Wealth Product Owner: Envestnet & Pershing (Remote)

Cyberobotix; United States; Remote; USD 130,000 - 180,000; Full time

Job summary

Cyberobotix is seeking an experienced Product Owner with deep Envestnet and Pershing implementation expertise to shape product requirements for a new wealth product. You will help design operating processes around data flows, reporting, and settlement.

The role focuses on Envestnet for model management and rebalancing, Pershing as custodian, and model providers. Deep knowledge of trade order flow, documentation delivery, and ACAT transfers is essential.

Qualifications

• Hands-on role in at least one Envestnet and Pershing implementation, ideally robo-advisory or managed account build.
• Experience with Pershing file feeds and NetX360 is a plus.
• Knowledge of wrap/advisory fee billing, tax lot handling and cash sweep is beneficial.

Responsibilities

• Shape product requirements for a wealth product using Envestnet and Pershing.
• Design operating processes for data flows, reporting, settlement, and reconciliation.
• Define records, retention, and extract needs across the platform.
• Oversee onboarding, funding, and fee billing flows; handle exceptions and regulatory reporting.

Skills

Envestnet

Pershing

Data flows

Reporting

Trade settlement

ACAT transfers

Cost basis

Tools

NetX360

Job description

Cyberobotix is seeking an experienced Product Owner with deep Envestnet and Pershing implementation expertise to shape product requirements for a new wealth product. You will help design operating processes around data flows, reporting, and settlement.

The role focuses on Envestnet for model management and rebalancing, Pershing as custodian, and model providers. Deep knowledge of trade order flow, documentation delivery, and ACAT transfers is essential.