Senior Product Strategy Analyst, WealthTech (Remote)

Envestnet; United States; On-site; USD 86,000 - 108,000; Full time

Job summary

Envestnet is seeking a MoneyGuide Product Business Analyst to join the remote team. You will translate business needs into detailed user stories and acceptance criteria, working closely with product, engineering, and clients to drive meaningful wealth-planning enhancements.

You will gather requirements, define roadmaps, and support cross-functional product delivery while ensuring quality and strategic alignment across enterprise clients.

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.
• A high degree of organization, accuracy and attention to detail.
• Ability to execute in a dynamic and demanding environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills.
• Demonstrated initiative, works well under pressure, highly detail oriented, self-motivated with the ability to follow through and implement process improvement.
• Proficiency in SQL

Responsibilities

• Provides Product Business Analysis support for key system areas across diverse domains and operational areas.
• 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 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 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 mining

Analytical skills

Communication skills

Education

Bachelor’s degree in Engineering, Math, Finance or equivalent

Tools

SQL

Job description

Envestnet is seeking a MoneyGuide Product Business Analyst to join the remote team. You will translate business needs into detailed user stories and acceptance criteria, working closely with product, engineering, and clients to drive meaningful wealth-planning enhancements.

You will gather requirements, define roadmaps, and support cross-functional product delivery while ensuring quality and strategic alignment across enterprise clients.