Principal Director, Credit & Analytics Solutions Consulting

Envestnet is seeking a passionate and talented Principal Director, Credit & Analytics Solutions Consulting to join our Solutions 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 Principal Director, Credit & Analytics Solutions Consulting 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 the

Job Responsibilities:

• Oversee Solutions Consulting for Credit and Analytics throughout the sales cycle, collaborating with Sales channel leaders to identify and address prospects' business goals, needs, and challenges.
• Lead strategic consulting engagements for all aspects of credit and analytics solutions after initial implementation of Yodlee products.
• Bridge client requirements to our credit and analytics products and solutions, informing actionable business strategies (e.g., lending, product planning, marketing segmentation).
• Communicate client, prospect, and market demands for improved or new requirements to the Product teams.
• Conduct thorough market analysis of financial data, identifying key themes and patterns useful to our clients.
• Support product-market fit for Credit Solutions across the credit life cycle, including origination, underwriting, revenue & risk forecasting, and collection.
• Support product-market fit for Analytics Solutions, spanning enterprise-focused data and analytics as well as consumer-facing solutions.
• Develop optimal product compositions, features, pricing, and partnership structures.
• 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, assessing potential solutions to ensure client requirements are captured and implemented in the platform.
• Identify and document data analytics and insights opportunities, working with other business units to prioritize new insight features that address client issues or feedback.
• Leverage business acumen, analytical skills, and financial knowledge to help Yodlee deliver decision intelligence tools and insights to credit and analytics professionals.
• Support RFI/RFP responses and manage process improvements 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.
• 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 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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