Position: Senior WealthTech Implementation Consultant / Envestnet-Pershing SME
Location: Remote
Duration: 3 Months
Monday Star Date
About R Systems:
R Systems is a leading digital product engineering company that designs and develops chip-to-cloud software products, platforms, and digital experiences that empower its clients to achieve higher revenues and operational efficiency. Our product mindset and engineering capabilities in Cloud, Data, AI, and CX enable us to serve key players in the high-tech industry, including ISVs, SaaS, and Internet companies, as well as product companies in telecom, media, finance, manufacturing, and health verticals. We Are Great Place to Work Certified in 10 countries with a full-time workforce [India, USA, Canada, Poland, Romania, Moldova, Indonesia, Singapore, Malaysia & Thailand]! We are recognized as one of the Best Tech Brands 2024 by the Times Group and India's Top 500 Value Creators 2023 by Dun & Bradstreet.
Job Requirement:
We are looking for a Senior WealthTech Implementation Consultant / Envestnet-Pershing SME with direct hands-on implementation experience. Please focus on candidates who have worked on managed accounts, robo-advisory, or brokerage platforms using both Envestnet and Pershing.
Key Requirements:
- Hands-on experience implementing Envestnet and Pershing within a wealth management or brokerage environment.
- Strong understanding of daily data feeds, trade order flows, settlement, cash and position reconciliation between Envestnet and Pershing.
- Experience defining account opening, funding, trade exception, cash shortfall, ACAT transfer, and operational workflows.
- Knowledge of client statements, trade confirmations, performance reports, tax documents, regulatory reporting, and document delivery responsibilities.
- Experience with Envestnet model management, automated rebalancing, drift-based trading, and external model provider integrations.
- Strong knowledge of advisory/wrap fee billing, cost basis, tax lots, books and records, retention, and reporting requirements.
- Preferred experience with Pershing file feeds, NetX360, cash sweep, managed accounts, or robo-advisory implementations.
Why Join R Systems?
· Frequent Internal Hackathons: Engage in dynamic competitions with exciting prizes to keep your skills sharp.
· Cultural Celebrations: Strengthen our familial bonds through shared celebrations, fostering a sense of community.
· Diverse Project Exposure: Work on a variety of projects across sectors like Healthcare, Banking, e-commerce, and Retail, collaborating with leading global brands.
· Centre of Excellence (COE): Benefit from technical guidance and upskilling opportunities provided by our team of technology experts, helping you navigate your career path.
· E-Learning Platform: Gain access to comprehensive e-learning platforms coupled with a robust mentorship program to enhance your skills.
· Open Door Policy: Embrace a culture of mutual support, respect, and open dialogue, promoting a collaborative work environment.
If you are passionate and excited about working in a fast-paced, innovative environment, we would love to hear from you!
R Systems is an equal opportunity employer that does not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, age, or any other characteristic protected by law. We strive to build a team that reflects the diverse communities we serve, and we actively encourage applications from individuals of all backgrounds and experiences. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, training, promotion, and benefits.
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