| Envestnet UMP Product SME or Implementation Consultant at Cleveland, Ohio, USA |
| Email: pradeep.sharma@scalable-systems.com |
|
From: Pradeep, Scalable Systems pradeep.sharma@scalable-systems.com Reply to: pradeep.sharma@scalable-systems.com Hi, Greetings of the day I wanted to connect with you about an exciting role that aligns with your expertise and could be a fantastic start. Please find the job details below: Job Title: Envestnet/UMP Product SME or Implementation Consultant Location: Cleveland, OH (Work from Office) Duration: Long Term Contract Key Responsibilities: 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 Thanks & Regards, Pradeep Sharma Email: pradeep.sharma@scalable-systems.com "Scalable Systems is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other legally protected status." Keywords: information technology Ohio Envestnet UMP Product SME or Implementation Consultant pradeep.sharma@scalable-systems.com https://jobs.nvoids.com/job_details.jsp?id=2283449 |
| pradeep.sharma@scalable-systems.com View All |
| 05:07 PM 25-Mar-25 |