Lead Marketing Analyst

Description

The application window will close July 31st, 2026.

Job Location

The primary work location for this role is the United States with a remote 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

The Marketing team at Envestnet is at the forefront of driving growth, using data and analytics to shape how the business connects with clients and brings solutions to market. Working across teams like Revenue Operations, IT, and Sales, they power go-to-market strategy through insightful reporting, campaign optimization, and clear visibility into pipeline and revenue impact. By combining advanced marketing technology with strong data storytelling, the team turns complex insights into meaningful action—creating a dynamic, fast-paced environment for those who want to influence strategy and make a tangible impact.

How You’ll Contribute

We are looking for a Lead Marketing Analyst to join our team and help us connect marketing activity to business outcomes. Reporting to the Head of Marketing Operations, Martech and Analytics, you will be a key contributor to our enterprise analytical foundation.

In this role, you will own the analytics behind our marketing performance by tracking pipeline contribution, measuring the effectiveness of campaigns, and ensuring our go-to-market efforts are grounded in trusted data. You will play a critical role shaping the KPI architecture and executive reporting standards that drive our growth.

• Performance Reporting and Executive Insights
• Build and maintain automated dashboards that track core marketing KPIs, ensuring they are credible and decision-ready for senior leadership.
• Deliver recurring performance reports that identify key drivers and forecast implications for future growth.
• Establish and monitor leading indicators that provide early signals on campaign health and funnel efficiency.
• Owns marketing systems, methodologies, and KPI/governance frameworks to ensure consistent measurement and data-driven decision making.
• Pipeline and Revenue Attribution
• Analyze marketing's contribution to pipeline and revenue using multi-touch attribution models aligned to strategic growth priorities.
• Partner with Revenue Operations and IT to ensure seamless integration and alignment between marketing data infrastructure and CRM systems.
• Develop reporting that clearly communicates marketing's impact on pipeline coverage and revenue targets.
• Data Governance and Funnel Analytics
• Monitor and optimize the lead and account lifecycle, driving alignment on funnel stages and handoff rules to improve end-to-end visibility.
• Apply rigorous data and process governance, including taxonomies and routing, to increase speed and consistency.
• Identify bottlenecks in conversion and partner with cross-functional teams to implement scalable, automated solutions.
• Campaign and Channel Optimization
• Evaluate campaign performance across the platform ecosystem, including CDPs and MAPs, to synthesize findings into clear recommendations.
• Run A/B tests and design experiments with statistically meaningful outcomes to drive platform ROI.
• Translate complex data into storytelling to help the team understand why performance trends are occurring and what to do next.
• What You’ll Need to Bring

• 8+ years of experience in marketing analytics, growth analytics, or a related data role, ideally at an enterprise scale.
• Strong proficiency in SQL and experience pulling data from a data warehouse such as Snowflake, BigQuery, or Redshift.
• Hands-on experience with BI tools like Power BI and a deep understanding of integrated MarTech ecosystems.
• Deep familiarity with CRM and Marketing Automation Platforms such as Salesforce and Eloqua.
• Solid understanding of B2B marketing funnels, lead and account definitions, and closed-loop reporting.
• Ability to communicate complex data clearly to both technical and non-technical audiences.

Nice-to-Haves

• Experience with ABM orchestration and intent platforms like 6sense.
• Experience with marketing attribution platforms like Bizible.
• Knowledge of privacy-by-design and data stewardship as applied to enterprise marketing data and analytics.
• Familiarity with Python or R for statistical analysis or automation.
• Industry experience driving measurement in B2B, enterprise, fintech, or platform-based businesses.

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

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 you’re 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!

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investment in You

This role offers a base salary range of $104,100 to $130,100. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

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.