Yodlee
Overview
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 u2013 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 nationu2019s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnetu2019s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.u00A0 Envestnetu2019s Strategy: Deliver the industry-leading wealth management platform, powered by advanced data and insightsu00A0 Leverage our scale and efficiencies to serve our clientsu2019 needs comprehensivelyu00A0 Enable financial advisors to deliver more holistic advice u2013 reflecting a more complete view of their clientsu2019 financial lives, and in a more connected environment For more information, please visit www.envestnet.com.u00A0 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.u00A0 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.u00A0 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.u00A0 Strong working knowledge of BI tools (Power BI preferred)u00A0 Working knowledge of SQL and Excel; familiarity with Python is a plus.u00A0 Familiarity with product analytics platforms a plus (e.g., Heap, Amplitude, or WalkMe).u00A0 Basic understanding of AI/ML concepts (LLMs, prompts, evaluation, data privacy) and interest in learning enterprise AI tooling (e.g., Copilot, Azure OpenAI).u00A0 Exceptional communication, storytelling, and attention to detail; ability to translate data into crisp, actionable narratives.u00A0 Bacheloru2019s degree in Data & Analytics, Information Systems, Engineering, or a related disciplineu2014or equivalent practical experience.u00A0 Envestnet
Be a member of an innovative and industry leading financial technology and solutions companyu00A0 Competitive Compensation/Total Reward Packages that include: Health Benefits (Health/Dental/Vision) Paid Time Off (PTO) & Volunteer Time Off (VTO) 401K u2013 Company Match Annual Bonus Incentives Parental Stipendu00A0 Tuition Reimbursement Student Debt Program Charitable Matchu00A0 Wellness Program
Envestnet is an Equal Opportunity Employer.
#LI-LM1
#J-18808-Ljbffr
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 u2013 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 nationu2019s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnetu2019s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.u00A0 Envestnetu2019s Strategy: Deliver the industry-leading wealth management platform, powered by advanced data and insightsu00A0 Leverage our scale and efficiencies to serve our clientsu2019 needs comprehensivelyu00A0 Enable financial advisors to deliver more holistic advice u2013 reflecting a more complete view of their clientsu2019 financial lives, and in a more connected environment For more information, please visit www.envestnet.com.u00A0 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.u00A0 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.u00A0 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.u00A0 Strong working knowledge of BI tools (Power BI preferred)u00A0 Working knowledge of SQL and Excel; familiarity with Python is a plus.u00A0 Familiarity with product analytics platforms a plus (e.g., Heap, Amplitude, or WalkMe).u00A0 Basic understanding of AI/ML concepts (LLMs, prompts, evaluation, data privacy) and interest in learning enterprise AI tooling (e.g., Copilot, Azure OpenAI).u00A0 Exceptional communication, storytelling, and attention to detail; ability to translate data into crisp, actionable narratives.u00A0 Bacheloru2019s degree in Data & Analytics, Information Systems, Engineering, or a related disciplineu2014or equivalent practical experience.u00A0 Envestnet
Be a member of an innovative and industry leading financial technology and solutions companyu00A0 Competitive Compensation/Total Reward Packages that include: Health Benefits (Health/Dental/Vision) Paid Time Off (PTO) & Volunteer Time Off (VTO) 401K u2013 Company Match Annual Bonus Incentives Parental Stipendu00A0 Tuition Reimbursement Student Debt Program Charitable Matchu00A0 Wellness Program
Envestnet is an Equal Opportunity Employer.
#LI-LM1
#J-18808-Ljbffr