About:

• Location: Cleveland, OH

• Contract: 6 months

The Role:

• Bachelor’s degree and 10+ years of relevant experience required.

• 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