Tech Lead (Java, API & Integration, Web Services, GCP, Envestnet Integration)
Location: Cleveland (Remote work is allowed)
Job Summary:
We are seeking a seasoned Envestnet / Yodlee Subject Matter Expert (SME) with deep expertise in account aggregation, wealth data platforms, and financial systems integrations.
Key Skills & Keywords (SEO-Optimized):
- Envestnet, Yodlee, Yodlee Data APIs, FastLink
- SME, Business Analyst, Wealth Platform SME
- Account Aggregation, Transactions, Investments, Holdings
- Wealth Management, Banking, FinTech, WealthTech
- Requirements Gathering, BRD, FRD, User Stories
- Agile, Scrum, UAT, SDLC
- REST APIs, JSON, SQL, Data Analysis
- JIRA, Confluence
Role Highlights:
- Act as SME for Envestnet/Yodlee platforms
- Drive requirements and functional design for data aggregation solutions
- Support API integrations, UAT, and data validation
- Partner with business, product, and engineering teams
Compensation, Benefits and Duration
Minimum Compensation: USD 46,000
Maximum Compensation: USD 162,000
Compensation is based on actual experience and qualifications of the candidate. The above is a reasonable and a good faith estimate for the role.
Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full time employees.
This position is available for independent contractors
No applications will be considered if received more than 120 days after the date of this post
Skills Required
- Deep expertise with Envestnet and Yodlee platforms (Yodlee Data APIs, FastLink)
- Experience with account aggregation, transactions, investments, and holdings
- Proven Business Analyst/SME experience in wealth management or FinTech
- Requirements gathering and documentation (BRD, FRD, user stories)
- Experience with API integrations, REST APIs, Web Services and JSON
- SQL skills and data validation / data analysis experience
- Experience with Agile/Scrum, UAT, and SDLC processes
- Familiarity with JIRA and Confluence
What We Do
Photon.com has emerged as one of the world’s largest and fastest-growing Digital Agencies. We work with 40% of the Fortune 100 on their Digital initiatives and are known for our ability to integrate Strategy Consulting, Creative Design, and Technology at scale. Please visit www.photon.com to learn more about us, how we work, and our customer case studies. Digital Transformation Starts Here.








