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Full-Time

Senior Product Manager

Confirmed live in the last 24 hours

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech
Financial Services

Senior, Expert

Berwyn, PA, USA

This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Category
Product Management
Product Strategy
Product
Required Skills
Sales
Communications
Marketing
Requirements
  • Bachelor’s degree
  • 5-10 years of experience in product management
  • Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment
  • Excellent people skills to interact with clients, colleagues, and cross-functional teams, and third parties
  • Excellent verbal, written, visual/presentation, and interpersonal communication skills
  • Extreme attention to detail and highly organized
  • Willingness to travel
Responsibilities
  • Product lifecycle – drive the success and product life cycle from concept to delivery
  • Feature design – work closely with clients and prospects to gather feedback during initial design to ensure success
  • Feature specifications - work closely with engineering, design, technical writing, and business stakeholders to develop priorities and detailed feature specifications
  • Product launch – establish a go-to-market strategy and collaborate with our product marketing and sales teams to successfully launch new features while effectively communicating product benefits to the market to drive adoption
  • Goals & metrics – establish goals to identify opportunities and track feature success
  • Ensure the quality of materials produced by the product management teams are kept to a high standard to articulate platform features, enhancements, and roadmaps to internal and external stakeholders such as Marketing, Training, Sales, Operations, Legal and Compliance
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Yodlee provides data aggregation and analytics services to financial institutions, fintech companies, and retail clients. The company collects and organizes financial data from various sources, which is then used to deliver insights for wealth management, financial wellness, and personalized financial advice. Yodlee's clients include banks, credit unions, investment firms, and fintech startups that need accurate financial data to enhance their offerings. Unlike many competitors, Yodlee operates on a subscription and licensing model, allowing clients to access its platforms for a fee. They also offer specialized products like transaction data enrichment and virtual financial assistants, which add value and customization for users. The goal of Yodlee is to help clients turn raw financial data into actionable insights, improving financial planning and customer experiences.

Company Stage

M&A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Yodlee's partnerships with companies like HeirWealth and Effi demonstrate its ability to integrate and enhance various financial services, driving innovation and customer engagement.
  • The company's role in open banking initiatives positions it as a leader in the evolving financial data landscape, offering significant growth opportunities.
  • Yodlee's subscription and licensing model provides a stable revenue stream, supporting continuous development and client support.

What critics are saying

  • The competitive FinTech landscape, with major players like Plaid and MX, could pressure Yodlee to continuously innovate to maintain its market position.
  • Dependence on financial institutions' willingness to adopt open banking and data aggregation technologies may impact Yodlee's growth.

What makes Yodlee unique

  • Yodlee's extensive data aggregation capabilities, covering 20,000 financial institutions globally, provide a comprehensive and unparalleled data set for financial institutions and fintech companies.
  • The company's focus on specialized products like transaction data enrichment and virtual financial assistants offers added value and customization options that set it apart from competitors.
  • Yodlee's integration with open banking platforms and compliance with global data standards ensures secure and streamlined data sharing, enhancing trust and reliability.

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