Description
The application window will close December 31st, 2026.
Job Location This is a remote position.
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 The Marketing Communications team brings Envestnet’s brand and expertise to life through strategic storytelling, earned media, thought leadership, and integrated communications. Partnering across Marketing, Product, Social, Events, Legal, Compliance, and executive leadership, the team builds awareness and supports key solutions including the Wealth Management Platform, Tamarac, MoneyGuide, and portfolio management offerings. From shaping high-impact company announcements and media opportunities to elevating executive voices and developing thought leadership around WealthTech, AI, and private markets, the team plays a key role in strengthening Envestnet’s reputation, amplifying its market presence, and connecting its story with clients, media, and the broader wealth management industry.
How You’ll Contribute - Plans and carries out Marketing initiatives and supports strategic and tactical marketing efforts throughout the organization.
- Creates and implements solution and brand awareness campaigns and deliverables for owned and paid media in support of Marketing programs and initiatives.
- Monitors, reviews and reports on marketing activity, sales impact and budget execution.
- Consults and advises on communications methods and strategies across the corporation.
- Develops and executes strategic communications campaigns to earn strong national and/or global coverage of key company announcements, initiatives and differentiators.
- Grows and nurtures long-term media relationships, constantly building new contacts.
- Handles media and other critical external inquiries end-to-end by shaping messages and preparing spokespersons to ensure positive outcomes.
- Creates and implements communications campaigns to support geographically expansive marketing initiatives.
- Writes strategy documents, news releases, pitch letters, key messages, backgrounders, Q&As and online press room material.
- Creates and manages integrated communications campaigns, digital content and promotions to drive revenue growth and position the brand.
- Adjusts communications and materials to respond to changing market, client, business and product needs and expectations.
- Define and lead Envestnet’s earned media strategy, aligning PR programs to corporate strategy and brand positioning across the Wealth Management Platform, Tamarac, MoneyGuide and portfolio management solutions. Own the earned media and announcement calendar and write and edit press releases, pitches and statements.
- Build relationships with priority journalists across business, broadcast, wealth management trade and fintech media. Lead the full outreach cycle, from story ideas and pitches through interview coordination and amplification, and monitor the landscape for rapid-response opportunities.
- Drive visibility for the CEO and senior leaders through interviews, podcasts, bylines, speaking engagements and awards. Prepare spokespeople with briefing books, key messages and Q&A, and lead media training.
- Develop data-driven thought leadership that positions Envestnet as an authority on wealth management, WealthTech, AI and private markets. Lead issues management and crisis response, including inbound media inquiries, in partnership with Communications, Legal, Compliance and executives.
- Direct the PR agency of record and oversee the PR budget. Report on an earned media measurement framework (share of voice, message pull-through, tier-one coverage, sentiment) with regular analysis for senior leadership, and partner with Marketing, Social, Internal Communications, Product and Events to amplify coverage.
- Mentor team members and agency partners to foster high standards and collaboration. Adhere to Envestnet legal, compliance, risk, business continuity and administrative policies, including required training and affirmations, and support corporate business practices and internal controls.
What You’ll Need to Bring - 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.
- Experience at a wealth management, WealthTech or fintech company, or agency experience supporting financial services clients.
- Working knowledge of SEC and FINRA communications requirements and experience partnering with Compliance on media materials.
- Experience leading communications for mergers and acquisitions, private equity–backed companies or other major corporate transactions.
- Fluency in modern media formats, including podcasts, video, newsletters and LinkedIn, and in amplifying executive voices on social channels.
- Proficiency with media monitoring and analytics tools such as Cision, Meltwater or Muck Rack.
Nice-to-Haves - 12+ years of experience in public relations, media relations or corporate communications with progressive leadership responsibility, gained in-house, at a PR agency or as a journalist.
- Financial services, wealth management, asset management or financial technology industry experience strongly preferred.
- Bachelor’s Degree in Communications, Journalism, Public Relations, Marketing or a related field.
- Established relationships with national business, financial and wealth management trade media, and a proven record of securing high-impact coverage in top-tier outlets.
- Exceptional writing and editing skills, with the ability to distill complex topics such as technology, investment solutions, data and AI into clear, compelling content.
- Demonstrated experience preparing C-suite executives for media interviews, including live broadcast. Proven issues management and crisis communications experience, ideally in a regulated environment, with sound judgment, discretion and composure under pressure.
- Experience managing PR agencies and budgets and building measurement programs that connect earned media to business outcomes.
- Strong relationship management skills as a trusted, collaborative partner to senior leadership, Legal, Compliance and cross-functional teams.
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!
Sponsorship
This position is not open to candidates requiring visa sponsorship
Our Investment in You
This role offers a base salary range of $138,500 to $173,100. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.
We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
Our Commitment to Inclusion & Belonging Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.
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.