Product SME
Product SME
Posted on :
28-06-2025
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1 Vacancy
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Job Description
JOB DESCRIPTION
- Act as a Subject Matter Expert (SME) on Envestnet/UMP
- Providing deep product knowledge and industry best practices.
- Collaborate with clients to understand their business requirements and configure Envestnet/UMP accordingly.
- Have an understanding of custodian systems like Pershing Apex etc.
- Work closely with internal teams including IT product management and operations to align implementation processes with business needs.
- Knowledge of data migration API integrations and system configurations strategies.
- Act as a liaison between clients and Envestnet support teams to ensure a smooth implementation experience.
- Person should have relevant experience in wealth management technology investment advisory and fintech consulting.
- Knowledge of API integrations data mapping and wealth management workflows.
- Implementation knowledge of Investment Strategies like Separately Managed Accounts (SMA) Unified Managed Accounts (UMA) and other managed account structures.
- Experience working with financial advisors asset managers or TAMP platforms
Employment Type
Full Time
Key Skills
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