Full-Time

Technical Consultant

Tamarac Trading

Posted on 5/22/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Senior

Raleigh, NC, USA + 1 more

Requirements
  • Bachelor’s degree in related field
  • 4+ years of experience in financial services
  • Experience in the registered investment advisory space
  • Proficiency in Microsoft Office products
  • Some travel required, up to 30%
Responsibilities
  • Partner with team members, Project Management, and Account Management for project completion
  • Proactively manage project scope and identify challenges
  • Educate new and current team members
  • Devise training for release cycles
  • Educate clients on Tamarac Trading functionality
  • Establish client-specific workflows for efficient onboarding
  • Collaborate with team members to meet client expectations
  • Maintain expert knowledge in Tamarac Trading and related tools
  • Submit articles for knowledge base and process/product improvements

Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.

Company Stage

M&A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Growth & Insights
Headcount

6 month growth

-8%

1 year growth

-17%

2 year growth

-43%

Benefits

Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement

INACTIVE