Senior Data Analyst

Envestnet; Chesterbrook (PA); Hybrid; USD 86,000 - 108,000; Full time

Job summary

Envestnet is seeking a data analytics professional to transform complex financial data into actionable insights for advisors and partners. You will develop data models, dashboards, and reports while collaborating with stakeholders across product, technology, and business teams. Hybrid work in Berwyn, PA is offered.

You will work on data quality, analytics initiatives, and predictive modeling, enabling better investment decisions and personalized client experiences.

Qualifications

• Experience with SQL and Python.
• Experience 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.

Responsibilities

• Provides and builds data analysis and data model services across multiple products and areas.
• Interacts with business leaders to understand key objectives and concerns.
• Develops database logic to extract information for reporting.
• Pulls, builds and analyzes relevant data from multiple sources.
• Consults on predictive models, algorithms and probability engines.
• Designs, develops and implements dashboards and reports for data review.
• Monitors report and data availability and communicates delays or issues to clients.
• Drives projects with action-oriented analyses and a data-driven approach.
• Builds complex data logic that creates value for stakeholders.

Skills

SQL

Python

Analytical thinking

Data storytelling

Tools

Snowflake

Databricks

DBT

BI tools

Dashboards/Reports

Job description

Description

Job Location

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

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 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 www.envestnet.com.

The Team You’ll Join

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.

How You'll Contribute

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.

What You'll Need to Bring

• 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.

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. 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.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship.

Our Investmentin You

This role offers a base salary range of $86,000 to $107,500. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.

We provide a comprehensive suite of benefits - subject to Envestnet's plan eligibility rules - that support your overall well-being including,

• medical insurance
• paid time off (PTO)
• 401k company match
• paid parental leave
• education reimbursement
• disability coverage
• mental health & wellness support

Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [e-mail]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.