Client Launch Consultant II
Posted on 3/14/2023
INACTIVE
Yodlee

501-1,000 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.
Data & Analytics
Fintech

Company Stage

N/A

Total Funding

$742M

Founded

1999

Headquarters

Redwood City, California

Growth & Insights
Headcount

6 month growth

-8%

1 year growth

-18%

2 year growth

-42%
Locations
Raleigh, NC, USA • Berwyn, PA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Word/Pages/Docs
CategoriesNew
Consulting
Requirements
  • Bachelor's degree or equivalent work experience preferred
  • 3-5 years of experience in the financial services or related industry with a client service / Operations background
  • Must have working knowledge of the securities industry
  • Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure
  • Ability to critically analyze information and make sound recommendations
  • Ability to adjust to changing priorities
  • Work as a member of a team with collaborative decision making
  • Must demonstrate professionalism and diplomacy and be able to work with a variety of personalities
  • Strong information-gathering and troubleshooting skills
  • Ability to communicate with others in a concise, productive and professional manner - both verbally and in writing
  • Proficient with Microsoft Word and Excel
  • Must be willing to travel
Responsibilities
  • Work as part of the project team to onboard new broker dealer and RIA clients
  • Work as the transition manager for broker dealer and RIA clients from implementation / conversion to standard operations and ICS / AST support
  • Deliver SLA document and review all SLA requirements to all B/D and RIA clients
  • Deliver client on site operational support at implementation when required
  • Work with the sales organization to understand the sales queue and help in setting operational expectations at point of sale
  • An individual who can work in a high stress environment while focusing on the bigger picture. Strong attention to detail with an adaptable approach in order to achieve multiple objectives
  • Workflow development
  • Update Internal Operations teams on projects regularly during the project lifecycle
  • Must be up to speed on all of the latest technology enhancements within the firm
  • Work very closely with the Project Managers and will take the lead on many project tasks
  • Conversion Support - trading cutover / planning / tracking
  • Work with firms to design their platform in a way that fits their support model
  • Provide ad-hoc training and web site demonstrations
  • Support the training team by providing customized training requirements based on firm needs
  • 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