Data Analyst II

Description

Job Location

The primary work location for this role is Berwyn, PA office with a hybrid work model.

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed byover 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   

For a deeper look at how Envestnet is shaping the future of financial advice, visit    

The Team You’ll Join

You will join Envestnet's Revenue Operations team, a group focused on enabling smarter, data-driven decisions across Sales, Marketing, Relationship Management, and other go-to-market functions. The team plays a critical role in ensuring business leaders have access to accurate reporting, trusted data, and actionable insights that drive growth and operational effectiveness.

How You ’ll Contribute

Responsible for analyzing and transforming aggregated financial data into actionable insights for advisors, enterprises and partners. Develops analysis to enable better investment decisions, financial planning and client personalization. Transforms raw data into analytics, benchmarks and intelligence. Plays a key role in ensuring data quality, consistency and reliability across platforms and products.

• Provides Data Analysis services for assigned product, business or other organizational areas.
• Partners with stakeholders (Product, Data Management, Analytics & Insights teams, Wealth Management, Client Experience) in the delivery of analytics to strengthen enrichment products and reduce client support requests.
• Collaborates with Product Management, Data Management, Analytics & Insights and Technical teams to define, scope and develop new features and functionality geared toward the platform.
• Monitors platform performance and calculates accuracy metrics.
• Provides clear, insightful interpretation of available internal and external data.
• Performs data quality and accessibility testing and verification of datasets.
• Engages with external clients by providing timely and professional updates.
• Adheres to legal, compliance, risk, business continuity and administrative standards and policies.
• Builds simple to moderately complex data models to support internal and external needs.
• Establish and oversee the reporting framework for the region, ensuring leadership has accurate, timely, and actionable insights into pipeline health, revenue performance, client engagement, and strategic initiatives.
• Partner with Revenue Operations and business stakeholders to define, monitor, and govern key performance metrics, ensuring consistency in reporting methodologies and business measurement.
• Drive accountability for data integrity and operational excellence across CRM and reporting platforms by promoting adherence to data governance standards, metric definitions, and reporting best practices.
• Identify trends, reporting gaps, and systemic data quality issues that impact business visibility, and partner with cross-functional teams to implement sustainable solutions.
• Leverage business intelligence, dashboards, and performance analytics to identify growth opportunities, optimize resource allocation, and support strategic decision-making.
• Translate complex data and market insights into executive-level recommendations that improve operational effectiveness, client outcomes, and revenue growth.
• Collaborate with Sales, Marketing, Operations, and Revenue Operations teams to support territory planning, segmentation strategies, target account prioritization, and performance tracking.
• Champion a data-driven culture by ensuring teams effectively utilize reporting tools, dashboards, and business insights to achieve organizational objectives.

What You ’ll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• Strong hands-on experience with Salesforce (reports, dashboards, data structure)
• Advanced Excel skills (complex formulas, pivot tables, data cleanup, structured outputs)
• Demonstrated ability to reconcile and validate data across multiple sources
• Strong attention to detail and a track record of delivering accurate work on tight timelines
• Clear written and verbal communication; able to frame analysis for non-technical stakeholders

Nice-to-Haves

• Experience with BI / visualization tools (e.g., Tableau, Power BI, Looker)
• SQL proficiency for querying and combining data across systems
• Familiarity with the financial services / wealth management / advisor ecosystem
• Experience building segmentation and campaign lists for sales or marketing teams
• Bachelor's degree in a quantitative, business, or related field

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!  

Sponsorship 

This position is not open to candidates requiring visa sponsorship 

Our Investment in You

This role offers a base salary range of $71,000 to $88,800. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package. 

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at View email address on click.appcast.io . Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.

Recruitment Fraud

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our  recruitment fraud awareness page to help you recognize and avoid recruitment fraud.