Implementation knowledge of Investment Strategies like Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), and other managed account structures. Work closely with internal teams, including IT, product management, and operations, to align implementation processes with business needs.
Numbers & Facts
Location
Cleveland, Ohio
Description
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