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Full-Time

Technical Consultant

Tamarac Reporting

Confirmed live in the last 24 hours

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech
Financial Services

Mid

Raleigh, NC, USA + 1 more

More locations: Berwyn, PA, USA

Hybrid role requiring in-office work at either Raleigh, NC or Berwyn, PA.

Category
Financial Consulting
Consulting
Required Skills
Communications
Management
Zendesk
Mergers & Acquisitions (M&A)
Requirements
  • 4+ years of experience in a financial services atmosphere, preferably in the registered investment advisory space.
  • Proficiency in Tamarac Reporting preferred
  • Microsoft Office products required
  • Some travel may be required, up to 30%
Responsibilities
  • Partner with team members, Project Management and Account Management to ensure successful completion of projects
  • Projects to include: new client implementations, existing client ongoing consulting, and client mergers
  • Assess a client’s needs, design an appropriate implementation plan and execute plan in a timely fashion with little assistance
  • Assist in implementing complex, multi-billion dollar firms efficiently
  • Travel onsite independently for new client implementations and current client consulting
  • Effectively communicate expectations to internal and external stakeholders in a timely and clear fashion
  • Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope
  • Work with project management and senior team members to identify alternate solutions for requests defined as out-of-scope
  • Active role in educating new and current team members
  • Work with Education Team to devise training for release cycles
  • Demonstrate ability to train new team members on various aspects of the product
  • Establish continuing education on product functionality and best practices for team members
  • Properly educate new and current clients on functionality and features of Tamarac Reporting
  • Successfully and comfortably present all materials at Tamarac University
  • Structure specific training schedules for onsite implementations
  • Demonstrate ability to problem solve quickly and efficiently
  • Establish client specific workflows to assist firm in efficiently onboarding Tamarac Reporting
  • Be able to speak to clients about complex issues and/or solutions in a concise, professional, positive manner
  • Collaborate with team members to meet or exceed client expectations
  • Track all internal and external communications regarding projects within project management software
  • Manage all communications within project management software in a client-facing manner including correct grammar, thorough details of the issue and resolution, and any instructions given to the client
  • Accurately log tasks and hours against projects
  • Help address Zendesk escalations; including being able to discern when a ticket will require a Statement of Work (SOW)
  • Recognize and report defects using established procedures
  • Prior to delivery, review accuracy and completeness of all client work
  • Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process
  • Establish and maintain a positive and professional relationship with clients and team members
  • Serve as initial point of escalation for Senior Client Service Specialists
  • Strive to target the root cause vs. addressing a symptom of the question/issue
  • Log internal and client-originating product feedback via Suggestion Box in Help Desk
  • Work with Director on any assigned projects; ensure project success through timely execution and pro-active communication
  • Grow and maintain expert level knowledge in Tamarac Reporting and any other product or tool directly related to the position’s responsibilities
  • Submit articles for knowledge base and ideas for process/product improvements
  • Attend and participate in all assigned training sessions and release reviews.

Yodlee provides data aggregation and analytics services to financial institutions, fintech companies, and retail clients. The company collects and organizes financial data from various sources, which is then used to deliver insights 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. Unlike many competitors, Yodlee operates on a subscription and licensing model, allowing clients to access its platforms for a fee. They also offer specialized products like transaction data enrichment and virtual financial assistants, which add value and customization for users. The goal of Yodlee is to help clients turn raw financial data into actionable insights, improving financial planning and customer experiences.

Company Stage

M&A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Yodlee's partnerships with companies like HeirWealth and Effi demonstrate its ability to integrate and enhance various financial services, driving innovation and customer engagement.
  • The company's role in open banking initiatives positions it as a leader in the evolving financial data landscape, offering significant growth opportunities.
  • Yodlee's subscription and licensing model provides a stable revenue stream, supporting continuous development and client support.

What critics are saying

  • The competitive FinTech landscape, with major players like Plaid and MX, could pressure Yodlee to continuously innovate to maintain its market position.
  • Dependence on financial institutions' willingness to adopt open banking and data aggregation technologies may impact Yodlee's growth.

What makes Yodlee unique

  • Yodlee's extensive data aggregation capabilities, covering 20,000 financial institutions globally, provide a comprehensive and unparalleled data set for financial institutions and fintech companies.
  • The company's focus on specialized products like transaction data enrichment and virtual financial assistants offers added value and customization options that set it apart from competitors.
  • Yodlee's integration with open banking platforms and compliance with global data standards ensures secure and streamlined data sharing, enhancing trust and reliability.

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