Tekcogno

Act as SME for Envestnet platforms, gather business requirements, lead feature upgrades, support advisor/client portals, perform UAT, and troubleshoot platform issues. | 5-10 years in Wealth Management with hands-on Envestnet MoneyGuide and UMA platform experience, strong financial planning knowledge, and ability to write detailed business and functional documents. | Role: Business Analyst with Envestnet & Unified platform experience Location: Remote Key Responsibilities • Act as SME for Envestnet-Yodlee MoneyGuide & Unified Managed Account Platform (UMA). • Gather business requirements, document processes, and create functional specifications. • Collaborate with product, tech, vendor, and advisory stakeholders for platform enhancement initiatives. • Lead MoneyGuide & UMA feature upgrades, configuration, and integration workflows. • Support advisor & client portal interactions, digital journeys, onboarding, reporting, rebalancing. • Perform UAT planning, execution, ticket management & validation testing. • Generate process documents, training content, and help guides for advisors and users. • Knowledge of APIs used for integration with Wealth and Third Party Systems • Troubleshoot platform issues with Envestnet and other vendor teams. Required Skills & Qualifications: • 5–10 years’ experience in Wealth Management/Financial Advisory environment. • Hands-on use of Envestnet MoneyGuide platform and Unified Managed Account Platform. • Strong understanding of financial planning, goal projections, risk assessment, and UMA programs. • Ability to write BRDs, FRDs, user stories, workflows, and data mapping documents. • Experience in agile delivery, UAT testing, and advisor-client technology platforms. Preferred Skills • Knowledge of portfolio accounting tools like Orion, Black Diamond or Tamarac. • Certifications such as CFP, CFA, or equivalent preferred. • Experience working with financial advisor digital strategy and platform architecture. Job Types: Full-time, Contract Pay: $96,091.85 - $140,000.00 per year Work Location: Remote

Lead and coordinate capital markets stress testing initiatives ensuring regulatory compliance and cross-functional collaboration. | 5+ years in financial services with 2+ years in stress testing or capital planning, familiarity with CCAR/DFAST/ICAAP, and technical skills in statistical tools. | Program Manager Required Location: Remote 100% or NYC We need: We are seeking a highly organized and analytically minded Program Manager OR Stress test lead to coordinate capital markets stress testing initiatives, including support for DFAST/CCAR, ICAAP, and other regulatory capital planning efforts. The ideal candidate will bring a strong background in finance, capital planning, or regulatory reporting within a banking or capital markets environment, along with experience managing complex, cross-functional programs. This role requires coordination across risk, finance, modeling, and technology teams to ensure regulatory deliverables are met with precision and on schedule. Lead end-to-end program management for Capital Markets stress testing initiatives (e.g., CCAR, DFAST, ICAAP), ensuring alignment with regulatory expectations and internal timelines ****CANDIDATES MUST ME A PROGRAM MANAGER LEVEL OR LEAD CAPITAL MARKETS STRESS TEST RESOURCE . This is a Reg Analyst role. It will focus on the banks stress test and people should know QRM or Hyperion. We are seeking a highly organized and analytically minded Program Manager to lead and coordinate capital markets stress testing initiatives, including support for DFAST/CCAR, ICAAP, and other regulatory capital planning efforts. The ideal candidate will bring a strong background in finance, capital planning, or regulatory reporting within a banking or capital markets environment, along with experience managing complex, cross-functional programs. This role requires coordination across risk, finance, modeling, and technology teams to ensure regulatory deliverables are met with precision and on schedule. Key Responsibilities: • Lead end-to-end program management for Capital Markets stress testing initiatives (e.g., CCAR, DFAST, ICAAP), ensuring alignment with regulatory expectations and internal timelines. • Collaborate with key stakeholders across Risk, Finance, Treasury, and Modeling teams to define project scope, timelines, and resource needs. • Oversee the collection, validation, and integration of data inputs from various business lines for scenario analysis and capital impact modeling. • Track regulatory changes and ensure programs remain compliant with evolving requirements from the Federal Reserve, OCC, and other regulatory bodies. • Maintain detailed project plans, risk registers, action logs, and status reports to ensure transparency and accountability across workstreams. • Support senior management in the preparation of materials for governance committees, internal audit, and regulatory examinations. • Coordinate with technology partners and data teams to manage dependencies around model implementation, system enhancements, or reporting automation. • Assist in the evaluation and improvement of internal stress testing methodologies, controls, and documentation standards. • Drive the execution of remediation plans or model adjustments based on validation feedback or regulatory findings. • Promote a culture of collaboration, transparency, and operational excellence throughout the capital planning lifecycle. Qualifications: • Education: Master’s Degree (or equivalent postgraduate degree) in Finance, Economics, Mathematics, Business, or a related discipline. • Experience: 5+ years of experience in financial services, with at least 2 years focused on stress testing, capital planning, regulatory reporting, or risk management in a banking or capital markets context. • Exposure to CCAR/DFAST/ICAAP processes highly desirable. • Previous project/program management experience in a regulatory or finance-related role is a strong plus. • Technical Skills: • Familiarity with statistical tools or data platforms (e.g., SAS, Python, R, SQL, Excel, Power BI) • Understanding of capital markets products and balance sheet dynamics • Certifications (preferred): FRM, CFA, or PMP • Soft Skills: Strong communication, stakeholder management, and presentation skills. Proven ability to manage cross-functional teams and handle multiple priorities in a high-stakes, deadline-driven environment. Job Types: Full-time, Contract Pay: $84,506.77 - $150,000.00 per year Work Location: Remote