Senior Data Analyst

Description Job Location

The primary work location for this role is Berwyn, PA with a hybrid 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.

You will join a collaborative and data-driven team focused on transforming complex data into actionable insights that support strategic decision-making across the organization. Working closely with business stakeholders, product teams, and technology partners, you will help drive data quality, reporting, and analytics initiatives that enhance operational effectiveness and business outcomes. This team values curiosity, continuous improvement, and leveraging modern data technologies to solve challenging problems and deliver measurable impact.

Responsible for analyzing and transforming aggregated financial data into actionable insights for advisors, enterprises and partners. Develops analyses to enable better investment decisions, financial planning and client personalization. Transforms raw data into analytics, benchmarks and intelligence. Plays a key role in ensuring data quality, consistency and reliability across platforms and products.

• Provides and Builds Data Analysis and Data Models services across multiple products, business or organizational areas.
• Interacts with business leaders to understand key objectives and concerns.
• Develops database logic to extract required information for reporting.
• Pulls, builds and analyzes relevant data from multiple data sources.
• Consults on predictive models, algorithms and probability engines.
• Designs, develops and implements dashboards and reports to facilitate data review and analysis.
• Monitors report and data availabilities and proactively communicates with clients on delays and issues.
• Drives successful projects by providing action-oriented analyses and a data-driven approach.
• Capable of building complex data logic that will turn into value for internal and external stakeholders.

Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.

• Experience with SQL and Python.
• Experience working with Snowflake or Databricks.
• Experience using DBT for data transformation and modeling.
• Experience with data visualization and reporting tools.
• Ability to analyze and interpret complex data to support business decisions.

Help shape the future of Wealth Tech. At Envestnet you’ll gain hands‑on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

This position is not open to candidates requiring visa sponsorship.

This role offers a base salary range of $86,000 to $107,500. The range listed represents a good‑faith estimate of base salary…