Envestnet SME / BSA

Remote • Posted 10 hours ago • Updated 10 hours ago

Contract Independent

Contract Corp To Corp

Contract W2

Able to Sponsor

Remote

Depends on Experience

Fitment

Dice Job Match Score™

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Job Details

Skills

Business Analysis
Envestnet
Yodlee
Change Management
Back Office
Banking
Data Mapping
Data Integrity
Data Analysis
Financial Planning
Functional Management
Wealth Management
SEC
Regulatory Compliance
Roadmaps
Product Ownership
Problem Solving
Finance
Functional Requirements
Management
Internal Auditing
Proposal Writing
Reporting
SQL
Scrum
User Experience
Web Portals
Workflow
Conflict Resolution
Communication
Billing
Agile
Microservices
Cloud Computing
Customer Experience
Data Validation
JSON
Product Engineering
Investments
Acceptance Testing
API

Summary

Job Title: Envestnet / Yodlee SME (Subject Matter Expert)

Locations: Remote

Who are we?

For the past 20 years, we have powered many Digital Experiences for the Fortune 500. Since 1999, we have grown from a few people to more than 4000 team members across the globe that are engaged in various Digital Modernization.

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 (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

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 10462843
Position Id: 8864067
Posted 10 hours ago

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Envestnet SME / BSA

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Job Details

Skills

Summary

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