Full-Time

Product Manager

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, Senior

Berwyn, PA, USA

This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Category
Product Management
Product
Required Skills
Product Management
Requirements
  • Bachelor’s degree
  • 2-5 years of experience in product management
  • Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment
  • Excellent people skills to interact with clients, colleagues, and cross-functional teams, and third parties
  • Excellent verbal, written, visual/presentation, and interpersonal communication skills
  • Extreme attention to detail and highly organized
  • Willingness to travel
Responsibilities
  • Product lifecycle – drive the success and product life cycle from concept to delivery
  • Feature design – work closely with clients and prospects to gather feedback during initial design to ensure success
  • Feature specifications - work closely with engineering, design, technical writing, and business stakeholders to develop priorities and detailed feature specifications
  • Product launch – establish a go-to-market strategy and collaborate with our product marketing and sales teams to successfully launch new features while effectively communicating product benefits to the market to drive adoption
  • Goals & metrics – establish goals to identify opportunities and track feature success
  • Ensure the quality of materials produced by the product management teams are kept to a high standard to articulate platform features, enhancements, and roadmaps to internal and external stakeholders such as Marketing, Training, Sales, Operations, Legal and Compliance
  • Partner with management to address and solve for unusual and/or complex circumstances
  • 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.

Yodlee provides data aggregation and analytics services to financial institutions, fintech companies, and retail clients in the financial technology sector. The company collects and organizes financial data from various sources, which is then used to deliver insights and solutions 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. The company operates on a subscription and licensing model, charging fees for access to its data services and analytics platforms. Yodlee also offers specialized products like transaction data enrichment and virtual financial assistants, which add value and customization for clients. The goal of Yodlee is to help its clients turn raw data into actionable insights, improving financial planning and customer experiences.

Company Stage

Acquired

Total Funding

$160.8M

Headquarters

Tredyffrin Township, Pennsylvania

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Open banking adoption boosts Yodlee's API-driven data aggregation services globally.
  • Partnerships with firms like Ocrolus enhance Yodlee's financial document automation capabilities.
  • Yodlee's CDR accreditation in Australia strengthens its position in secure data sharing.

What critics are saying

  • Increased competition from fintech startups may erode Yodlee's market share.
  • API-driven data aggregation shift requires significant technology investments for Yodlee.
  • Data privacy regulations like CDR could raise compliance costs for Yodlee.

What makes Yodlee unique

  • Yodlee offers comprehensive data aggregation and analytics for financial institutions and fintechs.
  • The company provides specialized products like transaction data enrichment and virtual financial assistants.
  • Yodlee's subscription and licensing model ensures long-term client relationships and ongoing support.

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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