Envestnet - Technical Integration SME (REMOTE)

Overview

Remote
Depends on Experience
Contract - W2

Skills

API
Amazon Web Services
Data Mapping
Data Warehouse
Reporting
Regulatory Compliance
Envestnet

Job Details

Job Details :

  • 6-month contract to start (extend to a year likely longer)
  • Remote

Role Overview

The Envestnet Technical Integration SME will serve as the lead technical resource responsible for designing, implementing, and supporting integrations between the Envestnet platform and internal systems. The ideal candidate will have deep understanding of Envestnet APIs, data structures, and workflows, enabling seamless connectivity across portfolio management, financial planning, CRM, and data warehouse environments. This role will partner with technology teams, wealth management operations, and business stakeholders to deliver secure, scalable, and compliant integration solutions that improve advisor efficiency and client experience.

Key Responsibilities

  • Serve as the primary technical lead and subject matter expert for Envestnet-related integration and data exchange initiatives.
  • Design and develop integration solutions using Envestnet APIs, web services, and data feeds (managed accounts, holdings, transactions, performance data, etc.).
  • Collaborate with enterprise architecture, CRM, data engineering, and middleware teams to define integration requirements and overall architecture.
  • Implement secure, compliant data transfer processes between Envestnet, custodians, and internal systems (CRM, Data Warehouse, reporting platforms).
  • Analyze existing workflows and recommend optimization or automation opportunities.
  • Develop technical documentation, including data flow diagrams, API specs, data mapping artifacts, and runbooks.
  • Support system upgrades, UAT cycles, deployment activities, and troubleshoot integration issues as they arise.
  • Provide technical guidance to developers, analysts, and business users as needed.
  • Ensure compliance with data security, privacy, and regulatory requirements (FINRA, SEC, SOC 2, etc.).

Technical Expertise

  • Strong understanding of Envestnet APIs, data models, and integration workflows.
  • Hands-on experience with REST/SOAP APIs, JSON, XML, and ETL/integration tools.
  • Strong SQL/database background (SQL Server, Oracle, or similar).
  • Experience with middleware or integration platforms (Informatica, MuleSoft, SnapLogic, etc.).
  • Familiarity with cloud integration frameworks (AWS, Azure, etc.).
  • Knowledge of wealth management data domains including accounts, holdings, transactions, and performance.
  • Experience integrating Envestnet with CRM platforms (e.g., Salesforce, Dynamics) or financial planning/reporting tools.

Additional Preferred Experience

  • Prior work within wealth management, RIA, or broker-dealer environments.
  • Understanding of financial data standards (FIX, OFX, FpML).
  • Experience with Envestnet | Tamarac, Yodlee, or other aggregation tools.
  • Background with Agile/Scrum methodologies.

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