Consultant
Apply NowCompany: Tata Consultancy Services
Location: Brooklyn, MD 21225
Description:
Skill: Envestnet/UMP Product SME
Salary Range - $130,000-$145,000 a year
#LI-NS2
- We seek a highly skilled and experienced Envestnet/UMP Product Subject Matter Expert (SME) or Implementation Consultant to join our team. The ideal candidate will have deep expertise in Envestnets Unified Managed Platform (UMP) and wealth management solutions, focusing on implementation, configuration, and client support. This role requires close collaboration with business stakeholders, technology teams, and end-users to ensure seamless integration and deployment of Envestnet solutions.
- 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.
- Workclosely 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.
Salary Range - $130,000-$145,000 a year
#LI-NS2