Tekcogno

Compensation

Full Description

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