Job ID: JOB_ID_2416
Role Overview: Envestnet / Yodlee Subject Matter Expert
Photon Infotech is looking for a highly specialized Envestnet / Yodlee Subject Matter Expert (SME) to join our digital transformation team. This remote role is designed for a professional with deep-seated knowledge in financial data aggregation, wealth management platforms, and complex system integrations. As an SME, you will serve as the primary technical and functional authority for Envestnet and Yodlee implementations, ensuring that our Fortune 500 clients in the financial services sector receive world-class data solutions. You will bridge the gap between business needs and technical execution, driving the modernization of wealth data platforms.
Core Responsibilities and Functional Expertise
- Act as the lead SME for Envestnet and Yodlee platforms, providing deep insights into account aggregation, transactions, and investment holdings.
- Drive the design and implementation of Yodlee Data APIs and FastLink integrations to enhance user onboarding and data connectivity.
- Lead requirements gathering sessions to develop comprehensive Business Requirement Documents (BRD) and Functional Requirement Documents (FRD).
- Collaborate with engineering teams to support REST API integrations, ensuring data validation and high-fidelity JSON exchanges.
- Utilize SQL and data analysis tools to troubleshoot complex data mapping issues and optimize financial data flows.
- Manage the end-to-end User Acceptance Testing (UAT) process, ensuring that all functional requirements are met before production release.
- Work within an Agile/Scrum framework, utilizing JIRA and Confluence for project tracking, documentation, and cross-team communication.
- Partner with compliance and security teams to ensure all financial data integrations adhere to strict industry regulations and data privacy standards.
- Provide strategic advice to product owners on the roadmap for wealth management and FinTech platform enhancements.
Professional Impact in FinTech
This position offers the opportunity to work at the forefront of the FinTech revolution. By leveraging your expertise in Envestnet and Yodlee, you will help shape the future of digital banking and wealth management. Your role is pivotal in ensuring that financial institutions can provide their customers with a holistic view of their financial health through seamless account aggregation. We are looking for a candidate who not only understands the technical nuances of APIs and data structures but also possesses the business acumen to understand the broader impact of these technologies on the wealth management industry. This is a fully remote position, offering the flexibility to work with a global team of innovators.
Special Requirements
Remote; Domain restriction: Wealth Management/FinTech; Deep expertise in Yodlee Data APIs and FastLink required.
Compensation & Location
Salary: $145,000 – $195,000 per year (Estimated)
Location: Remote
Recruiter / Company – Contact Information
Recruiter / Employer: Global IT Family
Email: ssingh@globalitfamily.com
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