Senior WealthTech Implementation Consultant / Envestnet-Pershing SME

Job Description

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.

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.