LABUR is partnering with a client to bring on a Senior Business Systems Analyst who will lead the buildout of the client billing solution within Envestnet Wealth Manager for managed accounts. This engagement calls for a seasoned BSA who can operate across middle and back office functions, driving the full lifecycle from requirements gathering through go-live.
Responsibilities
Lead the configuration and buildout of the client billing solution within Envestnet Wealth Manager, aligned to managed account structures and fee models
Elicit, analyze, and document business requirements from stakeholders across middle and back office teams
Translate billing and operational needs into detailed functional specifications and platform configuration requirements
Configure and set up billing workflows, fee structures, and account-level rules within the platform
Develop and execute test plans to validate billing configurations, fee calculations, and outputs against business expectations
Drive go-live readiness activities, ensuring all billing configurations meet operational and compliance standards
Collaborate cross-functionally with operations, finance, and business stakeholders to align the billing solution with downstream workflows and data dependencies
Qualifications
Managed accounts experience (SMA/UMA) required
Middle and/or back office experience in financial services or wealth management
Strong business systems analysis background with a proven track record in requirements gathering, documentation, solution configuration, and implementation