Job Title :Senior WealthTech Implementation Consultant
Remote
8 hr a day work for 3 months
Please prioritize candidates who have participated in at least one end-to-end Envestnet + Pershing implementation, rather than profiles with only general wealth management or brokerage experience.
We are looking for a Senior WealthTech Implementation Consultant / Envestnet-Pershing SME with direct hands-on implementation experience. Please focus on candidates who have worked on managed accounts, robo-advisory, or brokerage platforms using both Envestnet and Pershing.
Key requirements:
· Hands-on experience implementing Envestnet and Pershing within a wealth management or brokerage environment.
· Strong understanding of daily data feeds, trade order flows, settlement, cash and position reconciliation between Envestnet and Pershing.
· Experience defining account opening, funding, trade exception, cash shortfall, ACAT transfer, and operational workflows.
· Knowledge of client statements, trade confirmations, performance reports, tax documents, regulatory reporting, and document delivery responsibilities.
· Experience with Envestnet model management, automated rebalancing, drift-based trading, and external model provider integrations.
· Strong knowledge of advisory/wrap fee billing, cost basis, tax lots, books and records, retention, and reporting requirements.
· Preferred experience with Pershing file feeds, NetX360, cash sweep, managed accounts, or robo-advisory implementations
