| Need - Business Development Manager - Envestnet/UMP , Location - Cleveland, OH at Cleveland, Ohio, USA |
| Email: jenishjayasinghascii@gmail.com |
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Person should have relevant experience in wealth management technology, investment advisory, and fintech consulting and also Envestnet/UMP Hi Title : Business Development Manager - Envestnet/UMP Location : Cleveland, OH Duration : 12 + Months Rate : OPEN Visa Status : H1B,USC,TN &E3 Relevant Experience (in Yrs.) : 6+ Passport number and Linkedin are mandatory Detailed Job Description: Key Responsibilities: l Act as a Subject Matter Expert (SME) on Envestnet/UMP, providing deep product knowledge and industry best practices. l Collaborate with clients to understand their business requirements and configure Envestnet/UMP accordingly. l Have an understanding of custodian systems like Pershing, Apex, etc l Work closely with internal teams, including IT, product management, and operations, to align implementation processes with business needs l Knowledge of data migration, API integrations, and system configurations strategies. l Act as a liaison between clients and Envestnet support teams to ensure a smooth implementation experience. l Person should have relevant experience in wealth management technology, investment advisory, and fintech consulting l Knowledge of API integrations, data mapping, and wealth management workflows l .Implementation knowledge of Investment Strategies like Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), and other managed account structures. l Experience working with financial advisors, asset managers, or TAMP platforms Must skills: TAMP platforms Subject Matter Expert (SME) Pershing, Apex Jenish J US IT Recruiter ASCII Group LLC -- Keywords: information technology trade national California Ohio Tennessee Need - Business Development Manager - Envestnet/UMP , Location - Cleveland, OH jenishjayasinghascii@gmail.com |
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| 12:21 AM 22-Mar-25 |