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Full-Time

Platform Training Consultant

Posted on 7/10/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Compensation Overview

$60k - $90kAnnually

+ Bonus + Parental Stipend + Tuition Reimbursement + Student Debt Program + Charitable Match + Wellness Program

Mid, Senior

Remote in USA

Category
Financial Consulting
IT Consulting
Consulting
Required Skills
Communications
Requirements
  • Bachelor’s degree
  • 3+ years of experience in a financial services atmosphere
  • Proficiency in Microsoft Office products
  • Strong written and verbal communication skills
  • Willingness to travel 10%
  • Legally authorized to work in the United States
Responsibilities
  • Support live and recorded trainings to increase firm, advisor, and internal knowledge
  • Build rapport and maintain ongoing communication with clients and colleagues
  • Partner with various teams to support training needs
  • Test new platform enhancements and provide feedback
  • Tailor training messages to match the audience
  • Adhere to company policies and procedures

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

-7%

1 year growth

-16%

2 year growth

-42%

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