Envestnet / Yodlee SME (Subject Matter Expert) - Remote

Envestnet / Yodlee SME (Subject Matter Expert) - Remote

Location: Cleveland, OH | Dallas, TX | Chicago, IL (Hybrid/Remote)

Duration: Full Time / Contract

Job Description:

Role Overview
We are seeking an experienced Envestnet / Yodlee Subject Matter Expert (SME) with deep expertise in account aggregation, wealth data platforms, and financial system integrations.

Key Skills & Keywords:

• Envestnet, Yodlee, Yodlee Data APIs, FastLink

• SME, Business Analyst, Wealth Platform SME
• Account Aggregation, Transactions, Investments, Holdings
• Wealth Management, Banking, FinTech, WealthTech
• Requirements Gathering, BRD, FRD, User Stories
• Agile, Scrum, UAT, SDLC
• REST APIs, JSON, SQL, Data Analysis
• JIRA, Confluence

Role Highlights:

• Act as SME for Envestnet and Yodlee platforms

• Drive functional requirements and integration design
• Support API integrations, data validation, and UAT

Collaborate with product, engineering, and compliance teams