Solutions Consulting Director - Yodlee

Envestnet; All (MO); Remote; USD 125,000 - 190,000; Full time

Job summary

Envestnet is seeking a Solutions Consulting Director to join their Yodlee department. This remote role requires expertise in client engagement, product strategy, and requires a Bachelor’s degree along with considerable experience in the banking industry. The director will oversee the launch of innovative data products and manage client relationships within the financial sector.

Benefits

Health, dental, vision insurance

Paid Time Off

401K with company match

Paid Volunteer Time Off

Bonuses and stipends

Tuition reimbursement

Qualifications

• 5+ years in the Banking Industry.
• 2-5 years in client-facing roles.
• Experience with Retail and Small Business Internet Banking.

Responsibilities

• Act as subject matter expert for clients.
• Drive development of new Data Products based on insights.
• Coach and train Solutions Consultants.

Skills

Communication

Analytical

Problem-solving

Education

Bachelor’s degree in Business, Finance, or Economics

Tools

Microsoft Office

AI tools like ChatGPT

Job description

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Description

Envestnet | Yodlee is seeking a Solutions Consulting Director to join our Yodlee department. This is a remote role with occasional travel to our Raleigh, NC office.

Yodlee is a leading data aggregation and analytics platform, at the forefront of innovation in digital financial services, serving financial institutions including Wealth, Lending, FinTech, and Digital Banking Platforms. Our culture empowers teams to work on impactful projects across the global financial landscape.

Responsibilities include:

• Act as the subject matter expert and primary contact for clients, translating complex use cases into strategies.
• Participate in sales cycles, collaborating with sales leaders to identify client needs and goals.
• Drive the development and launch of new Data Products based on market insights.
• Manage product roadmaps, ensuring successful launches and support.
• Write detailed business and product requirements, working closely with analysts and development teams.
• Engage with customers to understand their needs and translate into product requirements.
• Support sales efforts by providing expertise on Yodlee products.
• Contribute to product-market fit strategies in retail banking, including data enrichment and financial wellness applications.
• Create presentations and lead strategic discussions with clients.
• Participate in Quarterly Business Reviews to strengthen client relationships.
• Provide feedback on product roadmaps and market trends.
• Ensure compliance with company policies and standards.
• Identify new solution opportunities and work with teams to prioritize features.
• Support documentation, architecture discussions, and integration efforts.
• Coach and train Solutions Consultants and Customer Success teams.
• Manage RFI/RFP responses and process improvements.

Required Qualifications:

• Bachelor’s degree in Business, Finance, Economics, or related field.
• 5+ years in the Banking Industry.
• 2-5 years in client-facing roles, including pre-sales and solutions delivery.
• Experience with Retail and Small Business Internet Banking and PFM systems.
• Knowledge of Agile methodologies.
• Strong communication, analytical, and problem-solving skills.
• Proficiency in Microsoft Office and AI tools like ChatGPT.

Soft Skills:

• Effective collaboration with banking and product teams.
• Attention to detail and accuracy.
• Knowledge of the banking and financial markets, including data privacy regulations.

Preferred Qualifications:

• Experience in sales/technology within Financial Services.
• Experience with online PFM, banking, or mobile banking systems.

Benefits include:

• Health, dental, vision insurance
• Paid Time Off and Volunteer Time Off
• 401K with company match
• Bonuses, stipends, tuition reimbursement, and more.

Salary: $125,000 to $190,000 annually.

Position details:

• Mid-Senior level
• Full-time
• Consulting, IT, Sales

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