Product SME
5 Star RecruitmentCleveland, Ohio
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Job Description
JOB DESCRIPTION
- 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
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FAQs About Product SME Jobs at 5 Star Recruitment
What is the work location for this position at 5 Star Recruitment?
This job at 5 Star Recruitment is located in Cleveland, Ohio, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at 5 Star Recruitment?
Employer has not shared pay details for this role.
What employment applies to this position at 5 Star Recruitment?
5 Star Recruitment lists this role as a Full-time position.
What experience level is required for this role at 5 Star Recruitment?
5 Star Recruitment is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at 5 Star Recruitment?
You can apply for this role at 5 Star Recruitment either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.