Envestnet SME (Envestnet SME Integration & Platform Specialist)
Location: Cleveland, OH / Dallas, TX / Chicago, IL / NYC, NY
Duration: Long term contract
Candidates who can work independently are more preferred
Job Summary:
We are seeking an experienced Envestnet Subject Matter Expert (SME) to support the design, integration, and optimization of Envestnet platform solutions for banks, wealth management firms, and financial institutions. The ideal candidate will bring deep domain expertise in Envestnet integrations, APIs, portfolio/account data flows, and wealth technology ecosystems, along with strong technical skills in Java, cloud, and integration architecture. This role will act as a technical and functional bridge between business stakeholders, architecture teams, and engineering.
Key Responsibilities:
- Serve as the Envestnet platform SME, providing strategic and technical guidance for Envestnet integrations within banking and wealth management ecosystems.
- Lead the design and implementation of Envestnet integrations including account aggregation, portfolio data, managed accounts, trading, reporting, and billing workflows.
- Define integration architecture using REST/SOAP APIs, event-driven services, and microservices to connect Envestnet with core banking, CRM, custodial, and digital platforms.
- Partner with product, business, and compliance teams to translate wealth business requirements into scalable technical solutions.
- Own end-to-end solutioning from requirements, architecture design, development guidance, through production deployment.
- Provide technical leadership for Envestnet API security, data governance, entitlement models, and regulatory compliance requirements.
- Guide DevOps and cloud teams to ensure smooth CI/CD pipelines and cloud-native deployments.
- Perform root cause analysis and resolve complex integration and data reconciliation issues between Envestnet and downstream/upstream systems.
- Define and enforce best practices for Envestnet-related development, integration patterns, and operational support models.
- Stay current with Envestnet platform enhancements, new APIs, and wealth-tech industry trends.
Required Skills & Qualifications:
Mandatory:
- Proven hands-on experience leading Envestnet integrations for banks, wealth management firms, or RIA platforms.
- Strong understanding of Envestnet data models, managed accounts, UMA/SMAs, proposal tools, reporting, and performance data structures.
Technical Skills:
- Experience in Java, Spring, Spring Boot, Hibernate.
- Good Knowledge in API architecture and integration (REST, SOAP, microservices).
- Experience integrating with third-party financial systems(custodians, CRMs, portfolio accounting, core banking).
- Experience with microservices using Docker and Kubernetes.
Preferred / Nice to Have
- Experience with Envestnet APIs, data feeds, batch processing, and event-based integrations.
- Familiarity with Angular or modern front-end frameworks.
- Experience with Kafka or event streaming platforms.
- Prior experience working in WealthTech, FinTech, or Asset/Wealth Management domains.
- Experience in Agile/Scrum environments.
Thanks & Regards
Vijaya Lakshmi
Lead Recruiter
Consulting | Staffing | Mobile & Web Solutions
Phone:
21800 Haggerty Road, Suite 204 Northville, Michigan 48167
MBE Certified | E-Verify
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