Balancing the Grind with Tim Poskitt, ANZ Country Manager at Envestnet | Yodlee

Tim Poskitt is the ANZ Country Manager at Envestnet | Yodlee, a leading data aggregation and data analytics platform for digital financial services.

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1) To kick things off, could you tell us a little about your career background and current role?

I currently lead the ANZ operations for Envestnet | Yodlee as its ANZ Country Manager. I’ve been in the role for just over two years and before that held a number of leadership roles within data and analytics.

Before moving to Australia 8 years ago, I worked across investment and corporate banking in the UK for over ten years. A key role for me was with HSBC where I worked on setting up a new commodities trading capability. 

2) What does a day in your life look like for you? Can you take us through a recent workday?

I’m a very early riser and my day always starts with some sort of exercise, whether it be ocean swimming or a spin class –something to get the blood pumping before the workday begins.

I usually start work between 7:30 and 8 a.m., depending on whether I work from home or commute to the office. This varies, but I try to be in the office at least three days a week. Every day is different for me, I might oversee a go-to-market plan for the week, or I might be on calls with our US / European teams on strategic planning.

Typically, there will be a number of customers or product meetings with the team and I try to have a regular cadence of meetings with our global executives and leadership team. 

3) Does your current role allow for flexible or remote working? If so, how does that fit into your life and routine? 

Envestnet | Yodlee encourages the team to come into the office two or three days a week and gives preference to face-to-face meetings over virtual meetings where possible.

Even before the pandemic, Envestnet | Yodlee allowed for flexible working, being such an international company, but we recognise the importance of bringing back in-person collaboration within the organisation to create a strong team culture  

4) What does work-life balance mean to you and how do you work to achieve that goal?

Naturally, the COVID-19 pandemic changed everything in terms of how we work. I believe the key to not letting work consume you is to take responsibility for managing your own time.

Envestnet | Yodlee is a global company so evening calls are an unavoidable part of the role, but I make it a priority to work my own time around customer demands. The pandemic meant people started working longer hours so enforcing and respecting your own boundaries when it comes to work life balance is important.   

5) In the past 12 months, have you started or stopped any routines or habits to change your life? 

As I mentioned, the pandemic changed the game when it comes to work life balance. People are working longer and more intense hours, so you really need to find ways of not letting your work consume you.

Fitness is a big priority for me, so incorporating habits like walking meetings has been a great way to avoid getting stuck at my desk. Otherwise, prioritising fitness has been another effective way of maintaining my health and my mental and physical strength.

6) Do you have any favourite books, podcasts or newsletters that you’d like to recommend?

I tend to listen to a lot of fintech oriented podcasts and audiobooks. One of my favourite podcasts at the moment is The High Performance, which offers a lot of sound advice for industry leaders across all industries.

Other podcasts I enjoy include 11:FS and WeMoney, both fintech podcasts. I also read two regular newsletters, Marcel Van Oost’s Daily FinTech Newsletter and Letter of Intent provide a great platform for keeping across industry news, concisely.

I also love listening to audiobooks. I would recommend Blinkist, which is a platform that summarises books: ideal for time poor professionals who need to consume a lot of content in a timely manner. I also recommend productivity books including The 5AM Club, My Morning Routine and Atomic Habits

7) Are there any products, gadgets or apps that you can’t live without?

I use stock trading platforms like Stake and Raiz as well as anything that makes fitness more convenient, such as products by PRX Fitness

8) If you could read an interview about work-life balance by anyone, who would that be?   

I’m a big fan of Sir Alex Ferguson, the former Scottish football manager – most famous for managing Manchester United. The way he went out of his way to build rapport within his team, his management style, leadership techniques and his ability to understand how people think is inspiring. 

9) Do you have any last thoughts on work, life or balance that you’d like to share with our readers?

I believe it’s very important to own your day, own your time and don’t get consumed by work and the Zoom world. The pandemic, for all its challenges, has presented us with opportunities never seen before. Make it work for you. If you have the opportunity to work elsewhere, do so. If the opportunity to experience something new presents itself, take it. 

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About Author

Hey there! I'm Hao, the Editor-in-Chief at Balance the Grind. We’re on a mission to showcase healthy work-life balance through interesting stories from people all over the world, in different careers and lifestyles.