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Photon

Envestnet SME/BSA - Cleveland, OH

Reposted 21 Days Ago
Be an Early Applicant
In-Office or Remote
2 Locations
46K-162K Annually
Senior level
In-Office or Remote
2 Locations
46K-162K Annually
Senior level
Serve as Envestnet/Yodlee SME and Business Systems Analyst to drive requirements and functional design for account aggregation and wealth data platform integrations. Support API integrations, UAT, data validation, and partner with business, product, and engineering teams to deliver solutions.
The summary above was generated by AI

Tech Lead (Java, API & Integration, Web Services, GCP, Envestnet Integration)   

Location: Cleveland (Remote work is allowed)

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

Key Skills & Keywords (SEO-Optimized):

  • 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

Role Highlights:

  • 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

Compensation, Benefits and Duration

Minimum Compensation: USD 46,000
Maximum Compensation: USD 162,000
Compensation is based on actual experience and qualifications of the candidate. The above is a reasonable and a good faith estimate for the role.
Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full time employees.
This position is available for independent contractors
No applications will be considered if received more than 120 days after the date of this post

Photon Chicago, Illinois, USA Office

11 East Adams Street Suite 1100, Chicago, IL, United States, 60603

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