Role : Engagement Manager Wealth Management
Location: Atlanta- Hybrid (only locals)
Role Overview:
We are seeking a highly experienced Engagement Manager with deep expertise in Wealth Management , combined with strong capabilities in Agile delivery and transformation. The role requires an individual who can drive end-to-end program execution, manage client relationships, and own P&L accountability while leading high-performing delivery teams.
Key Responsibilities
Client & Stakeholder Management
Act as the primary point of contact for client stakeholders, ensuring strong and trusted relationships
Understand client business objectives and align delivery outcomes accordingly
Drive regular governance forums, status reporting, and executive-level communication
Identify opportunities for account growth and expansion
Program & Delivery Management
Lead end-to-end delivery of programs within the Wealth Management / Envestnet ecosystem
Manage multiple workstreams with cross-functional teams across onshore/offshore models
Ensure timely delivery, quality standards, and risk mitigation
Drive Agile delivery practices including sprint planning, backlog management, and retrospectives
Agile Transformation Leadership
Lead and support Agile transformation initiatives across teams
Coach teams and stakeholders on Agile principles, frameworks (Scrum, SAFe), and best practices
Improve delivery velocity, predictability, and continuous improvement culture
Establish scalable Agile governance models
P&L and Financial Management
Own the P&L for the engagement, including revenue, margins, and cost optimization
Manage resource planning and utilization effectively
Drive billing, forecasting, and financial reporting
Identify and execute cost efficiencies while maintaining delivery quality
Required Qualifications
10 15+ years of experience in IT services / consulting / program management
Proven experience in Wealth Management domain, preferably with Envestnet platform exposure
Strong experience managing large-scale Agile delivery programs
Demonstrated success in client relationship management and stakeholder engagement
Experience managing P&L and financials of mid-to-large engagements
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