Envestnet SME/BSA - Cleveland, OH

Tech Lead

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

Requirements

• 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.

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