Finance Systems Operations Lead

Job Description:

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Description

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The application window will close September 01, 2026.

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Job Location   

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The primary work location for this role is East Coast with a remote work model.

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About Envestnet   

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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 by over 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.  

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

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The Team You’ll Join  

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The Financial Systems team at Envestnet plays a critical role in powering the technology behind the company’s finance operations, building and enhancing the systems that support reporting, reconciliation, and the close process. Partnering closely with Finance stakeholders, the team develops integrations, dashboards, and automation within Oracle Fusion to ensure accurate, scalable, and efficient financial data flow across the organization. By combining deep technical expertise with business insight, they drive continuous improvement in how financial processes are executed—making it an exciting space for those who enjoy solving complex problems at the intersection of finance and technology.

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How You’ll Contribute

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Responsible for design, development, support and optimization of Envestnet’s critical software programs that power wealth management, data aggregation and operational workflows. Ensures applications are highly available, secure and compliant with company and regulatory standards, while meeting the needs of advisors, clients and internal teams. Manages integrations, monitors performance and ensures effective incident resolution. Ensures applications are scalable, efficient and resilient.

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•  Collaborates with allied teams (Architecture, Engineering, Technical Operations and Quality) to develop detailed application implementation solutions.
•  Architects, develops, builds and implements highly secure, compliant, resilient, cost effective and high performing solutions.
•  Develops, builds, configures, customizes, integrates and tests solutions.
•  Investigates opportunities to use new and emerging technologies.
•  Develops and delivers key reporting metrics and insights related to the cost and utilization of enterprise applications.
•  Ensures application of standard operating procedures for development, deployment, support, break-fix and systems management.
•  Collaborates with technical experts to troubleshoot and resolve escalated client operations, production, integration or application issues.
•  Coordinates operational support activities across the Financial Systems application portfolio, ensuring requests, incidents, and enhancement efforts are appropriately prioritized, assigned, and tracked to resolution.
•  Maintains governance processes for intake, ticket management, documentation standards, application ownership, and operational reporting to improve visibility, accountability, and service delivery.
•  Partners with Finance, Accounting, Treasury, IT, Internal Controls, vendors, and application owners to facilitate issue escalation, support production operations, and drive cross-functional coordination.
•  Oversees operational controls, including access reviews, audit and compliance support, release calendars, and critical milestone tracking to ensure business continuity and process effectiveness.

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What You’ll Need to Bring

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•  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.
•  Experience coordinating production support across multiple applications or business functions.
•  Experience with JIRA Service Management, ServiceNow, or a comparable ticketing platform.
•  Experience working directly with Finance, Accounting, Treasury, IT, vendors, and business stakeholders.
•  Experience supporting access/security workflows, audit requests, control deadlines, or user access reviews.
•  Experience maintaining operational documentation, runbooks, ownership matrices, or support procedures.
•  Strong triage instincts — able to quickly separate what's urgent, business-critical, close- or audit-sensitive, or a security issue from a routine enhancement.
•  Comfortable holding application owners accountable without being their direct manager.

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Nice-to-Haves 

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•  Hands-on exposure to cloud based business applications.
•  Vendor support portal administration experience.
•  SOX controls or segregation-of-duties experience.
•  Finance systems patch/release coordination experience.
•  SharePoint or similar documentation-management experience.

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Why You’ll Enjoy Working at Envestnet   

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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.

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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.

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The opportunity is now!  

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Sponsorship  

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This position is not open to candidates requiring visa sponsorship 

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Our Investment in You

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This role offers a base salary range of $114,500 to $143,110. 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.   

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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.  

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Our Commitment to Inclusion & Belonging 

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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.  

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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  [email protected]. 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.      

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Recruitment Fraud

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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.