[Remote] Program Management Lead

Note: The job is a remote job and is open to candidates in USA. Envestnet is an adaptive WealthTech company redefining wealth management through technology, actionable insights, and industry-leading support. The Program Management Lead will manage multiple cross-functional projects and strategic go-to-market initiatives, coordinating stakeholders, resources, risks, reporting, and delivery. The role also drives process improvements, operational excellence, documentation, and project management standards across Revenue Operations.

Responsibilities

• Plans, monitors and manages internal projects from initiation through completion. Leads or coordinates project planning, resourcing, and subcontract management, progress reporting, troubleshooting and people management. Ensures project results meet requirements regarding technical quality, reliability, schedule and cost. Monitors performance and recommend schedule changes, cost adjustments or resource additions
• Independently manages multiple, aligned projects within a program area
• Manages cross-functional project teams comprised of functional, operational and other business team members, driving decision-making and ensuring on time delivery of defined deliverables
• Plays a consultative role to help put in place the appropriate people, processes and tools to ensure effective project management and success
• Manages projects with complex business, operational and technical challenges
• Determines and coordinates sharing of leveraged resources among projects
• Defines, implements and consults on project management standards and processes for relevant teams or projects
• Drives execution of process improvement initiatives
• Leads project meetings with internal and external stakeholders by preparing agendas, leading conversations, providing project updates and assigning follow up tasks to project participants
• Provides guidance and mentorship to project managers
• Organizes and conducts training(s) for new team members
• Lead strategic go-to-market initiatives from planning through execution, translating business objectives into actionable project plans with defined milestones, owners, and timelines
• Identify and proactively manage program risks, dependencies, and potential roadblocks, escalating issues as appropriate to ensure successful delivery of business outcomes
• Facilitate cross-functional working sessions, aligning stakeholders across Sales, Marketing, Relationship Management, Product, and Operations teams to drive execution and organizational priorities
• Develop and maintain executive-level reporting on key initiatives, providing visibility into program status, progress against goals, risks, and performance metrics
• Partner with business leaders to assess operational processes, identify improvement opportunities, and implement scalable solutions that enhance efficiency and effectiveness
• Create and maintain documentation, playbooks, and standard operating procedures that support consistency, knowledge sharing, and operational excellence across teams

Skills

• •    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
• •    Proven track record running cross-functional projects end to end, on time and to a measurable outcome
• •    Highly organized with strong attention to detail and reliable follow-through
• •    Comfortable running multiple programs independently and bringing structure to ambiguity
• •    Experience improving and documenting business processes
• •    Clear, proactive communicator across all levels, including leadership
• *This position is not open to candidates requiring visa sponsorship*
• * Familiarity with GTM systems and tooling
• * Experience supporting tool rollouts, process changes, or operating cadences
• * Change management experience driving adoption of new processes or tools
• * Project tracking tool experience (e.g., Asana, Monday, Smartsheet, Jira)
• * Experience in SaaS / financial services
• * Bachelor's degree in business or a related field

Benefits

• Remote work model
• Additional incentive component as part of the total rewards package
• Medical insurance
• Paid time off (PTO)
• 401k company match
• Paid parental leave
• Education reimbursement
• Disability coverage
• Mental health & wellness support

Company Overview