Wealth Tech Implementation SME — SMA/UMA & API Expert

A recruitment firm is seeking a Subject Matter Expert (SME) on Envestnet/UMP in Cleveland, Ohio. The role involves providing deep product knowledge and collaborating with clients to configure the system according to their business requirements. Candidates should have relevant experience in wealth management technology and fintech consulting, including knowledge of API integrations and data migration strategies. This position requires effective collaboration with internal teams and ensuring smooth implementations for clients.
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