Full-Time

Investment Product Consultant Director

Posted on 5/22/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Senior

Remote in USA

Required Skills
Sales
Communications
Requirements
  • 10+ years of financial services experience in asset management program development
  • BS/BA in computer science, business administration or related major
  • Deep knowledge of portfolio construction process and RIA business model
  • CFA designation is a plus
  • Experience in direct selling and achieving sales quotas
  • Strong organizational, communication, and presentation skills
  • Willingness to travel up to 50%
Responsibilities
  • Promotion and Expansion of PMC/QRG Strategies
  • Identify and execute new product distribution opportunities
  • Act as subject matter expert in sales process for QRG investment strategies
  • Collaborate with stakeholders to develop solutions
  • Participate in industry events and conferences

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

-8%

1 year growth

-17%

2 year growth

-43%

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