Sr Business Analyst - Envestnet- Cleveland, OH

JD

We are seeking an experienced Business Analyst with deep expertise in Envestnet MoneyGuide and Unified Management Platform. The candidate must have strong domain knowledge in financial planning, managed accounts, and advisor-client digital portals. The role involves requirement gathering, platform enhancement, workflow optimization, vendor coordination, and supporting platform adoption across advisory and client channels.

Key Responsibilities

• Act as SME for Envestnet MoneyGuide & Unified Managed Account Platform (UMA).

• Gather business requirements, document processes, and create functional specifications.

• Collaborate with product, tech, vendor, and advisory stakeholders for platform enhancement initiatives.

• Lead MoneyGuide & UMA feature upgrades, configuration, and integration workflows.

• Support advisor & client portal interactions, digital journeys, onboarding, reporting, rebalancing.

• Perform UAT planning, execution, ticket management & validation testing.

• Generate process documents, training content, and help guides for advisors and users.

• Troubleshoot platform issues with Envestnet and other vendor teams.

Required Skills & Qualifications

• 5–10+ years experience in Wealth Management/Financial Advisory environment.

• Hands-on use of Envestnet MoneyGuide platform and Unified Managed Account Platform.

• Strong understanding of financial planning, goal projections, risk assessment, and UMA programs.

• Ability to write BRDs, FRDs, user stories, workflows, and data mapping documents.

• Experience in agile delivery, UAT testing, and advisor-client technology platforms.

Preferred Skills

• Knowledge of portfolio accounting tools like Orion, Black Diamond or Tamarac.

• Certifications such as CFP, CFA, or equivalent preferred.

• Experience working with financial advisor digital strategy and platform architecture.

Minimum Compensation: USD 43,000
Maximum Compensation: USD 152,000
Compensation is based on actual experience and qualifications of the candidate. The above is a reasonable and a good faith estimate for the role.
Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full time employees.
This position is available for independent contractors
No applications will be considered if received more than 120 days after the date of this post