Envestnet Yodlee Incubator

Product Management Intern

Description

Description

Envestnet is seeking a Product Management Intern to join our Next Generation Proposal product management team for the summer. This position is expected to report to our Berwyn, PA 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 over 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 Responsibilities:

  • Collaborate with product teams to understand the Next Generation Proposal (NGP) product and come up with ideas for product solutions.
  • Ensure the quality of materials produced by the product management teams are kept to a high standard to articulate platform features, enhancements, and roadmaps to internal and external stakeholders such as Marketing, Training, Sales, Operations, Legal and Compliance.
  • Support of day to day responsibilities across the Product Managers overseeing the NGP product.
  • Assist in product testing to ensure the highest quality product standards.
  • Assist in user testing and feedback collection to inform product improvements.
  • Conduct market research and competitive analysis, as needed, to identify trends and opportunities in the fintech industry.
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.  
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Required Qualifications:

  • Graduation date of December 2025 or May/June 2026
  • Pursuing a finance or fintech related degree
  • Strong knowledge of technology software such as Confluence and Jira, and  design software such as Figma
  • Previous internships in the fintech industry or related financial industry coursework
  • Technology savvy individual who can pick up various workflows and use cases to help test and improve our product
  • Understanding of basic investment and financial advisory concepts; Nice to have interest or progress towards financial designations, such as CFP, CFA, etc.
  • Eagerness to learn and contribute in a fast-paced, dynamic environment.
  • Excellent people skills to interact with colleagues and cross-functional teams

Envestnet’s Summer Internship Program: 

Envestnet’s Summer Internship Program provides a paid, 10-week, full-time experience for qualified students to learn more about Envestnet and what we do. Interns will receive hands on exposure to the inner workings of their teams and functions.

The 2025 Summer Internship program will begin on June 9th, 2025, and will conclude on August 15th, 2025. All interns must be a commutable distance to an office location and will be expected to work in office.

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
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Envestnet is an Equal Opportunity Employer.

Sponsorship is not available for this position.

#LI-DNI

Envestnet Yodlee Incubator
Envestnet Yodlee Incubator
B2B B2C Big Data FinTech

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