Senior Product Strategy & Analysis Lead (Remote)

Envestnet; All (MO); On-site; USD 86,000 - 108,000; Full time

Job summary

Envestnet is seeking a MoneyGuide Product Business Analyst to translate complex business needs into clear requirements and user stories for the MoneyGuide platform. The team acts as a bridge between clients, product managers, and engineering to shape roadmaps and deliver valuable enhancements.

You will gather and document needs across regulatory, operational, and client domains, design dashboards, and support cross-functional delivery with a focus on quality and measurable outcomes.

Qualifications

• Bachelor’s degree in Engineering, Math, Finance, or equivalent experience.
• Deep understanding of data mining concepts/statistics/data visualization.
• Strong analytical and quantitative problem-solving ability.
• Strong communication and interpersonal skills, with the ability to translate complex data into clear, concise, and actionable insights for audiences at all levels of the organization.
• Proficiency in SQL.

Responsibilities

• Provides Product Business Analysis support for key system areas across diverse domains.
• Leads end-to-end requirements definition for complex product features and enhancements, translate business strategy into clear product specifications and detailed user stories.
• Facilitates product discovery and ideation sessions with stakeholders (including product managers, engineering, UX / UI, sales and customers) to define roadmap priorities and validate hypotheses.
• Serves as a subject-matter expert on key product areas, answering complex questions and shaping product decisions.
• Manages and prioritizes product backlogs in collaboration with product owners, making trade-off recommendations considering business value, risk, technical cost and customer impact.
• Designs and delivers dashboards and reports tailored to different audiences (leadership, product teams, stakeholders) that track KPIs, OKRs and strategic metrics.
• Leads requirements reviews, ensuring cross-team alignment, clarifying scope and resolving ambiguity during planning, refinement and execution phases.
• Coordinates user acceptance testing for major releases, including developing test plans, managing test execution, analyzing results and ensuring quality before deployment.
• Leads relationships with enterprise-level clients to understand business objectives, align priorities, and deliver practical solutions while serving as a trusted advisor across varying levels of the organization.
• Performs end-to-end analysis across systems, integrations, business processes, data flows, reporting, and user workflows, partnering with Product Management and Engineering teams to evaluate solution alternatives and recommend approaches that balance business value, customer needs, technical feasibility, and risk.
• Analyzes client feedback, operational data, competitive offerings, and market trends to identify opportunities for product improvements and influence enhancement priorities, implementation strategies, and roadmap planning.
• Serves as a subject matter expert for assigned product domains, leveraging deep knowledge of MoneyGuide products, business processes, and technology platforms to support complex business and product decisions.

Skills

SQL

Data analysis

Stakeholder management

Communication

Education

Bachelor's degree in Engineering, Math, Finance

Tools

BI dashboards

SQL databases

Job description

Envestnet is seeking a MoneyGuide Product Business Analyst to translate complex business needs into clear requirements and user stories for the MoneyGuide platform. The team acts as a bridge between clients, product managers, and engineering to shape roadmaps and deliver valuable enhancements.

You will gather and document needs across regulatory, operational, and client domains, design dashboards, and support cross-functional delivery with a focus on quality and measurable outcomes.