Business Systems Analyst, Client Billing

Overview

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
• Envestnet Wealth Manager experience strongly preferred
• Demonstrated experience with client billing platforms and processes
• SQL proficiency for data validation and billing analysis
• Bachelor's degree in Finance, Business, Information Systems, or a related field
• Agile experience is a plus

Compensation

$75-$80/hr - Dependent on fit and experience