Description

Envestnet is seeking a passionate and talented Credit & Analytics Solutions Consulting Director to join our Bank and Tech Strategic Consulting team. Remote work options are available for the right candidate.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

The Credit & Analytics Solutions Consulting Director will act as a key link between our internal data science team and our clients' lending strategies. This role is essential for helping prospects and clients grasp the components of our solutions and how to effectively utilize them.

Job Responsibilities:

Manage the sales cycle across the Credit and Analytics specific sales channels and collaborate with Sales Channel leaders to identify and uncover a prospect’s business goals, needs and pains for clients.
Serve as the subject matter expert, understanding and translating complex data insights and client requirements into actionable lending strategies and conveying them to the Data Science and Product teams.
Support product-market fit for the Credit Products spanning the credit life cycle of origination, underwriting, revenue & risk forecasting, and collection.
Support product-market fit for the Analytics Products spanning enterprise focused data and analytics as well as consumer-facing insights and solution analytics.
Provide feedback on the Credit and Analytics roadmap.
Participate in the development of competitive and market trends research.
Ensure compliance with Yodlee’s lending protocols and credit policies.
Monitor and analyze financial and credit data and industry trends, identifying potential risk areas and opportunities in the financial markets.
Review and analyze moderate to complex business problems and assess potential solutions to ensure client requirements are captured and implemented in the platform.
Identify and document data analytics and insights opportunities and work with other business units to prioritize new insight features that address client issues or feedback.
Support all documentation initiatives to continuously improve and support the delivery process.
Collaborate with product development teams to design and implement data-driven features and functionalities.
Leverage business acumen, analytical skills, and financial knowledge to help Yodlee deliver decision intelligence tools and insights to credit and analytics professionals.
Effectively articulate the steps to implement Yodlee solutions and products; and the benefits of Consulting & Delivery during a project.
Provide coaching and training Solutions Consultants and the Customer Success team. 
Oversee the RFI/RFP responses and manage process improvement for a more streamlined presales approach.
Adhere to and apply Yodlee's legal, compliance, risk, business continuity, and administrative policies 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 Yodlee’s established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Required Qualifications:

Bachelor’s degree in business administration, Finance, Economics, Statistics, or a related field.
3+ years of experience within financial services, data analytics, and/or  credit lending industry.
10 years of demonstrated experience in a solutions consulting/engineer or client-facing role in various stages, including but not limited to, pre-sales, solutions delivery, and client experience. 
Experience with Agile methodologies, especially prioritization and managing flexible project scopes.
Excellent critical thinking, analytical, and problem-solving skills; ability to apply this knowledge in the identification and development of complex business solutions.
Excellent verbal and written communication skills, including facilitation/presentation skills; ability to communicate effectively with stakeholders at all levels to express goals, strategies, and concepts.
Strong interpersonal skills with proven ability to build and maintain strong working relationships, both internally and externally.
Superior organization, planning, time/workload management, risk identification, and mitigation capabilities to plan and execute activities with defined goals.
Ability to work with minimal supervision and balance/manage multiple concurrent, competing activities and timelines with appropriate prioritization and focus.
Experience identifying opportunities for process improvement and collaborating with leadership to implement solutions.
Proficiency in Microsoft Office programs.

About Us:

At Yodlee, we’re at the forefront of innovation, utilizing cutting-edge Machine Learning algorithms and Big Data Engineering frameworks. Our high-caliber, mission-driven culture empowers teams to tackle challenging and rewarding projects that drive impactful business decisions across the global financial services landscape.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet: 

Be a member of a leading financial services and products innovation company 
Competitive Compensation/Total Reward Packages that include:
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K – Company Match
Annual Bonus Incentives
Parental Stipend 
Tuition Reimbursement
Student Debt Program
Charitable Match 
Wellness Program
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Salary:

The annual base salary range for this position is $125,000 to $190,000.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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