Envestnet SME/BSA

Virtual Tech Gurus
Published
January 28, 2026
Location
Remote, Remote
Category
Default
Duration
6 Months

Description

Details:
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:
  • 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

JOBID: 12275

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