Key Responsibilities

Elicit, analyze, and document functional and non/functional program requirements across front-to-back-office processes (proposals, portfolio management, billing, reporting, and advisor workflows).

Translate business problem statements into clear, consumable requirements for technology teams.

Perform current/state vs. future/state gap analysis to ensure no critical advisor or client capabilities regress in the Envestnet platform; clear documentation of current vs future state

Own and maintain requirements throughout the SDLC



Must-Have Skills:

1. Core BA competency; Proven experience in gap analysis, business requirement documentation, and process flow creation.

2. Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity.

3. Expertise i...