Principal Director, Program & Project Management

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 i