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Photon · 3 weeks ago

Technical Lead (Envestnet)

Cleveland, OH

Full-time

Onsite

Lead/Staff

Photon is a company that has been powering Digital Experiences for Fortune 500 companies for over 20 years. They are seeking an experienced Envestnet Subject Matter Expert (SME) to support the design, integration, and optimization of Envestnet platform solutions for banks and financial institutions, acting as a bridge between business stakeholders and engineering teams.

E-CommerceInformation TechnologyMobile AppsWeb DesignWeb Development

H1B Sponsor Likely

Hiring Manager

Vamsi Mutyala

Responsibilities

Serve as the Envestnet platform SME, providing strategic and technical guidance for Envestnet integrations within banking and wealth management ecosystems

Lead the design and implementation of Envestnet integrations including account aggregation, portfolio data, managed accounts, trading, reporting, and billing workflows

Define integration architecture using REST/SOAP APIs, event-driven services, and microservices to connect Envestnet with core banking, CRM, custodial, and digital platforms

Partner with product, business, and compliance teams to translate wealth business requirements into scalable technical solutions

Own end-to-end solutioning from requirements, architecture design, development guidance, through production deployment

Provide technical leadership for Envestnet API security, data governance, entitlement models, and regulatory compliance requirements

Guide DevOps and cloud teams to ensure smooth CI/CD pipelines and cloud-native deployments

Perform root cause analysis and resolve complex integration and data reconciliation issues between Envestnet and downstream/upstream systems

Define and enforce best practices for Envestnet-related development, integration patterns, and operational support models

Stay current with Envestnet platform enhancements, new APIs, and wealth-tech industry trends

Qualification

Envestnet integrationsAPI architectureJavaGoogle Cloud PlatformMicroservicesSQLAgile/ScrumDockerKubernetesUnix/LinuxAngularKafka

Required

Proven hands-on experience leading Envestnet integrations for banks, wealth management firms, or RIA platforms

Strong understanding of Envestnet data models, managed accounts, UMA/SMAs, proposal tools, reporting, and performance data structures

Strong expertise in Java, Spring, Spring Boot, Hibernate

Extensive experience with API architecture and integration (REST, SOAP, microservices)

Experience integrating with third-party financial systems (custodians, CRMs, portfolio accounting, core banking)

Solid experience with Google Cloud Platform (Google Cloud Platform) including Compute Engine, App Engine, Cloud Functions, and Cloud Storage

Experience with microservices using Docker and Kubernetes

Hands-on experience with Git/GitLab and CI/CD pipelines

Strong SQL skills (MySQL, PostgreSQL) with a focus on performance and data integrity

Experience working in Unix/Linux environments with scripting and performance troubleshooting

Preferred

Experience with Envestnet APIs, data feeds, batch processing, and event-based integrations

Familiarity with Angular or modern front-end frameworks

Experience with Kafka or event streaming platforms

Prior experience working in WealthTech, FinTech, or Asset/Wealth Management domains

Experience in Agile/Scrum environments

Company

Photon

Glassdoor3.6

Photon is a technology corporation that provides Strategy Consulting, Creative Design, and Technology Services to global enterprise.

Founded in 2007

London, England, GBR

5001-10000 employees

https://www.photon.in

H1B Sponsorship

Photon has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (233)

2024 (168)

2023 (236)

2022 (184)

2021 (157)

2020 (249)