Qualifications

• Expertise in Envestnet and Yodlee platforms required
• Strong background in account aggregation and financial data systems
• Experience in writing Business Requirements Documents (BRD) and Functional Requirements Documents (FRD)
• Proficient in REST APIs, JSON, and data analysis using SQL
• Familiar with Agile methodologies and tools like JIRA and Confluence

Responsibilities

• Act as a Subject Matter Expert for Envestnet and Yodlee
• Drive the design of functional requirements and integrations
• Support API integrations including data validation and User Acceptance Testing (UAT)
• Collaborate with cross-functional teams including product, engineering, and compliance
• Gather user requirements and translate them into actionable user stories

Benefits

• Remote work flexibility
• Opportunity to work in a dynamic FinTech environment
• Collaboration with experienced teams across various functions
• Engagement in innovative projects involving wealth management technology
• Access to ongoing professional development and training opportunities