Product SME

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