Wealth Tech Implementation SME — SMA/UMA & API Expert

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

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.