Envestnet · 20 hours ago
Senior Business Analyst
Berwyn, PA
Full-time
Hybrid
Senior Level
5+ years expEnvestnet is a leading financial technology and solutions company transforming the delivery of financial advice. The Senior Business Analyst will work with enterprise-level clients to understand business needs, communicate those to the technical team, and implement practical solutions while serving as a liaison between various stakeholders.
Financial ServicesFinTechWealth Management
Responsibilities
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
Qualification
Required
5+ years of demonstrated experience in financial service/financial planning industry and/or software development cycle
Excellent critical thinking, analytical, and problem-solving skills; ability to apply this knowledge in the identification and development of complex business solutions
Excellent verbal and written communication skills, including facilitation/presentation skills; ability to communicate effectively with stakeholders at all levels
Strong interpersonal skills with proven ability to build and maintain strong working relationships, both internally and externally
Superior organization, planning, time/workload management, risk identification and mitigation capabilities to plan and execute activities with defined goals
Proven ability to balance/manage multiple concurrent, competing activities and timelines with appropriate prioritization and focus
Proven ability to identify opportunities for process improvement and collaborating with leadership to implement solutions
Proficiency in Microsoft Office programs
Preferred
Bachelor's degree or equivalent experience in SaaS, technology consulting or related field preferred
Benefits
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K – Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program
Company
Envestnet
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
1001-5000 employees
H1B Sponsorship
Envestnet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (38)
2023 (29)
2022 (40)
2021 (49)
2020 (27)
Funding
Current Stage
Public CompanyTotal Funding
$1.42BKey Investors
Impactive CapitalBlackRockKeystone Capital
2024-07-11Acquired
2022-11-15Post Ipo Debt· $575M
2022-03-31Post Ipo Equity· $289.4M
Leadership Team
Chris Todd
Chief Executive Officer
Brandon Thomas
Co-Founder & Chief Information Officer
Recent News
2026-01-08
2026-01-07
Company data provided by crunchbase