Retail Banking Analytics Product Director

Envestnet is seeking a Retail Banking Analytics Product 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: 

We are looking for a motivated and detail-oriented intern to join our Data Science, Analytics & Products team. At Yodlee, 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. The Director – Retail Banking Analytics Products is responsible for driving the development and delivery of high-quality analytics solutions for retail banking clients.  The primary objective for this role will be to ensure the successful development, delivery, and utilization of data analytics to improve decision making processes, enhance operational efficiency, enable personalized user engagement and campaign management, build intuitive digital experience, and drive innovation within the financial services industry.

Job Responsibilities:

• Analytics Product Strategy
  
  • Product strategy for Retail Banking Analytics Products that caters to our retail banking clients’ needs of improved decision-making processes, enhanced operational efficiency, personalized user engagement / campaign management, and seamless digital experience.
    
  • Develop and implement a comprehensive analytics strategy aligned with the company’s overall objectives and tailored to meet the specific needs of the financial services industry.
    
  • Identify emerging trends and opportunities in financial services analytics and integrate ideas into the strategy to stay at the forefront of the industry.
    
  • Collaborate with internal stakeholders, including other product owners, data science, engineering and sales to align analytics initiatives with business objectives.
    
• Requirements Development
  
  • Perform market research to identify potential features to develop.
    
  • Prioritizing features based on their potential impact, technical feasibility, and alignment with objectives.
    
  • Defining user stories for prioritized features to explain desired functionality from an end user’s point of view.
    
• Sales Support
  
  • Stay abreast of industry trends, emerging technologies, and regulatory developments in the financial services sector and share knowledge and insights with team, internal stakeholders, and clients.
    
  • Participate in relevant industry conferences to stay current and network with other providers and clients in the banking analytics industry.
    
  • Educate internal teams on analytics and prepare customer facing sales and support teams to effectively sell and manage bank analytics products.
    
• Program Oversight
  
  • Collaborate with cross-functional teams data engineers and software developers to ensure seamless execution and integration of analytics projects.
    
  • Monitor program progress, manage risks, and communicate updates to internal stakeholders.
    

Required Qualifications: 

• 7+ years relevant experience in banking with strong knowledge of banking operations and processes, user campaign management, digital experience, and regulatory requirements
  
• 5+ years of technology product management experience 
  
• Bachelor’s or master’s degree in a relevant field such as finance, data science, or computer science.
  
• Proven track record of successfully delivering complex projects in a client facing role.
  
• Excellent communication and presentation skills with the ability to articulate complex concepts to both technical and non-technical stakeholders.
  
• Strong business acumen and strategic thinking ability with a keen understanding of how analytics can drive business value in the banking industry.
  

Preferred Qualifications:

• Proficiency in data analytics tools and programming languages such as SQL, Python, R, SAS, and Power BI.
  

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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