About the Role
JD
We are seeking an experienced Sr. Business Systems Analyst with deep expertise in Envestnet MoneyGuide and Unified Management Platform. The candidate must have strong domain knowledge in IT, 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-Yodlee 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, rebalanci...
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