Senior Product Business Analyst

Application window closes October 1, 2026.

This role is based on 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.

Responsibilities

• 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.
• Ensures requirements are complete, consistent, and well understood, enabling efficient development and testing without prescribing technical implementation.
• Clarifies scope, priorities, and dependencies to support 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, translating 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.

Requirements

• Bachelor’s degree in Engineering, Math, Finance, or equivalent experience.
• Deep understanding of data mining concepts, statistics, and 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.
• 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.

Benefits

• Comprehensive medical insurance.
• Paid time off (PTO).
• 401k company match.
• Paid parental leave.
• Education reimbursement.
• Disability coverage.
• Mental health and wellness support.

Pay

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.