Requirement ID: 9953031
Role name: Business Development Manager
Role Description: Key Responsibilities:? 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
Competencies: Domain : Product Specialization, Data Migration
Experience (Years): 8-10
Country: United States
Branch | City | Location: TCS – Cincinnati, OH
CLEVELAND
Cleveland, OH
Keywords: Expert (SME) on Envestnet/UMP, Data migration, API integrations, and system configurations strategies
Amit Kushwaha
KK Associates LLC.
8751 Collin McKinney Pkwy, # 1302, McKinney, TX 75070
555 Metro Place North, Suite # 100, Dublin, OH 43017
Direct: +1 (469) 343-1783 | Fax: (614) 413-3428
Email: kushwaha@kksoftwareassociates.com
Web: www.kksoftwareassociates.com
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