Envestnet, Inc
Website:
envestnet.com
Job details:
Job Location
The primary work location for this role is Trivandrum with a hybrid work model.
About Envestnet
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.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
You’ll join Envestnet’s Data Intelligence team, a collaborative and strategically important group responsible for advancing enterprise data governance across the organization. Working closely with Engineering, Product, Legal, Cybersecurity, Compliance, and technology and data leadership, the team establishes the policies, standards, and controls that help protect sensitive information and support regulatory alignment. In this role, you’ll lead and develop a distributed team, strengthen Envestnet’s data intelligence and governance program, and expand the adoption of modern data catalog and metadata management capabilities across the enterprise.
How You’ll Contribute
Responsible for establishing and implementing data governance policies, procedures and protocol for protecting sensitive financial and personal information across wealth management and advisory platforms. Establishes and oversees data governance, policies and controls to ensure compliance with applicable data protection laws. Partners with legal, security, product and technical teams to embed data governance protocols into systems and processes.
- Supports the Data Intelligence function (i.e., data cataloging, metadata management, data quality analysis, and data lifecycle support), with accountability for execution, quality and timeliness.
- Implements enterprise data governance policies, standards and controls.
- Executes day-to-day data governance operations within assigned area with limited oversight as needed.
- Partners with Engineering, Product, Legal, Cybersecurity, and Compliance teams to ensure technology enablement, policy alignment, and effective governance.
- Facilitates discussions enterprise-wide to ensure company services address data governance risks and align with and address client, business and regulatory needs.
- Plays a key role, working with Cybersecurity teams to ensure alignment between security and data governance programs, including policies, practices, investigations.
- Stays abreast of industry, regulatory and company changes and trends in data governance and information management.
- Support and mature Envestnet’s enterprise data intelligence and governance capabilities, with emphasis on data cataloging, metadata management, personal data inventory, data lineage, and governance controls.
- Serve as a hands-on advisor for data intelligence initiatives, translating business, regulatory, cybersecurity, and technology needs into executable governance practices and standards.
- Drive adoption and ongoing improvement of Atlan as Envestnet’s centralized data catalog, partnering with data owners, stewards, Engineering, Product, Cybersecurity, Legal, and Compliance teams to improve metadata quality, discoverability, and accountability.
- Contribute to measurable program outcomes through dashboards, metrics, OKRs, issue tracking, and recurring reporting that demonstrate progress, risks, and business value.
What You’ll Need to Bring
- Hands-on experience supporting enterprise data governance practices, including data cataloging, business glossary development, data stewardship, data quality, data lineage, data lifecycle, or personal data inventory activities.
- Working knowledge of data governance frameworks and regulatory concepts affecting data management, privacy, retention, and responsible use of data.
Nice-to-Haves
- 3 to 5 years of experience in data governance, data management, metadata management, data intelligence, privacy, cybersecurity, or a related discipline, ideally within financial services, fintech, or another regulated environment.
- Experience with modern data catalog or governance tooling; Atlan experience preferred.
- Strong cross-functional communication skills with the ability to influence stakeholders, document decisions, and translate complex data governance concepts into practical execution plans.
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