Wealth Tech Transformation Consultant (Envestnet–CRD)

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

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.