Convene, Inc. ยท 1 month ago
Envestnet SME
Dallas, TX
Full-time
Onsite
Senior LevelConvene, Inc. is a Tampa based technology services organization, and they are seeking an experienced Envestnet Subject Matter Expert (SME) to support the design, integration, and optimization of Envestnet platform solutions for financial institutions. The role involves providing strategic guidance, leading integration efforts, and ensuring compliance with industry standards.
Cloud ManagementInformation TechnologyMobile Apps
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
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
Experience in Java, Spring, Spring Boot, Hibernate
Good Knowledge in API architecture and integration (REST, SOAP, microservices)
Experience integrating with third-party financial systems (custodians, CRMs, portfolio accounting, core banking)
Experience with microservices using Docker and Kubernetes
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
Convene, Inc.
We are guided by a singular mission: to be the dependable ally our clients rely on, empowering them to amplify their competitive edge by implementing cutting-edge software solutions that yield quantifiable results.
Founded in 2005
51-200 employees
H1B Sponsorship
Convene, Inc. 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 (1)
2024 (2)
2023 (4)
2022 (7)
2021 (8)
2020 (11)
Funding
Current Stage
Growth StageLeadership Team
Jessica Saucedo
Business Partner Liaison
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