Data Acquisition and Partnerships Director - YOD

Envestnet is seeking a Data Acquisition and Partnerships Director – YOD to join our Yodlee department. This is a remote role with occasional travel to our Raleigh, NC office.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary: 

As the Director of Data Acquisition & Partnerships, you will lead the strategic acquisition and management of data relationships with financial institutions and key data providers. Your work will ensure the organization has access to secure, high-quality, and compliant financial data to fuel product innovation and drive sustainable business growth.

This role acts as the primary liaison between external data partners and internal stakeholders, including Product, Engineering, Legal, and Compliance—ensuring seamless collaboration across all data acquisition initiatives. You will also serve as a local subject matter expert on Open Banking, shaping strategic direction and execution.

Job Responsibilities:

• Develop and execute the data partnership strategy with a focus on banks, credit unions, core processors, and Open Finance infrastructure providers.
  
• Identify, negotiate, and manage high-value data licensing agreements and executive-level relationships.
  
• Ensure all partnerships are fully compliant with regulatory standards such as GLBA, GDPR, and CCPA.
  
• Translate Open Banking and Open Finance strategies into actionable roadmaps aligned with local regulatory and market needs.
  
• Drive adoption of Open Banking standards by contributing to industry working groups and influencing data-sharing frameworks.
  
• Partner with Product and Engineering teams to align data acquisition priorities with roadmap and technical feasibility.
  
• Oversee Open Banking integration quality, mitigate risks, and manage relationship dynamics with financial institutions to ensure delivery success.
  
• Lead Data Protection Impact Assessments (DPIAs) and ensure strong data governance across product changes.
  
• Track KPIs and provide regular executive updates on Open Banking progress and partnership outcomes.
  
• Coordinate compliance submissions and reporting for Open Banking regulatory requirements.
  
• Mentor and educate internal teams on Open Banking trends, technical standards, and strategic opportunities.
  
• Serve as an internal evangelist and external representative for the company's data access initiatives
  
• 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.
  

Required Qualifications:

• 8+ years of experience in data partnerships, business development, or vendor management in fintech or financial services.
  
• 5+ years in financial services or banking; fintech experience strongly preferred.
  
• Deep knowledge of banking data ecosystems, privacy laws, and Open Banking regulatory frameworks.
  
• Proven track record negotiating complex data agreements and managing strategic partnerships.
  
• Hands-on experience with Open Banking architecture, including OAuth 2.0, API gateways, financial data APIs, and tokenized authentication.
  
• Demonstrated leadership in Open Banking initiatives or contributions to industry best practices and regulatory engagement.
  
• Experience driving cross-functional initiatives involving Product, Compliance, IT, Legal, and Go-to-Market teams.
  

Preferred Qualifications:

• Exceptional written and verbal communication skills; able to distill complex topics for executive and cross-functional audiences.
  
• Strong analytical and strategic thinking with the ability to connect technical and business dots.
  
• Ability to influence and collaborate across all levels of the organization.
  
• Highly adaptable, detail-oriented, and able to thrive in fast-paced, evolving environments.
  
• Proactive and self-motivated, with a strong sense of ownership and accountability.
  
• Excellent project management and organizational skills, with a proven ability to manage multiple high-impact initiatives.
  
• Demonstrated leadership in team development, performance management, and cross-cultural collaboration.
  
• Comfortable navigating ambiguity, managing competing priorities, and building scalable systems to support long-term growth.
  

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions 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
    

Salary:

The annual base salary range for this position is $145,000 to $180,000. 

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