Analyst, Business Systems Support to own configuration, user access, vendor management and issue resolution across advisor wealth platforms (Envestnet, Client Portal, Digital Onboarding) for a national wealth management firm.

Our financial services client is seeking a Analyst, Business Systems Support (2-5 years) to own configuration, user access, vendor management and issue resolution using Envestnet, Client Portal, and Digital Onboarding Platform

Join a national wealth management environment focused on delivering reliable, advisor-centric platforms. This role covers application support, configuration, testing, and trade-related activities across Envestnet, Client Portal, and the Digital Onboarding Platform. You will manage user access and vendor issue resolution while maintaining clear communication with internal teams, advisors, and external partners.

Permanent, Toronto or Winnipeg, Working Hours: EST

Must Haves

- 2–5 years in financial services within a high-growth workplace
- 2+ years in a client-service facing role
- Proficiency with the MSOffice suite,



including Microsoft Excel , Word, PowerPoint, Teams, and Outlook
- Business Analyst certificate
- Post-secondary degree in Business Administration or related field, or equivalent experience

Nice to Have

- Experience with Envestnet, Croesus, FourEyes, OneVest, FutureVault
- Experience in wealth management or other regulated industry
- CSC

Responsibilities

- Facilitate branch-level customization changes (basic report configuration, client information fields)
- Monitor platform performance and trade execution to detect issues before client impact
- Support system updates and enhancements
- Perform regular audits of user assignments
- Track system issues end-to-end
- Assist in testing for system releases and upgrades
- Capture and report vendor bugs, ensuring timely ticket resolution with vendors

Disclaimer:
AI may be used in evaluating candidates.
This posting is for an existing vacancy. #J-18808-Ljbffr

📌 Analyst, Business Systems Support to own configuration, user access, vendor management and issue resolution across advisor wealth platforms (Envestnet, Client Portal, Digital Onboarding) for a national wealth management firm. (Toronto)
🏢 S.I. Systems
📍 Toronto