Wealth Product Owner - Envestnet/Pershing Expert (Remote)

Envision Technology Solutions; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Envision Technology Solutions seeks an experienced Product Owner with hands-on Envestnet and Pershing implementation expertise to shape the requirements and operating processes for a new wealth product. You will own the data strategy, feed design, and governance across the investment platform.

Ideal candidates bring deep knowledge of trade flows, settlement, and reporting, with proven success delivering robo-advisor or managed account capabilities.

Qualifications

• Hands-on role in Envestnet and Pershing implementation.
• Robo-advisory or managed account build experience preferred.
• Knowledge of data flows and trade/order processing.

Responsibilities

• Define product requirements for wealth product.
• Shape operating processes across Envestnet and Pershing.
• Coordinate data feeds, reporting, and settlement.
• Coordinate with custodians and model providers.

Skills

Envestnet experience

Pershing experience

Data flows

Trade settlement

Regulatory reporting

ACAT transfers

Tools

NetX360

Envestnet

Job description

Envision Technology Solutions seeks an experienced Product Owner with hands-on Envestnet and Pershing implementation expertise to shape the requirements and operating processes for a new wealth product. You will own the data strategy, feed design, and governance across the investment platform.

Ideal candidates bring deep knowledge of trade flows, settlement, and reporting, with proven success delivering robo-advisor or managed account capabilities.