Data Science Director

Envestnet is seeking a Data Science Director 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: 

Yodlee is looking for a motivated and detail-oriented Data Science Director to join our Data Science, Analytics & Products team. The role will be responsible for building a wide variety of models that meet accuracy SLAs, are scalable to run on terabytes of data, and are parallelizable to run on distributed computing infrastructure. The insights we derive from the financial data influence crucial cutting-edge business decisions made across the global financial services firms every day and solve real world problems. We are leveraging our deep expertise in financial data to launch innovative solutions in the financial industry.

Job Responsibilities:

• You need to be a curious data scientist who enjoys a deep dive into the raw data to help figure out the right set of questions and find the answers to those questions. You must be passionate about applying pattern mining and data modeling techniques to solve real world problems.
  
• Responsible for hands-on data cleansing, transformation and building predictive models and classifiers.
  
• Identify opportunities to solve client problems at big-data scale using the most efficient technologies
  
• Generate optimal solutions that will be work in production within defined constraints of cost, time, quality
  
• Lead and guide junior data scientists and analysts to deliver results
  
• Communicate context, data, solution and implications to the team, senior leadership and stakeholders
  
• Own delivery of specific models and products with embedded analytics solutions
  
• Continuously improve models in production while leveraging new techniques and technology
  
• 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 the area of Data Science / Machine Learning specializing in a relevant field such as Probability, Statistics, Machine Learning, Data Mining, Artificial intelligence/Computer Science.
  
• Masters degree in Data Science/Computer Science/ Mathematics/ Statistics
  
• Solid programming skills in Python, ML frameworks (e.g., scikit-learn, tensorflow, nltk, sagemaker), Shell Programming and SQL.
  
• Hands-on experience with GenAI and LLM tools (e.g., LLaMA), including Retrieval-Augmented Generation (RAG), fine-tuning, integration with AWS Bedrock, and secure deployment practices such as managing closed model API key access.
  
• Deep understanding of statistical modelling/machine learning/ data mining concepts
  
• Ability to work independently or in team to solve complex problems and create scalable models/algorithms that will be integrated into Yodlee’s tools and products.
  
• Demonstrated ability to formulate actionable ideas to solve problems faced by product managers & senior leadership then implement those ideas.
  
• Strong analytical and quantitative problem-solving ability
  
• Experience in working with huge datasets and big data technologies.
  
• Hands on experience in and theoretical knowledge of Natural Language Processing
  
• Strong interpersonal and communication skills: ability to tell a clear, concise, actionable story with data, to team members across various levels of the company.
  
• Experience in setting up and using Big Data and Machine Learning infrastructure across leading cloud providers as well as standard ML toolkits.
  

Preferred Qualifications:

• Experience in any one of the following sectors: Wealth Management, Retail Banking, Insurance and Credit Underwriting, Investment Research.
  
• Communicate context, data, solution and implications to the team, senior leaders and stakeholders.
  

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 $160,000 to $200,000.

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