Principal Director, Finance Shared Services

Description

*The application window will close June 30th, 2026*

Job Location

The primary work location for this role is Denver with a hybrid and/or remote work model in other areas of the country.

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 byover 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

Envestnet’s accounting team is a critical engine behind the firm’s financial strength and transparency, delivering accurate, GAAP‑compliant reporting and supporting complex, multi‑entity operations in a dynamic environment. The team leads end‑to‑end close and reporting processes, partners closely with FP&A, treasury, and senior leadership, and supports key initiatives including audits, transformation efforts, and strategic growth activities such as M&A. With a strong focus on automation, scalability, and continuous improvement, they build efficient, future‑ready financial processes that enable better business decisions. What sets this team apart is its combination of technical expertise, innovation, and enterprise impact—offering the opportunity to shape the financial backbone of a forward‑looking fintech leader.

How

You’ll Contribute

We are seeking an experienced and strategic Principal Director, Finance Shared Services to manage the firm’s accounting team with a direct reporting line to the Chief Accounting Officer/Global Controller. This role will oversee the monthly close process, support financial reporting and management reporting, audits, and ensu...