We are seeking an experienced Envestnet/UMP Product SME or Implementation Consultant with expertise in wealth management technology and solutions. The role involves configuring and implementing Envestnet’s Unified Managed Platform (UMP), ensuring seamless client integration, and supporting implementation processes.
Key Responsibilities
- Serve as a Subject Matter Expert (SME) on Envestnet/UMP, providing deep product knowledge and best practices.
- Collaborate with clients to understand their needs and configure Envestnet/UMP accordingly.
- Manage integrations, data migration, and system configurations.
- Work closely with internal teams (IT, product management, operations) to ensure alignment with business needs.
- Provide guidance on investment strategies like SMA, UMA, and managed accounts.
- Act as a liaison between clients and Envestnet support teams to ensure smooth implementations.
Required Qualifications
- Experience with Envestnet/UMP and wealth management technology.
- Knowledge of custodian systems (e.g., Pershing, Apex) and API integrations.
- Understanding of investment strategies (SMA, UMA) and wealth management workflows.
- Strong communication skills and ability to work cross-functionally with clients and internal teams.
Preferred Qualifications
- Experience with financial advisors, asset managers, or TAMP platforms.
- Wealth management consulting experience with a focus on system integrations.