Senior Business Analyst

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Envestnet is seeking a Senior Business Analyst to join our Platform Operations department. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment

The Senior Business Analyst works with enterprise‑level clients to understand business needs, communicate those needs to the technical team, and implement practical solutions. Serves as a liaison between the client, sales consultants, product management, and technical teams, by planning and directing the analysis of complex business problems and documenting high‑quality requirements.

• Build and maintain relationships with internal and external stakeholders to understand client business needs and prepare comprehensive specifications covering all requirements to deliver practical solutions.
• Participate in high level customer escalation to understand problems and devise solutions or workarounds.
• Work closely with enterprise‑level clients throughout all phases of the solution development life cycle.
• Grow and maintain expert level knowledge in performance calculations, reporting, data reconciliation, and any other products or internal tools directly related to the position’s responsibilities.
• Contribute to the defect management and creation process, including validation, prioritization and root cause analysis of service issues.
• Develop project plans, including establishing project scope, timelines, phases, resources, and prerequisites; partner with internal stakeholders, tracking project milestones and deliverables to ensure adherence to deadlines.
• Review complex business problems and provide analytical solutions to prioritize and resolve technical issues.
• Contribute to building a comprehensive knowledgebase of best practices.
• Monitor service levels and engage with customers and internal stakeholders and identify root causes of problems for address.
• Leverage product knowledge to create and deliver presentations that clearly define solutions and communicate key product capabilities and technical details.
• Effectively demonstrate a high level of business acumen in meetings and in writing to influence clients and stakeholders across the organization.
• Identify and implement process improvements to enhance efficiency and productivity.
• Foster teamwork, collaboration, adaptability, and continuous improvement.
• Support departmental quality initiatives and related projects.
• 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 and 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.

• 5+ years of demonstrated experience in financial service/financial planning industry and/or software development cycle.
• Bachelor's degree or equivalent experience in SaaS, technology…