Retail Banking Analytics Product Director - YOD

Yodlee; Raleigh (NC); Remote; USD 145,000 - 180,000; Full time

Job summary

A leading financial technology company is seeking a Retail Banking Analytics Product Director to lead the development of analytics solutions for retail banking clients. This remote role involves strategic oversight, collaboration with cross-functional teams, and a focus on enhancing decision-making processes through data analytics. The ideal candidate will have extensive experience in banking, product management, and a strong understanding of analytics tools.

Benefits

Health Benefits (Health/Dental/Vision)

Paid Time Off (PTO) & Volunteer Time Off (VTO)

401K – Company Match

Annual Bonus Incentives

Parental Stipend

Tuition Reimbursement

Student Debt Program

Charitable Match

Wellness Program

Qualifications

• 7+ years relevant experience in banking operations and processes.
• 5+ years of technology product management experience.

Responsibilities

• Drive the development and delivery of analytics solutions for retail banking clients.
• Collaborate with cross-functional teams to ensure seamless execution of analytics projects.

Skills

Communication

Strategic Thinking

Business Acumen

Education

Bachelor's or Master's Degree in Finance, Data Science, or Computer Science

Tools

SQL

Python

R

SAS

Power BI

Job description

Envestnet is seeking a Retail Banking Analytics Product Director u2013 YOD to join our Yodlee department. This is a remote role with occasional travel to our Raleigh, NC office.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions u2013 backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nationu2019s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnetu2019s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.u00A0

Envestnetu2019s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insightsu00A0
  
• Leverage our scale and efficiencies to serve our clientsu2019 needs comprehensivelyu00A0
  
• Enable financial advisors to deliver more holistic advice u2013 reflecting a more complete view of their clientsu2019 financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary:u00A0

We are looking for a motivated and detail-oriented intern to join our Data Science, Analytics & Products team. At Yodlee, our high-caliber, mission-driven culture empowers teams to tackle challenging and rewarding projects that drive impactful business decisions across the global financial services landscape. The Director u2013 Retail Banking Analytics Products is responsible for driving the development and delivery of high-quality analytics solutions for retail banking clients. u00A0The primary objective for this role will be to ensure the successful development, delivery, and utilization of data analytics to improve decision making processes, enhance operational efficiency, enable personalized user engagement and campaign management, build intuitive digital experience, and drive innovation within the financial services industry.

Job Responsibilities:

• Analytics Product Strategy
  
  • Product strategy for Retail Banking Analytics Products that caters to our retail banking clientsu2019 needs of improved decision-making processes, enhanced operational efficiency, personalized user engagement / campaign management, and seamless digital experience.
    
  • Develop and implement a comprehensive analytics strategy aligned with the companyu2019s overall objectives and tailored to meet the specific needs of the financial services industry.
    
  • Identify emerging trends and opportunities in financial services analytics and integrate ideas into the strategy to stay at the forefront of the industry.
    
  • Collaborate with internal stakeholders, including other product owners, data science, engineering and sales to align analytics initiatives with business objectives.
    
• Requirements Development
  
  • Perform market research to identify potential features to develop.
    
  • Prioritizing features based on their potential impact, technical feasibility, and alignment with objectives.
    
  • Defining user stories for prioritized features to explain desired functionality from an end useru2019s point of view.
    
• Sales Support
  
  • Stay abreast of industry trends, emerging technologies, and regulatory developments in the financial services sector and share knowledge and insights with team, internal stakeholders, and clients.
    
  • Participate in relevant industry conferences to stay current and network with other providers and clients in the banking analytics industry.
    
  • Educate internal teams on analytics and prepare customer facing sales and support teams to effectively sell and manage bank analytics products.
    
• Program Oversight
  
  • Collaborate with cross-functional teams data engineers and software developers to ensure seamless execution and integration of analytics projects.
    
  • Monitor program progress, manage risks, and communicate updates to internal stakeholders.
    

Required Qualifications:u00A0

• 7+ years relevant experience in banking with strong knowledge of banking operations and processes, user campaign management, digital experience, and regulatory requirements
  
• 5+ years of technology product management experienceu00A0
  
• Bacheloru2019s or masteru2019s degree in a relevant field such as finance, data science, or computer science.
  
• Proven track record of successfully delivering complex projects in a client facing role.
  
• Excellent communication and presentation skills with the ability to articulate complex concepts to both technical and non-technical stakeholders.
  
• Strong business acumen and strategic thinking ability with a keen understanding of how analytics can drive business value in the banking industry.
  

Preferred Qualifications:

• Proficiency in data analytics tools and programming languages such as SQL, Python, R, SAS, and Power BI.
  

Envestnet:u00A0

• Be a member of an innovative and industry leading financial technology and solutions companyu00A0
  
• Competitive Compensation/Total Reward Packages that include:
  
  • Health Benefits (Health/Dental/Vision)
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
  • 401K u2013 Company Match
    
  • Annual Bonus Incentives
    
  • Parental Stipendu00A0
    
  • Tuition Reimbursement
    
  • Student Debt Program
    
  • Charitable Matchu00A0
    
  • Wellness Program
    

Salary:

The annual base salary range for this position is $145,000 to $180,000.u00A0

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