Description

The application window will close November 30, 2026.

Job Location  

The primary work location for this role is a 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 

The MoneyGuide Product Business Analysis team transforms complex business needs into innovative wealth planning solutions that help advisors and clients make better financial decisions. Partnering closely with enterprise clients, product, and engineering teams, they drive high-impact initiatives, shape product enhancements, and bring strategic ideas to life. With deep product expertise and a passion for solving complex challenges, the team plays a key role in advancing the MoneyGuide platform and delivering meaningful value across Envestnet’s wealth ecosystem.

How You’ll Contribute  

Serves as a key link between business stakeholders, product management and technology teams, focusing on the clear definition of business and product requirements. Gathers, analyzes and documents needs across regulatory, operational and client domains, translating them into user stories, requirements specifications and acceptance criteria. They ensure requirements are complete, consistent and well understood, enabling efficient development and testing without prescribing technical implementation. By clarifying scope, priorities and dependencies, supports smooth product delivery and cross-functional alignment.

Provides Product Business Analysis support for key system areas across diverse domains and operational areas.
Leads end-to-end requirements definition for complex product features and enhancements, translate business strategy into clear product specifications and detailed user stories.
Facilitates product discovery and ideation sessions with stakeholders (including product managers, engineering, UX / UI, sales and customers) to define roadmap priorities and validate hypotheses.
Serves as a subject-matter expert on key product areas, answering complex questions and shaping product decisions.
Manages and prioritizes product backlogs in collaboration with product owners, making trade-off recommendations considering business value, risk, technical cost and customer impact.
Designs and delivers dashboards and reports tailored to different audiences (leadership, product teams, stakeholders) that track KPIs, OKRs and strategic metrics.
Leads requirements reviews, ensuring cross-team alignment, clarifying scope and resolving ambiguity during planning, refinement and execution phases.
Coordinates user acceptance testing for major releases, including developing test plans, managing test execution, analyzing results and ensuring quality before deployment.
Leads relationships with enterprise-level clients to understand business objectives, align priorities, and deliver practical solutions while serving as a trusted advisor across varying levels of the organization.
Performs end-to-end analysis across systems, integrations, business processes, data flows, reporting, and user workflows, partnering with Product Management and Engineering teams to evaluate solution alternatives and recommend approaches that balance business value, customer needs, technical feasibility, and risk.
Analyzes client feedback, operational data, competitive offerings, and market trends to identify opportunities for product improvements and influence enhancement priorities, implementation strategies, and roadmap planning.
Serves as a subject matter expert for assigned product domains, leveraging deep knowledge of MoneyGuide products, business processes, and technology platforms to support complex business and product decisions.

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.
Bachelor’s degree in Engineering, Math, Finance, or equivalent experience.
Deep understanding of data mining concepts/statistics/data visualization.
Strong analytical and quantitative problem-solving ability.
Strong communication and interpersonal skills, with the ability to translate complex data into clear, concise, and actionable insights for audiences at all levels of the organization.
A high degree of organization, accuracy and attention to detail.
Ability to execute in a dynamic and demanding environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills.
Demonstrated initiative, works well under pressure, highly detail oriented, self-motivated with the ability to follow through and implement process improvement.
Proficiency in SQL.

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 $86,000 to $107,500. 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.

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