Product SME

5 Star Recruitment; Cleveland (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

A recruitment firm is seeking a Subject Matter Expert (SME) on Envestnet/UMP in Cleveland, Ohio. The role involves providing deep product knowledge and collaborating with clients to configure the system according to their business requirements. Candidates should have relevant experience in wealth management technology and fintech consulting, including knowledge of API integrations and data migration strategies. This position requires effective collaboration with internal teams and ensuring smooth implementations for clients.

Qualifications

• Experience with custodian systems like Pershing and Apex.
• Knowledge of data migration and system configuration strategies.
• Experience working with financial advisors and asset managers.

Responsibilities

• Act as a Subject Matter Expert (SME) on Envestnet/UMP.
• Collaborate with clients to configure systems according to needs.
• Ensure smooth implementation as a liaison between clients and support teams.

Skills

Envestnet/UMP expertise

Wealth management technology

Investment advisory

Fintech consulting

API integrations

Data mapping

Collaboration with internal teams

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