Role: Envestnet SME/BSA
Location: Remote
Must Have: Envestnet/Yodlee, Integrations, Platform, Strong understanding of what Envestnet/Yodlee can deliver
Role Overview
We are seeking an experienced Envestnet / Yodlee Subject Matter Expert (SME) with deep expertise in account aggregation, wealth data platforms, and financial system integrations.
Key Skills & Keywords (Dice/Indeed 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 and Yodlee platforms Drive functional requirements and integration design Support API integrations, data validation, and UAT Collaborate with product, engineering, and compliance teams
