Integration Analysis Director - MoneyGuide

Envestnet is seeking a passionate and talented Integration Analysis Director - MoneyGuide to join our MoneyGuide team. This is a hybrid role, with in-office work required at our Powhatan, VA office location.

Envestnet 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: 

The Integration Analysis Director works with clients to design, develop, and maintain integrations between MoneyGuide systems and those of our partners and customers. The Integration Analysis Director leverages strong collaborative partnerships to develop and implement strategic and tactical plans. The Integration Analysis Director understands and anticipates MoneyGuide clients’ needs and provides innovative ways to solve complex industry problems. The Integrations Analysis Director works closely with cross-functional teams, including software engineers, product managers, and business analysts, to develop and enhance proprietary products and capabilities for financial advisors and their clients and ensure seamless data flow and system compatibility.

Job Responsibilities:

• Analyze existing systems and identify integration points, gaps, and potential risks; define robust, scalable, repeatable integration solutions for MoneyGuide Integrations.
  
• Collaborate with clients and stakeholders to define integration requirements, including data mapping, workflows, and APIs.
  
• Lead the design and development of integration architectures, following industry best practices and standards.
  
• Write and maintain technical documentation, including integration specifications, test plans, and user manuals.
  
• Perform rigorous integration testing and troubleshoot issues throughout the project lifecycle.
  
• Ensure compliance with data security and privacy regulations.
  
• Develop and execute test cases to ensure data quality and system stability.
  
• Troubleshoot and resolve complex integration issues in a timely and efficient manner.
  
• Maintain and improve existing integrations to meet evolving business needs.
  
• Maintain up-to-date knowledge of new technologies, tools, and methodologies related to integration development. Educate, mentor, and advise the organization’s management, staff, partners, customers, and stakeholders regarding the company’s data intelligence and technological vision, opportunities, and challenges.
  
• Maintain up-to-date knowledge of technology standards, industry trends, emerging technologies, and product management best practices.
  
• Responsible for end-to-end project management, leveraging strong technical background to organize cross-functional activities and successfully manage integration projects from initiation through delivery.
  
• 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: 

• Analyze existing systems and identify integration points, gaps, and potential risks; define robust, scalable, repeatable integration solutions for MoneyGuide Integrations.
  
• Collaborate with clients and stakeholders to define integration requirements, including data mapping, workflows, and APIs.
  
• Lead the design and development of integration architectures, following industry best practices and standards.
  
• Write and maintain technical documentation, including integration specifications, test plans, and user manuals.
  
• Perform rigorous integration testing and troubleshoot issues throughout the project lifecycle.
  
• Ensure compliance with data security and privacy regulations.
  
• Develop and execute test cases to ensure data quality and system stability.
  
• Troubleshoot and resolve complex integration issues in a timely and efficient manner.
  
• Maintain and improve existing integrations to meet evolving business needs.
  
• Maintain up-to-date knowledge of new technologies, tools, and methodologies related to integration development. Educate, mentor, and advise the organization’s management, staff, partners, customers, and stakeholders regarding the company’s data intelligence and technological vision, opportunities, and challenges.
  
• Maintain up-to-date knowledge of technology standards, industry trends, emerging technologies, and product management best practices.
  
• Responsible for end-to-end project management, leveraging strong technical background to organize cross-functional activities and successfully manage integration projects from initiation through delivery.
  

About Us: 

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office 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
    
  • 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.
  

Envestnet is an Equal Opportunity Employer.

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