Senior Product Business Analyst

Description

The application window will close October 1, 2026.

The primary work location for this role is a remote work model.

Envestnet is an adaptive

Wealth

Tech company that is redefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.

Backed byover
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

The Money Guide 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 Money Guide platform and delivering meaningful value across Envestnet’s wealth ecosystem.

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. They ensure requirements are complete, consistent and well understood, enabling efficient development and testing without prescribing technical implementation.

By clarifying scope, priorities and dependencies, supports 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, translate 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 Money Guide products, business processes, and technology platforms to support complex business and product decisions.

• Candidates should demonstrate the relevant…