Description
Job Location
The primary work location for this role is Trivandrum, Kerala with a hybrid/ 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 Join
You will join Envestnet’s Technology team, where we design, build, and maintain scalable, secure, and robust WealthTech solutions that power the future of financial advice. The team collaborates closely with product, operations, and business stakeholders to drive innovation, enhance efficiency, and enable sustainable growth. Guided by modern engineering practices and a commitment to domain excellence, technical rigor, and collaboration, the Technology team ensures our platforms remain resilient, adaptable, and aligned with evolving business needs making it a core driver of Envestnet’s long term success.
How You’ll Contribute
As an Engineering Project Manager II on the Transformation & Delivery Enablement team, you will report to the Director, Engineering Agile Project/Program Management, and you will play a key role in supporting synchronized execution across agile teams, platforms, and domain groups. This role is responsible for coordinating planning, execution tracking, dependency follow-up, release readiness, implementation status reporting, and operating cadence across engineering, security, platform, data, product, and domain teams. You will partner closely with an Agile Specialist trained in Release Train Engineering to build practical RTE capabilities while providing transparency into milestones, risks, blockers, adoption progress, action items, and delivery outcomes. Your responsibilities include:
- Support alignment of execution activities with defined strategy, roadmap sequencing, enterprise priorities, and release commitments.
- Track roadmap execution, implementation progress, milestones, dependencies, blockers, risks, action items, decisions, and commitments through closure.
- Coordinate onboarding and implementation schedules for approved use cases in partnership with product, engineering, platform, and domain stakeholders.
- Prepare adoption progress updates and implementation status reports to support leadership visibility and decision-making.
- Support the operating cadence for the release train, including status meetings, planning discussions, readiness reviews, follow-up forums, and communication channels.
- Coordinate implementation/integration schedules with cross-team/cross-platform.
- Track cross-team technical and delivery dependencies, including follow-ups with domain team leads and accountable owners.
- Maintain day-to-day visibility of deliverables, milestones, blockers, risks, action items, decisions, and commitments.
- Maintain the RAID log, document mitigations, and support timely escalation of unresolved risks or issues through the Agile Specialist and leadership channels.
- Identify gaps, delays, sequencing concerns, and dependency conflicts, and drive structured follow-up to support closure.
- Support release planning, readiness reviews, deployment schedule tracking, implementation checkpoints, and post-release follow-up.
- Coordinates work across engineering, security, platform, release management, product, business, and domain teams.
- Prepare consolidated status reports, milestone trackers, delivery metrics, risk summaries, dependency updates, and timeline reporting.
- Track decisions, owners, action items, dependencies, and commitments through closure.
- Create leadership-ready summaries, dashboards, meeting notes, and follow-up communications using tools such as Power BI, Excel, Jira, Confluence, or equivalent platforms.
- Maintain clear stakeholder communication to reduce ambiguity and ensure shared understanding of execution status, risks, priorities, and next steps.
- Support continuous improvement in planning discipline, reporting quality, dependency tracking, release readiness, governance routines, and execution transparency.
- Apply business analysis and process improvement skills to identify recurring delivery impediments and improvement opportunities.
- Document operating processes, workflows, status templates, meeting cadences, and governance routines.
What You’ll Need to Bring
- Bachelor’s degree in engineering, Computer Science, Information Technology, Business, or a related field; advanced degree preferred.
- Minimum 4 years of experience in business analysis, project coordination, agile delivery support, stakeholder management, process improvement, reporting, or technology execution.
- Understanding of Agile and Scrum practices, including sprint planning, backlog refinement, daily stand-ups, sprint reviews, and retrospectives.
- Experience gathering updates, documenting decisions, tracking milestones, managing action items, and following up with cross-functional stakeholders.
- Experience preparing dashboards, KPI reports, status updates, meeting notes, process documentation, requirement documents, and executive summaries.
- Working knowledge of tools such as Power BI, Advanced Excel, SQL, Power Apps, Jira, Confluence.
- Ability to coordinate with engineering, security, platform, data, product, business, and domain teams to support execution transparency.
- Strong communication, facilitation, documentation, analytical thinking, problem-solving, and stakeholder management skills.
Nice-to-Haves
- Exposure to large-scale delivery, release coordination, roadmap tracking, implementation planning, or multi-team execution.
- SAFe, CSM, or equivalent certification.
- Experience working in technology execution environments involving platform, data, product, security, release management, or domain teams.
- Resourceful and proactive in resolving delivery coordination gaps, dependency conflicts, and implementation follow-ups.
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!
Our Investment in You
At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.
In addition, we provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being, including medical insurance for you and your family, annual health check-ups, free online doctor consultations and telemedicine services, subsidized health club memberships, and an employee assistance program. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.
Our Commitment to Inclusion & Belonging
Envestnet is an Equal Employment Opportunity employer and does not discriminate in employment on the basis of religion, race, color, caste, sex, gender, gender identity or expression, pregnancy, age, disability, medical condition, nationality, ethnic origin, marital status, or any other status protected under applicable Indian law. This commitment is in accordance with the Constitution of India and applicable labor and employment laws. All employment decisions are made solely based on merit, qualifications, performance, and business needs.
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 Fraud
At 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.
