Envestnet SME/BSA - Cleveland, OH

PhotonChicago, IL
4h$46,000 - $162,000Remote

About The Position

We are seeking a seasoned Envestnet / Yodlee Subject Matter Expert (SME) with deep expertise in account aggregation, wealth data platforms, and financial systems integrations.

Requirements

  • Envestnet
  • Yodlee
  • Yodlee Data APIs
  • FastLink
  • SME
  • Business Analyst
  • Wealth Platform SME
  • Account Aggregation
  • Transactions
  • Investments
  • Holdings
  • Wealth Management
  • Banking
  • FinTech
  • WealthTech
  • Requirements Gathering
  • BRD
  • FRD
  • User Stories
  • Agile
  • Scrum
  • UAT
  • SDLC
  • REST APIs
  • JSON
  • SQL
  • Data Analysis
  • JIRA
  • Confluence

Responsibilities

  • Act as SME for Envestnet/Yodlee platforms
  • Drive requirements and functional design for data aggregation solutions
  • Support API integrations, UAT, and data validation
  • Partner with business, product, and engineering teams

Benefits

  • Medical, vision, and dental benefits
  • 401k retirement plan
  • variable pay/incentives
  • paid time off
  • paid holidays
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