Government Careers

  • Product SME

  • 5 Star Recruitment
  • Cleveland, Ohio 44101 United States View Map

Product SME

Cleveland, Ohio, United States

About the Job Product SME

Act as a Subject Matter Expert (SME) on Envestnet/UMP

Providing deep product knowledge and industry best practices.

Collaborate with clients to understand their business requirements and configure Envestnet/UMP accordingly.

Have an understanding of custodian systems like Pershing, Apex, etc.

Work closely with internal teams, including IT, product management, and operations, to align implementation processes with business needs.

Knowledge of data migration, API integrations, and system configurations strategies.

Act as a liaison between clients and Envestnet support teams to ensure a smooth implementation experience.

Person should have relevant experience in wealth management technology, investment advisory, and fintech consulting.

Knowledge of API integrations, data mapping, and wealth management workflows.

Implementation knowledge of Investment Strategies like Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), and other managed account structures.

Experience working with financial advisors, asset managers, or TAMP platforms

Product SME

Cleveland, Ohio, United States

About the Job Product SME

Act as a Subject Matter Expert (SME) on Envestnet/UMP

Providing deep product knowledge and industry best practices.

Collaborate with clients to understand their business requirements and configure Envestnet/UMP accordingly.

Have an understanding of custodian systems like Pershing, Apex, etc.

Work closely with internal teams, including IT, product management, and operations, to align implementation processes with business needs.

Knowledge of data migration, API integrations, and system configurations strategies.

Act as a liaison between clients and Envestnet support teams to ensure a smooth implementation experience.

Person should have relevant experience in wealth management technology, investment advisory, and fintech consulting.

Knowledge of API integrations, data mapping, and wealth management workflows.

Implementation knowledge of Investment Strategies like Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), and other managed account structures.

Experience working with financial advisors, asset managers, or TAMP platforms

Government Careers

Government Careers

Government jobs offer stability, competitive benefits, and the chance to make a meaningful impact on your community and country.

Whether you’re starting your career or seeking new opportunities, these roles provide pathways for growth, security, and service.

Explore positions across a wide range of fields and take the first step toward a rewarding future in public service.

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