Description

Envestnet is seeking a passionate and talented Sales and Product Operations Manager to join our Yodlee team. 

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 Product Operations Manager will be responsible for overseeing the operational aspects of product management and business planning, ensuring that product development processes are efficient and effective. This role involves working closely with product managers, engineering, and other cross-functional teams to streamline operations, improve product delivery, and enhance overall product performance. Additionally, the Product Operations Manager will lead business planning activities, including setting objectives, defining key results, and aligning resources to achieve goals.

Job Responsibilities:

Develop and implement operational processes to support product management and development.
Collaborate with product managers to ensure alignment on product goals and priorities.
Monitor and analyze product performance metrics to identify areas for improvement.
Coordinate with engineering and other teams to ensure timely and efficient product delivery.
Manage product documentation, including roadmaps, release notes, and user guides.
Facilitate communication and collaboration between product management and other departments.
Identify and resolve operational issues that may impact product development and delivery.
Support the development and implementation of product strategies and initiatives.
Lead business planning activities, including setting objectives, defining key results, and aligning resources to achieve goals.
Work closely with finance and sales teams to develop and manage budgets, forecasts, and financial plans.
Foster a collaborative environment by facilitating regular cross-functional meetings and ensuring effective communication among stakeholders
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: 

Bachelor's degree in business, engineering, or a related field.
5+ years of experience in product operations, product management, or a related field.
Strong analytical and problem-solving skills.
Excellent communication and collaboration skills.
Ability to work effectively with cross-functional teams.
Proficiency in project management tools and software.
Strong understanding of product development processes and methodologies

Preferred Qualifications: 

MBA or advanced degree in a related field.
Experience in the technology or financial services industry.
Knowledge of agile and lean methodologies.

About Us: 

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.

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 $68,000 to $130,000. 

Envestnet is an Equal Opportunity Employer.

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