Envestnet SME

  • Posted 1 hour ago | Updated 1 hour ago

Overview

Remote
Depends on Experience
Accepts corp to corp applications
Contract - Independent
Contract - W2
Contract - 12 Month(s)
Able to Provide Sponsorship

Skills

Envestnet
Yodlee
Wealth Management
Roadmaps
Web Portals
Regulatory Compliance
Product Ownership
Microservices
Orchestration
Problem Solving
Management
Java
Functional Requirements
Financial Planning
Customer Experience
Back Office
Banking
Change Management
Cloud Computing
Conflict Resolution
Agile
Communication
Data Analysis
Data Integrity
Data Mapping
Functional Management
Google Cloud Platform
Internal Auditing
Onboarding
Privacy
Reporting
User Experience
Scrum
Workflow

Job Details

Envestnet SME / Yodlee SME
Remote/Hybrid
Job Summary:

We are looking for an Envestnet Subject Matter Expert (SME) to drive the functional success of our wealth management and banking integrations. This role is not just about the "how" of coding, but the "what" and "why" of the advisor and client experience. You will be the primary authority on how the Envestnet platform supports our business goals from seamless account opening to automated portfolio rebalancing. You will translate complex wealth management needs into actionable technical workflows, ensuring that our platform delivers a high-quality, "Intelligent Financial Life" for our clients.

Key Responsibilities:

  • Strategic Roadmap Lead: Act as the functional lead for the Envestnet platform, ensuring that all integrations align with the business's wealth management and growth strategies.

  • Process Orchestration: Design the end-to-end "Advisor Journey," including automated client onboarding, proposal generation, and real-time reporting flows.

  • Functional Requirements Excellence: Lead workshops with business stakeholders to gather requirements and translate them into functional specifications that engineers can execute.

  • Data Integrity & Reconciliation: Take ownership of the accuracy of financial data (holdings, cost basis, and performance) flowing between Envestnet and our internal ledgers.

  • Change Management: Lead the functional rollout of new Envestnet releases and modules, ensuring that advisors and back-office staff are trained and workflows are optimized.

  • User Experience Advocacy: Work closely with front-end teams to ensure that the Envestnet-powered client portal is intuitive, personalized, and friction-free.

  • Regulatory & Compliance Alignment: Ensure that all platform workflows meet industry standards (SEC/FINRA) and internal audit requirements for data privacy and fiduciary responsibility.

  • Vendor & Stakeholder Liaison: Serve as the main point of contact for Envestnet s product team to influence their roadmap and resolve high-priority functional gaps.

Required Skills and Qualifications:

  • Envestnet Domain Mastery: Deep functional knowledge of the Envestnet ecosystem, specifically Yodlee (data aggregation), MoneyGuide (financial planning), and the Wealth Management Platform (reporting/billing).

  • Wealth Management Expertise: Strong understanding of investment products (UMAs/SMAs), custodial relationships, and the lifecycle of a private wealth account.

  • Technical Literacy (Functional Level): While this is a functional role, you must be able to "speak the language" of our tech team, including understanding how Java microservices, APIs, and Google Cloud Platform Cloud services support the business logic.

  • Data Mapping Skills: Proficiency in SQL and data analysis to validate that Envestnet data feeds are mapped correctly to our internal banking schemas.

  • Agile Product Ownership: Experience working as a Product Owner or Lead Analyst in an Agile/Scrum environment, managing a functional backlog.

  • Communication & Influence: Exceptional ability to explain technical limitations to business leaders and business needs to technical teams.

  • Problem Solving: A track record of resolving complex "data breaks" or workflow bottlenecks that impact the advisor or client experience.

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.