Description

Envestnet is seeking a Senior Quality Management Analyst to join our Service department. This is a hybrid role, with in-office work required at either our Berwyn, PA or Raleigh, NC office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary:

The Senior Quality Management Analyst supports the Business Capabilities organization in building a culture of data-driven, continuous improvement. You will help deploy quality standards, analyze product and service performance, and turn insights into practical recommendations that drive quality management programming. This role will develop deep data expertise across enterprise applications, ensuring trustworthy data and actionable dashboards.

Job Responsibilities:

• Build and maintain quality dashboards and scorecards that track quality standards, KPIs, and proactively promote accountability and continuous improvement across business functions
  
• Partner with cross-functional teams including Operations, Product, Engineering, Client Services, and Compliance to translate insights into prioritized actions and measurable outcomes
  
• Produce executive business intelligence reports that integrate operational, experience, and financial insights to inform strategic priorities
  
• Perform advanced analyses, including root-cause analysis and predictive modeling, using structured and unstructured data; summarize findings with clear visuals and narratives for business and technical audiences
  
• Participate in audits, control testing, and continuous-improvement initiatives aligned to ISO 9001/Six Sigma principles as applicable
  
• Support the Quality Management Director in the responsible design, testing, and rollout of AI-enabled quality programs and workflows
  
• Contribute to prompt and evaluation design for LLM-powered use cases; assist with red-teaming and quality gates before production release
  
• Evaluate process design by mapping end-to-end user journeys, identifying pain points, inefficiencies, and opportunities for automation or improvement
  
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
  
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
  

Required Qualifications:

• 2+ years of experience in quality analytics, product analytics, business intelligence, or a related field.
  
• Strong working knowledge of BI tools (Power BI preferred)
  
• Working knowledge of SQL and Excel; familiarity with Python is a plus.
  
• Familiarity with product analytics platforms a plus (e.g., Heap, Amplitude, or WalkMe).
  
• Basic understanding of AI/ML concepts (LLMs, prompts, evaluation, data privacy) and interest in learning enterprise AI tooling (e.g., Copilot, Azure OpenAI).
  
• Exceptional communication, storytelling, and attention to detail; ability to translate data into crisp, actionable narratives.
  
• Bachelor’s degree in Data & Analytics, Information Systems, Engineering, or a related discipline—or equivalent practical experience.
  

Envestnet:

• Be a member of an innovative and industry leading financial technology and solutions company
  
• Competitive Compensation/Total Reward Packages that include:
  
  • Health Benefits (Health/Dental/Vision)
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
  • 401K – Company Match
    
  • Annual Bonus Incentives
    
  • Parental Stipend
    
  • Tuition Reimbursement
    
  • Student Debt Program
    
  • Charitable Match
    
  • Wellness Program
    

Envestnet is an Equal Opportunity Employer.

#LI-LM1