Financial Systems Lead

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Financial Systems Lead

Location:

ALL USA, United States

Date Posted:
May 27, 2026

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Description

Envestnet is seeking a Financial Systems Lead to join our Finance department.

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.

Envestnet's Strategy:

* 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

For more information, please visit

Job Summary:

This role functions as an essential financial systems analyst and leader combining deep functional and business understanding across a portfolio of standard corporate systems with extensive technical acumen. The successful candidate brings with them a wealth of cross technical/functional experience in analysis, problem resolution, implementation, support and project leadership roles involving financial systems. Reporting to the VP of Financial Systems, the position has responsibility for supporting the existing applications environment as well as being a key element in the application transformation initiatives currently underway at Envestnet.

Job Responsibilities:

* System Administration and support including but not limited to:

* Master data maintenance to support business changes

* User access

* Functional and technical system configuration

* Integration configuration

* Integration log monitoring & failure resolution

* Issue logging and resolution

* Execution of system admin responsibilities in adherence with SOX controls

* Functional and technical business analysis

* Problem identification

* Requirements gathering

* Development of functional and technical specifications

* Testing design

* QA

* Rollout strategy

* Change Management and Systems Implementation

* Liaison with the business users, other application teams and IT to understand initiatives, dependencies and necessary coordination

* Request Logs maintenance

* Provide leadership in initiatives and drive priority change request items to closure

* Review/evaluate monthly & quarterly Oracle Cloud Releases

* Review/evaluate quarterly Intacct Releases (until migrated to Oracle Cloud)

* Coordinate testing for new releases and changes

* Data conversion including ETL and data validation

* Reporting

* Learn & utilize the various application delivered reporting tools

* Define reporting requirements

* Modify/clone existing reports

* Design and/or develop new reports

* Controls

* Design, execution and testing of application IT/Systems controls

* Support for business controls

* General Responsibilities including but not limited to:

* Collaborates with team members and user community on resolution of more complex issues

* Works as a team player within a project initiative, and able to execute assigned tasks as required for the successful progression and completion of the project

* Works with outside vendors to support projects as needed

* Independent learning to enhance knowledge and understanding of applications and technology

* Provides status updates to management and customers

* Openly shares knowledge and effectively responds to requests for information on specific issues/problems within the organization

* Effectively utilizes support tracking and knowledge base systems

* Makes recommendations to improve business processes and methodologies

* Effectively understands and communicates Company policy and practices

* Responsible for performing duties in adherence to company SOX controls and related policies

Required Qualifications:

* 5-7 years functional and technical business analysis experience preferably in ERP or other financial systems

* 3-5 years financial systems implementation as systems analyst performing both functional and technical tasks

* 3-5 years data conversion experience including mapping data, ETL and validation

* 5-7 years of increasing responsibility in a customer-facing support and/or implementation capacity

* 5 years supporting and/or implementing SaaS software solutions

* 5 years' experience with various integration methodologies for both on-prem and SaaS…