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Principal Director
Data Conversion
Posted on 1/21/2023
United States
Experience Level
  • 7 - 10 years in the financial services industry of which at least 5 years of conversion experience
  • 5 years in staff management
  • 2 - 4 years of experience with Envestnet's Technology Platform or 3-5 years of experience with a portfolio accounting system
  • Proficient in project management
  • Basic understanding of performance reporting concepts and calculations
  • Excellent client-facing skills, including both oral and written communication skills
  • Ability to handle difficult client conversations independently
  • Ability to make informed independent decisions with the least impact/risk to Envestnet
  • Ability to effectively coordinate and escalate competing internal and external priorities
  • Strong organizational skills
  • Ability to manage a large volume of detailed information consistently and effectively
  • Strong skills in Windows operating systems and Microsoft Office suite of programs, especially MS Excel and MS Access
  • Management of upwards of 17 staff which includes both Exempt and Non-Exempt staff of various levels
  • Work and consult with Sales, Enterprise Consultants, and external clients as needed on potential new conversions and participate in the discovery process as needed
  • Manage the Statement of Work (SOW) process in the development, review, and approval of the SOW for conversion projects
  • Maintaining and building a relationship with Trivandrum Client Implementation team in the management of conversion projects and conversion processes
  • Managing scheduling and throughput in a dynamic environment to evaluate and determine appropriate project conversion dates and the assignment of conversion projects to Data Conversion team members
  • Manage conversion process and procedure improvements with both Trivandrum Client Implementation team management and Data Conversion Managers, constantly reviewing and determining where improvements can be made
  • Managing data to provide executive level management reporting on cost for converted assets to create an appropriate ROI
  • 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

201-500 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
  • 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