Job summary:
Title:
Envestnet SME – Integration & Platform Specialist - Onsite
Location:
Cleveland, OH / Dallas, TX / Chicago, IL / NYC, NY
Length and terms:
Long term - W2 or C2C
Position created on 12/02/2025 10:36 pm
Job description:
**** Webcam interview; *** Long term project *** Onsite **** Due to security reasons USC/GC only ****
Job Summary:
- We are seeking an experienced to support the design, integration, and optimization of Envestnet platform solutions for banks, wealth management firms, and financial institutions.
- The ideal candidate will bring deep domain expertise in Envestnet integrations, APIs, portfolio/account data flows, and wealth technology ecosystems , along with strong technical skills in Java, cloud, and integration architecture.
- This role will act as a technical and functional bridge between business stakeholders, architecture teams, and engineering.
Key Responsibilities:
- Serve as the Envestnet platform SME , providing strategic and technical guidance for Envestnet integrations within banking and wealth management ecosystems.
- Lead the design and implementation of Envestnet integrations including account aggregation, portfolio data, managed accounts, trading, reporting, and billing workflows.
- Define integration architecture using REST/SOAP APIs, event-driven services, and microservices to connect Envestnet with core banking, CRM, custodial, and digital platforms.
- Partner with product, business, and compliance teams to translate wealth business requirements into scalable technical solutions.
- Own end-to-end solutioning from requirements, architecture design, development guidance, through production deployment.
- Provide technical leadership for Envestnet API security, data governance, entitlement models, and regulatory compliance requirements.
- Guide DevOps and cloud teams to ensure smooth CI/CD pipelines and cloud-native deployments.
- Perform root cause analysis and resolve complex integration and data reconciliation issues between Envestnet and downstream/upstream systems.
- Define and enforce best practices for Envestnet-related development, integration patterns, and operational support models.
- Stay current with Envestnet platform enhancements, new APIs, and wealth-tech industry trends.
Required Skills & Qualifications:
Mandatory:
- Proven hands-on experience leading Envestnet integrations for banks, wealth management firms, or RIA platforms .
- Strong understanding of Envestnet data models, managed accounts, UMA/SMAs, proposal tools, reporting, and performance data structures .
Technical Skills:
- Experience in Java, Spring, Spring Boot, Hibernate.
- Good Knowledge in API architecture and integration (REST, SOAP, microservices).
- Experience integrating with third-party financial systems (custodians, CRMs, portfolio accounting, core banking).
- Experience with microservices using Docker and Kubernetes.
Preferred / Nice to Have:
- Experience with Envestnet APIs, data feeds, batch processing, and event-based integrations.
- Familiarity with Angular or modern front-end frameworks.
- Experience with Kafka or event streaming platforms.
- Prior experience working in WealthTech, FinTech, or Asset/Wealth Management domains.
- Experience in Agile/Scrum environments.
Additional details:
- Envestnet SME, Good Experience with Envetnet integrations, Microservices, API.
- This is a Functional and SME role, not much technical expertise needed, but who has in and out knowledge about Envestnet tool business
Contact the recruiter working on this position:
The recruiter working on this position is Hima Teja(Shaji Team)
His/her contact number is +(1) (202) 6290353
His/her contact email is teja@msysinc.com
Our recruiters will be more than happy to help you to get this contract.