HRMS Analyst III

Description

Envestnet is seeking a HRMS Analyst III to join our Human Resources department. 

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary: 

We are seeking a Workday HRMS Analyst III who is a Subject Matter Expert (SME) in Core HCM, Advanced Compensation, and Recruiting, with strong hands-on experience in Workday Reporting and Security administration. This role focuses on Workday configuration, system optimization, and delivering a high level of client satisfaction. The Analyst will resolve complex issues, lead system enhancements, and drive functional improvements across these key Workday modules. While the primary focus is on these core areas, the role also provides opportunities to support other modules – including those slated for future implementation – allowing for broader functional exposure. The ideal candidate will work closely with business partners to gather requirements, implement solutions, and ensure system integrity and data accuracy, while upholding strong standards for documentation and support.

Job Responsibilities:

• Serve as a subject matter expert for the Workday HRMS application by owning end-to-end resolution of complex issues and configuration requests, while providing guidance and mentorship to junior team members.
  
• Deliver exceptional service to internal clients by proactively identifying needs, recommending solutions, and implementing process improvements aligned with Workday best practices - building long-term stakeholder trust.
  
• Lead the analysis, design, and testing of Workday enhancements, collaborating closely with business stakeholders to translate functional requirements into technical specifications.
  
• Develop, configure, and maintain EIBs and related tools to support efficient data loading and integration across systems.
  
• Provide support for integrations and downstream data flow, including troubleshooting and recommending improvements to ensure system interoperability and data consistency.
  
• Drive continuous improvement of Workday configuration, processes, and user experience, identifying opportunities for innovation and system optimization.
  
• Take ownership of Workday security configuration and audits, including the creation and maintenance of user- and role-based security groups.
  
• Drive Workday release management by leading analysis and testing, assessing new features, coordinating stakeholder readiness, and promoting user adoption through education and support.
  
• Maintain and enhance detailed documentation of HRMS procedures, configuration decisions, and system updates to support sustainability and knowledge transfer.
  
• Ensure compliance with internal change control processes and audit requirements through thorough documentation and controls.
  
• Create, enhance, and maintain advanced Workday reports , dashboards, and analytics tools for key stakeholders.
  
• Implement reporting standards and practices to ensure data accuracy, consistency, and alignment with privacy and security policies.
  
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. 
  
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
  

Required Qualifications: 

• 5+ years of hands-on experience configuring and supporting Workday across multiple modules
  
• Expertise in HCM, Advance Compensation and Recruiting  Workday modules; strong proficiency in Workday reporting and security administration..
  
• Proven ability to work independently while contributing to a collaborative, high-performing team environment through knowledge sharing, supporting peers and mentoring junior team members.
  
• Demonstrated ability to independently lead small-to-medium Workday initiatives or configuration projects from planning through execution
  
• Experience with EIBs, data loads, and integrations across HR systems
  
• Proven track record of troubleshooting complex issues and developing effective, scalable solutions
  
• Strong interpersonal and communication skills, with a customer-centric approach to problem-solving
  
• Strong understanding of the software development life cycle process and experience participating in structured system implementations
  
• High attention to detail and commitment to data integrity and process compliance
  

Preferred Qualifications: 

• Proficiency in benefits, payroll, absence, timekeeping and Workday Help modules.
  
• One or more Workday Pro certifications, preferably in HCM Core, Recruiting, or Security.
  
• Basic understanding of HRIS integrations and API workflows.
  
• Experience supporting a global HR team and processes.
  
• Superior knowledge of MS Excel, Smartsheet, Word and PowerPoint.
  

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions company 
  
• Competitive Compensation/Total Reward Packages that include:
  
  • Health Benefits (Health/Dental/Vision)
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
  • 401K – Company Match
    
  • Annual Bonus Incentives
    
  • Parental Stipend 
    
  • Tuition Reimbursement
    
  • Student Debt Program
    
  • Charitable Match 
    
  • Wellness Program
    

Salary:

The annual base salary range for this position is $90,000 to $134,000.

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