Full-Time

Senior Product Manager

Posted on 9/11/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech
Financial Services

Senior

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
Product Management
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 in the financial technology sector. The company collects and organizes financial data from various sources, which is then used to deliver insights and solutions 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. The company operates on a subscription and licensing model, charging fees for access to its data services and analytics platforms. Yodlee also offers specialized products like transaction data enrichment and virtual financial assistants, which add value and customization for clients. The goal of Yodlee is to help its clients turn raw data into actionable insights, improving financial planning and customer experiences.

Company Stage

Acquired

Total Funding

$160.8M

Headquarters

Tredyffrin Township, Pennsylvania

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Open banking adoption boosts Yodlee's opportunities for expanding data aggregation services.
  • Machine learning integration in Yodlee's services provides clearer financial insights for consumers.
  • Growing demand for personalized financial management tools expands Yodlee's market potential.

What critics are saying

  • Increased competition from fintech startups in APAC challenges Yodlee's market share.
  • Shift to open banking may reduce demand for traditional data aggregation services.
  • New financial document automation technologies could disrupt Yodlee's data processing methods.

What makes Yodlee unique

  • Yodlee offers comprehensive data aggregation and analytics services for financial institutions.
  • The company provides specialized products like transaction data enrichment and virtual financial assistants.
  • Yodlee's integration with open banking enhances its data aggregation capabilities.

Help us improve and share your feedback! Did you find this helpful?

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