Envestnet SME

Envestnet SME (Envestnet SME Integration & Platform Specialist)

Location: Cleveland OH / Dallas TX / Chicago IL / NYC NY

We are seeking an experienced Envestnet Subject Matter Expert (SME) to support the design integration and optimization of Envestnet platform solutions for banks wealth management firms and financial institutions. The ideal candidate will bring deep domain expertise in Envestnet integrations APIs portfolio/account data flows and wealth technology ecosystems along with strong technical skills in Java cloud and integration architecture. This role will act as a technical and functional bridge between business stakeholders architecture teams and engineering.

Key Responsibilities:

• Serve as the Envestnet platform SME providing strategic and technical guidance for Envestnet integrations within banking and wealth management ecosystems.
• Lead the design and implementation of Envestnet integrations including account aggregation portfolio data managed accounts trading reporting and billing workflows.
• Define integration architecture using REST/SOAP APIs event-driven services and microservices to connect Envestnet with core banking CRM custodial and digital platforms.
• Partner with product business and compliance teams to translate wealth business requirements into scalable technical solutions.
• Own end-to-end solutioning from requirements architecture design development guidance through production deployment.
• Provide technical leadership for Envestnet API security data governance entitlement models and regulatory compliance requirements.
• Guide DevOps and cloud teams to ensure smooth CI/CD pipelines and cloud-native deployments.
• Perform root cause analysis and resolve complex integration and data reconciliation issues between Envestnet and downstream/upstream systems.
• Define and enforce best practices for Envestnet-related development integration patterns and operational support models.
• Stay current with Envestnet platform enhancements new APIs and wealth-tech industry trends.

Required Skills & Qualifications:

Mandatory:

• Proven hands-on experience leading Envestnet integrations for banks wealth management firms or RIA platforms.
• Strong understanding of Envestnet data models managed accounts UMA/SMAs proposal tools reporting and performance data structures.

Technical Skills:

• Experience in Java Spring Spring Boot Hibernate.
• Good Knowledge in API architecture and integration (REST SOAP microservices).
• Experience integrating with third-party financial systems(custodians CRMs portfolio accounting core banking).
• Experience with microservices using Docker and Kubernetes.

Preferred / Nice to Have

• Experience with Envestnet APIs data feeds batch processing and event-based integrations.
• Familiarity with Angular or modern front-end frameworks.
• Experience with Kafka or event streaming platforms.
• Prior experience working in WealthTech FinTech or Asset/Wealth Management domains.
• Experience in Agile/Scrum environments.

Thanks & Regards

Vijaya Lakshmi

Lead Recruiter

Consulting Staffing Mobile & Web Solutions

Phone:

21800 Haggerty Road Suite 204 Northville Michigan 48167

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