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Senior Strategy Analyst

Company: Yodlee (Envestnet)
Location: Annandale
Posted on: September 22, 2022

Job Description:

Envestnet is seeking a passionate and talented Senior Strategy Analyst to join our Strategy team.

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

Envestnet is seeking a Senior Strategy Analyst to join our Strategy Office and partner closely with leaders across the organization. This individual will work closely with the Head of Market Intelligence to evolve Envestnet's corporate roadmap and provide thought leadership to internal and external constituents.

Job Responsibilities:

* Monitor industry trends, customer needs, and competitive threats across the Envestnet ecosystem
* Manage strategic roadmap processes and documentation to ensure leadership team has a consistent, real-time view into business areas of focus
* Within business focus areas, maintain detailed lists of industry firms and assist in evaluating whether capabilities are best augmented via organic investment, partnership, or acquisition
* Assist in performing qualitative and quantitative due diligence on acquisition/partnership targets that fit identified strategic needs
* Perform regular and ad hoc market research, tracking industry influencers and news related to public and private companies--both central to Envestnet strategy as well as adjacent markets
* Structure, research, and publish insights and thought leadership documents for both Envestnet leadership and employees, as well as clients and other external constituents
* 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:

* College degree is required
* A minimum 3 years of conducting industry research or developing corporate strategies preferred
* Experience in equity research, consulting, or corporate strategy preferred
* Experience within the financial services industry preferred
* Strong business writing experience is required
* Intellectually curious and self-sufficient individual with demonstrated experience meeting tight timelines
* Proficient in Microsoft Word, Excel, and PowerPoint
* Collaborative style to enable engagement across the organization

About Us:

Envestnet is a leading independent provider of technologyenabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or midsized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and backoffice needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet:

* Be a member of a leading financial services and products innovation 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
* Equity
* Parental Stipend
* Tuition Reimbursement
* Student Debt Program
* Charitable match
* Wellness Program

* Work on global projects with diverse, energetic, team members who respect each other and celebrate differences
* The best work locations with unlimited snacks!


The annual base salary range for this position is $66,000 to $150,000.

Envestnet is an Equal Opportunity Employer.



Keywords: Yodlee (Envestnet), Annandale , Senior Strategy Analyst, Professions , Annandale, Virginia

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