Project Manager - Finance Transformation

Description

*The application window will close August 31, 2026.*

Job Location

The primary work location for this role is the United States 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 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

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.

How

You’ll Contribute

The Finance Organization is seeking a highly organized and results-driven Project Manager to lead and support technology-focused and other projects and initiatives within the Finance function. This individual will serve as the critical bridge between Finance, IT and other functions within the organization. PM will manage complex cross-functional projects while ensuring deliverables are met on time, within scope, and aligned with organizational priorities. The P...