Job Title: Envestnet / Yodlee SME (Subject Matter Expert)
Location: Cleveland, OH | Dallas, TX | Chicago, IL (Hybrid/Remote)
About Photon
Photon Infotech (Photon.com) is a leading digital solutions and AI-first engineering company, trusted by Fortune 500 clients to deliver digital transformation, cloud, data, and platform modernization solutions across industries, including financial services and wealth management.
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 (Dice/Indeed Optimized):
- 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