Data Intelligence Advisor II

Description

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 Youll Join

Youll join Envestnets 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, youll lead and develop a distributed team, strengthen Envestnets data intelligence and governance program, and expand the adoption of modern data catalog and metadata management capabilities across the enterprise.

How Youll 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 Envestnets 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 Envestnets 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.

• 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.

• 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.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If youre looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Our Investment in You

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.

In addition, we provide a comprehensive suite of benefits - subject to Envestnets plan eligibility rules - that support your overall well-being, including medical insurance for you and your family, annual health check-ups, free online doctor consultations and telemedicine services, subsidized health club memberships, and an employee assistance program. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Employment Opportunity employer and does not discriminate in employment on the basis of religion, race, color, caste, sex, gender, gender identity or expression, pregnancy, age, disability, medical condition, nationality, ethnic origin, marital status, or any other status protected under applicable Indian law. This commitment is in accordance with the Constitution of India and applicable labor and employment laws. All employment decisions are made solely based on merit, qualifications, performance, and business needs.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.

Recruitment Fraud

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.