Full-Time

Strategic Relationship Management Principal Director

Posted on 4/8/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Senior

Raleigh, NC, USA + 1 more

Required Skills
Sales
Communications
Management
Salesforce
Requirements
  • Bachelor’s degree
  • Minimum 15 Years Financial Service Experience
  • Minimum 15 Years Relationship Management and Sales Experience
  • Proven ability to successfully build and manage relationships with complex clients
  • Track record of success with clients and prospect interactions
  • Financial business analysis and/or consulting experience is a plus
  • Superior communication, interpersonal, presentation, and listening skills
  • Consultative approach when interacting with clients
  • Strong multi-tasking, project management, presentation, and organizational skills
Responsibilities
  • Partner with various Envestnet colleagues to increase platform assets under management
  • Expand product line and promote additional services to achieve defined sales goals
  • Understand and articulate Envestnet corporate vision to client firms
  • Host institutional client meetings per quarter
  • Lead client meetings with agreed-upon objectives and outcomes
  • Build and maintain strong client relationships at the senior executive level
  • Utilize Salesforce for communication and opportunity pipeline management
  • Coordinate client conference activities and negotiations
  • Travel 50% - 80% required
  • Adherence to Envestnet legal, compliance, and administrative policies

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

INACTIVE