Principal Director

Description

Envestnet is seeking a passionate and talented Principal Director, Program & Project Management to join our team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. 

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.  

Job Summary: 

As the Principal Director, Program & Project Management, you will be responsible for overseeing the strategic planning, execution, and delivery of Envestnet’s portfolio of projects and programs aligned with the organizational goals. This role requires a dynamic individual with a strategic mindset, exceptional leadership skills, and a proven track record in both program and project management. The Principal Director, Program and Project Management plays a critical role in driving organizational success by overseeing the planning and execution of strategic initiatives and client engagements.

Job Responsibilities:

• Strategic Planning:
  
  • Oversee Envestnet’s portfolio of projects and programs.
    
  • Develop and implement strategic plans that align with organizational objectives and priorities.
    
  • Identify opportunities for growth, innovation, and optimization through strategic initiatives and client project engagements.
    
  • Translate strategic goals into actionable project and program objectives.
    
• Program and Project Management:
  
  • Lead a team of Program and Project Managers for the planning, execution, and delivery of multiple programs and projects across the organization.
    
  • Oversee comprehensive project and program plans, including scope, timelines, budgets, and resource requirements.
    
  • Monitor project and program progress, ensuring adherence to schedule, budget, and quality standards.
    
  • Identify and mitigate risks, issues, and dependencies across projects and programs.
    
• Professional Services Management:
  
  • Lead professional services team charged with defining client engagement scope, goals, and deliverables in collaboration with stakeholders.
    
  • Ensure contractual obligations are met and project-based fees are realized.
    
• Stakeholder Management:
  
  • Establish and maintain strong relationships with key stakeholders, including executives, department heads, and project teams.
    
  • Communicate project and program status, milestones, and risks to stakeholders in a clear and timely manner.
    
  • Collaborate with stakeholders to gather requirements, prioritize initiatives, and resolve conflicts.
    
• Team Leadership:
  
  • Provide leadership and direction to teams, ensuring clarity of goals, roles, and responsibilities.
    
  • Foster a collaborative and high-performance work environment, promoting teamwork, innovation, and continuous improvement.
    
  • Mentor and coach managers and team members to enhance their skills and capabilities.
    
• Resource Management:
  
  • Allocate resources effectively to support project and program priorities and optimize utilization of talent and budget.
    
  • Identify resource gaps and proactively address staffing needs through recruitment, training, or outsourcing.
    
• Quality Assurance:
  
  • Establish and enforce quality standards and best practices for project management, program management, professional services and delivery.
    
  • Conduct regular reviews and audits to assess project and program quality and compliance with standards and requirements.
    
• Continuous Improvement:
  
  • Drive process improvement initiatives to enhance the efficiency, effectiveness, and scalability of project and program management practices.
    
  • Foster a culture of learning and innovation, encouraging experimentation and knowledge sharing.

Required Qualifications: 

• Bachelor’s degree in business administration, project management, or a related field.
  
  • Master’s degree preferred
    
  • PMP or other relevant certifications a plus
    
• 10 + years of proven experience in strategic program and project management, with a track record of successfully leading complex initiatives from conception to completion.
  
  • Experience working in financial services and/or fintech industries preferred
    
  • Experience running projects through the software development lifecycle (SDLC) preferred
    
  • Experience developing go-to-market (GTM) and launch strategies for new products/services preferred
    
  • Experience transforming the client engagement experience preferred
    
• Strong understanding of project management methodologies, tools, and techniques (e.g., Agile, Jira)
  
• Excellent leadership and interpersonal skills, with the ability to influence and inspire cross-functional, global teams.
  
• Exceptional strategic thinking and problem-solving abilities, with a focus on driving results and achieving organizational objectives.
  
• Effective communication skills, both verbal and written, with the ability to convey complex ideas and information to diverse audiences.

About Us: 

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet’s technology is focused on addressing financial advisors’ front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet: 

• Be a member of a leading financial services and products innovation company 
  
• Competitive Compensation/Total Reward Packages that include:
  
  • Health Benefits (Health/Dental/Vision)
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
  • 401K – Company Match
    
  • Annual Bonus Incentives
    
  • Parental Stipend 
    
  • Tuition Reimbursement
    
  • Student Debt Program
    
  • Charitable Match 
    
  • Wellness Program
    
• Work on global projects with diverse, energetic, team members who respect each other and celebrate differences

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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