Product SME - SkyElia : Job Details
Product SME
SkyEliaJob Location : Cleveland,OH, USA
Posted on :
2025-08-05T07:45:36Z
Job Description :
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- Location: Cleveland, OH
- Contract: 6 months
- 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
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