Envestnet SME / Yodlee SME exp
Contract
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.
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
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