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Remote Wealthtech Jobs in Chicago, IL (NOW HIRING)

Photon

Envestnet SME/BSA - Cleveland, OH

Chicago, IL · On-site +1

Cleveland (Remote work is allowed) Job Summary: We are seeking a seasoned Envestnet / Yodlee ... Wealth Management, Banking, FinTech, WealthTech * Requirements Gathering, BRD, FRD, User Stories

Envestnet

Senior Sales Engineer

Chicago, IL · Remote

Job Location    The primary work location for this role is a remote work model.   About ... Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll ...

All JobsWealthtech JobsRemote Wealthtech JobsRemote Wealthtech Jobs in Chicago, IL

Remote Wealthtech information

What is a remote wealthtech professional?

A Remote Wealthtech professional works in the financial technology sector, focusing on developing, managing, or supporting digital tools and platforms that help individuals or businesses manage their wealth. 'Remote' means these professionals perform their duties from locations outside of a traditional office, often from home. Their roles can include software development, product management, data analysis, customer support, or financial advising—always centered on innovative solutions for wealth management. This position requires a blend of finance knowledge and technical skills, along with strong communication abilities to collaborate with teams virtually.

How do remote wealthtech professionals typically collaborate with cross-functional teams to deliver client solutions?

Remote Wealthtech professionals often work closely with diverse teams such as product managers, software engineers, compliance officers, and data analysts to design and deliver innovative financial solutions. Collaboration is primarily facilitated through digital communication tools like Slack, Zoom, and project management platforms, ensuring seamless coordination despite physical distance. Regular virtual meetings, clear documentation, and shared dashboards help teams stay aligned on project goals and deadlines. Building strong relationships and proactive communication are essential for overcoming the challenges of remote work and achieving success in this fast-paced, client-focused environment.

What are the key skills and qualifications needed to thrive as a remote wealthtech professional, and why are they important?

To thrive as a Remote Wealthtech Professional, you need strong analytical skills, financial acumen, and a background in finance, economics, or related fields, often supported by relevant degrees or certifications like CFA or CFP. Familiarity with wealth management platforms, investment analytics tools, and CRM systems is typically required. Excellent communication, self-motivation, and attention to detail are vital soft skills for collaborating virtually and managing client relationships. These skills ensure effective financial advising, client satisfaction, and the ability to navigate digital wealth management solutions in a remote environment.

What is the difference between Remote Wealthtech vs Remote Financial Advisor?

AspectRemote WealthtechRemote Financial Advisor
Required CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 required
Work EnvironmentTech-driven, software-focused, remoteClient-facing, remote or hybrid
Employer & IndustryFintech companies, online platformsFinancial planning firms, banks
Common Search & ComparisonFocus on technology roles in wealth managementClient advisory roles in finance

Remote Wealthtech roles primarily involve working with financial technology platforms, focusing on software development, data analysis, or product management within the wealth management industry. In contrast, remote Financial Advisors directly interact with clients to provide personalized financial planning and investment advice. While both roles require financial certifications, Remote Wealthtech emphasizes technical skills and platform development, whereas Remote Financial Advisors focus on client relationships and financial expertise.

What are the most commonly searched types of Wealthtech jobs in Chicago, IL?

The most popular types of Wealthtech jobs in Chicago, IL are:

What are popular job titles related to Remote Wealthtech jobs in Chicago, IL?

For Remote Wealthtech jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Remote Wealthtech jobs in Chicago, IL look for?

The top searched job categories for Remote Wealthtech jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Remote Wealthtech jobs?

Cities near Chicago, IL with the most Remote Wealthtech job openings:

Remote Wealthtech jobs near you
Infographic showing various Remote Wealthtech job openings in Chicago, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Envestnet SME/BSA - Cleveland, OH

Chicago, IL • On-site, Remote

Photon
IT Services • 1 - 10 employees
Learn more about Photonexternal

Full-time, Contractor

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

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

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