer personas, competitive landscape, and client journey across both platforms, grounding product marketing strategy in data rather than assumptions.

• Roadmap partnership: Partner with Product Management to shape roadmap, packaging, and priorities using client feedback, competitive intelligence, and market trends — and define/track outcomes (adoption, pipeline, retention) so success is measurable, not anecdotal.

• GTM execution: Manage go-to-market and launch processes for Tamarac and UMP releases/enhancements, including launch plans and success-metric tracking; shape promotional tactics (digital marketing, campaigns, content) to drive RIA awareness and adoption.

• Cross-functional alignment: Collaborate with Product, Sales, Marketing, and Client Service Management so every release, feature, and campaign is clearly communicated internally and to RIA clients — and connect positioning to lifecycle campaigns that generate real, convertible demand.

• Team influence: Serve as a role model and informal mentor for the team's craft — reviewing and elevating peers' positioning, messaging, and launch work, modeling the outcomes-oriented, data-driven approach the broader team is moving toward, while carrying meaningful individual ownership of your own strategic initiatives.

• What You’ll Need to Bring

• 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.

• Experience managing or mentoring at least one direct report, or clear readiness to step into people leadership for the first time.

• Demonstrated ability to translate complex, technical product capabilities — portfolio management, trading, tax optimization, UMA structures — into clear value propositions for advisor and enterprise audiences.

• A track record of owning go-to-market and launch processes end-to-end, from positioning through launch to measured outcomes.

• Strong written and verbal communication skills; a gifted storyteller who can move fluidly between strategy development and hands-on execution.

• Comfort working with data to define, track, and report on marketing outcomes — adoption, pipeline, retention — rather than just activity.

• Bachelor’s degree or equivalent experience.

• Nice-to-Haves

• 6+ years of product marketing experience, with meaningful exposure to B2B SaaS, wealth management, or fintech; direct RIA or advisor-technology experience strongly preferred.

• Direct experience with Tamarac, UMP, or comparable RIA-focused portfolio management, trading, or UMA platforms (e.g., Orion, Black Diamond, Addepar).

• Direct experience marketing wealth management products that are AI-forward.

• Experience with lifecycle or demand generation marketing strategy.

• Familiarity with AI tools for research, content creation, or workflow automation.

• Experience operating through a team or organizational transformation.

• Why You’ll Enjoy Working at Envestnet

• 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!

• Sponsorship

• This position is not open to candidates requiring visa sponsorship

• Our Investment in You

• This role offers a base salary range of $114,500 to $143,100. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.

• 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. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

• Our Commitment to Inclusion & Belonging

• Envestnet is an Equal Oppo