Envestnet Implementation Consultant

Granite Solutions Groupe, Inc.; United States; Remote; USD 150,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Company-paid life insurance

Commuter benefits

401K retirement plan

Pet insurance options

Job summary

Granite Solutions Groupe, a leading financial services consulting firm, seeks a Senior Consultant for an Envestnet implementation and CRD Wealth transformation. You will map current workflows to the CRE SaaS platform across client engagements.

You will collaborate with wealth management, investment operations, and technology teams, identify gaps, and help guide requirements, testing, and implementation to deliver modernized processes.

Qualifications

• 8+ years in wealth management or financial services consulting.
• Deep hands-on Envestnet experience with workflows and integrations.
• Experience with CRD Wealth or CRE SaaS preferred.
• Translate legacy processes into future-state designs.
• Strong requirements gathering and stakeholder communication.
• Experience with data interfaces and system integrations.

Responsibilities

• Provide SME on Envestnet functionality and operations.
• Analyze current Envestnet/Folio workflows for CRD Wealth translation.
• Map legacy processes to CRE SaaS capabilities.
• Collaborate with wealth management, operations, tech and CRD teams.
• Support testing, UAT and implementation activities.
• Facilitate client workshops explaining current vs future state.

Skills

Envestnet expertise

Wealth management

Stakeholder management

Requirements gathering

Business analysis

CRD/CRE familiarity

Platform migrations

Education

Bachelor's degree in Finance, Business, IS, CS

Tools

CRD Wealth Platform

Folio knowledge

Job description

Senior Consultant, Implementation

About Our Firm

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.

About the Opportunity

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.

Responsibilities

• 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.

Requirements

• 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, functionality, interfaces, and operational processes.
• Strong understanding of wealth management and advisor-facing workflows and how technology supports front-, middle-, and back-office operations.
• Experience working with Folio or related wealth management platforms strongly preferred.
• Demonstrated experience supporting platform implementations, migrations, transformations, or major system replacements.
• Ability to analyze complex legacy processes and translate them into practical future-state business and technology requirements.
• Strong understanding of integrations, interfaces, data flows, and dependencies between wealth management platforms and surrounding systems.
• Experience working directly with business and operations stakeholders to understand how platforms are used in practice.
• Strong requirements gathering, business analysis, process mapping, and functional solution design skills.
• Excellent communication and stakeholder management skills, with the ability to work across business, operations, technology, and implementation teams.

Preferred Qualifications

• Experience supporting a Charles River Development (CRD) implementation or transformation.
• Familiarity with Charles River Wealth Management and/or Charles River Everywhere (CRE SaaS).
• Experience migrating from Envestnet or similar wealth management platforms into a modern investment management or wealth technology ecosystem.
• Experience with wealth management data, integrations, APIs, and third-party vendor connectivity.
• Strong understanding of advisor, portfolio management, investment operations, and client servicing workflows.
• Prior consulting or systems implementation experience in the financial services industry.

Employee Benefits

• comprehensive medical, dental, vision and prescription coverage.
• You will receive company-paid life insurance.
• In addition, we hope you will take advantage of eligible commuter benefits-like paying for work-related public transit and parking with pre-tax dollars.
• Save for your retirement with pre-tax contributions that go directly into your 401K.
• We also care about your pets with several options for pet insurance, discount card and prescriptions.

GSG’s Commitment to Diversity

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.