Envestnet Implementation Consultant

Granite Solutions Groupe provides financial services decision makers with people and solutions that deliver. Our clients count on us to deliver the right talent at the right time to achieve critical business results. We leverage our industry knowledge and passion for client priorities to deliver human capital solutions.

GSG was founded in 1998 as a consulting firm delivering project management and technology solutions for the financial services industry. GSG now has a global presence, with team members deployed across the U.S. at Fortune 1000 companies and high-performing Fintech firms.

High-caliber consultants are the face of GSG at our client organizations and offices. We value the deep relationships we have with our consultants that enable us to place them in roles where their skills will have an immediate impact. The GSG consulting team is comprised of diverse, experienced, driven, and dynamic contributors who excel at getting things done.

Seeking a highly experienced Envestnet Implementation Consultant to support a major wealth management platform transformation involving the replacement of Envestnet and Folio platforms as part of a broader migration to Charles River Development (CRD) Wealth / Charles River Everywhere (CRE SaaS).

The ideal candidate will bring deep, hands-on knowledge of Envestnet and wealth management workflows, with practical experience understanding how platform functionality, interfaces, data, and operational processes work in real-world advisor and investment operations environments. This individual will help the transformation team understand and translate current-state Envestnet and Folio capabilities into the new CRD Wealth environment.

This is not a like-for-like migration. The consultant will help identify opportunities to improve, simplify, and modernize existing workflows and processes as they are transitioned into the CRE SaaS platform.

• Provide deep subject matter expertise on Envestnet platform functionality, workflows, integrations, and operational processes.
• Analyze current-state Envestnet and Folio workflows and help translate business requirements into future-state CRD Wealth / CRE SaaS solutions.
• Map legacy platform functionality, processes, and interfaces to the capabilities and operating model of the new CRD environment.
• Identify gaps, dependencies, and opportunities to improve or modernize existing workflows rather than simply replicating legacy processes.
• Work closely with wealth management, investment operations, technology, and implementation teams to understand current and future-state requirements.
• Support requirements gathering, process mapping, workflow analysis, and functional solution design.
• Provide practical guidance on interfaces, integrations, data flows, and downstream operational impacts.
• Participate in client and stakeholder workshops to explain current-state Envestnet processes and recommend effective approaches for the future-state environment.
• Help identify implementation risks and dependencies associated with transitioning from Envestnet and Folio to CRE SaaS.
• Support testing, validation, UAT, and implementation activities to ensure critical business workflows are accurately transitioned.
• Act as a bridge between business users, wealth management operations, technology teams, and CRD implementation resources.

• Bachelor's degree in Finance, Business, Information Systems, Computer Science, or a related field preferred.
• 8+ years of relevant experience in wealth management, investment technology, financial services consulting, or a related field.
• Deep, hands-on experience with Envestnet, including practical knowledge of platform workflows,…