Program Management Lead

DescriptionThe application window will close September 30th, 2026.Job Location  The primary work location for this role is remote 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 JoinYou will join Envestnet's Revenue Operations team, a group focused on enabling smarter, data-driven decisions across Sales, Marketing, Relationship Management, and other go-to-market functions. The team plays a critical role in ensuring business leaders have access to accurate reporting, trusted data, and actionable insights that drive growth and operational effectiveness.How You’ll Contribute  The Program Management Lead is a hands-on generalist who owns and runs a variety of go-to-market (GTM) projects from start to finish. This is an execution-focused role with real ownership: scoping the work, building the plan, driving it to completion, improving the processes behind it, and keeping the right people aligned along the way. This person is the operational engine across GTM, taking initiatives and making them happen with structure, judgment, and follow-through. Success means projects ship on time, processes get cleaner, stakeholders stay aligned, and leadership has a clear view of what's in flight and how it's progressing. The ideal candidate is organized and dependable but also brings structure to ambiguity, knows how to prioritize, and can run multiple programs independently without needing close oversight.Project & Program ExecutionOwn GTM projects end to end, from goal to a delivered outcome.Scoping & planning: Translate goals into clear project plans with owners, milestones, and timelinesExecution & delivery: Drive day-to-day progress, sequence workstreams, and keep projects on track to completionRisk & dependency management: Surface blockers early, manage cross-team dependencies, and resolve or escalate themOwnership: Run multiple projects independently and stay accountable for outcomesCross-Functional Coordination & AlignmentKeep the GTM functions connected, aligned, and moving in the same direction.Stakeholder coordination: Align GTM teams and internal partners around shared goalsAction item follow-through: Track who owns what and drive items to closureCommunication: Run working sessions and provide clear, regular status updates to teams and leadershipSurfacing decisions: Frame the options and bring the right people together to make the callMaterials & inputs: Compile inputs, build decks, and pull together the materials teams needStatus reporting: Maintain a clear view of all in-flight programs — status, owners, risks, and progressOutcome tracking: Track whether programs are delivering against their intended goalsProcess Improvement & DocumentationMake GTM processes better, then keep them running and written down.Process assessment: Map current workflows and handoffs and identify gaps and frictionImprovement & standardization: Streamline processes and establish repeatable, scalable playbooksRollout: Implement process changes across GTM teamsDocumentation: Write and maintain clear SOPs, playbooks, and guidesWhat You’ll Need to Bring 5 to 7 years in revenue/sales/business operations, or a comparable cross-functional execution roleProven track record running cross-functional projects end to end, on time and to a measurable outcomeHighly organized with strong attention to detail and reliable follow-throughComfortable running multiple programs independently and bringing structure to ambiguityExperience improving and documenting business processesClear, proactive communicator across all levels, including leadershipNice-to-Haves Familiarity with GTM systems and tooling Experience supporting tool rollouts, process changes, or operating cadences Change management experience driving adoption of new processes or toolsProject tracking tool experience (e.g., Asana, Monday, Smartsheet, Jira)Experience in [SaaS / financial services / your industry]Bachelor's degree in business or a related field [or equivalent experience]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 YouThis role offers a base salary range of $125,900 to $157,400. 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 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. We encourage individuals from all backgrounds to apply.  We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.      Recruitment FraudAt Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.