
501 - 1000 employees
Founded 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
Selected: 🆕 Date Added.
🕒 6 days ago
Senior Information Security Engineer securing eMoney’s wealth management platform and AI environments. Managing cloud, network, incident response, compliance, and data protection operations.
🇺🇸 United States – Remote
💵 $115k - $150k / year
⏰ Full Time
🟠 Senior
👮♂️ Cybersecurity / Security Engineer
👻 Ghost score 0%
AWS
Cloud
Firewalls
🕒 September 2
Senior Product Designer improving eMoney Advisor’s wealth management SaaS platform. Leading user-centered design, research, prototyping, and feature delivery across Product and Technology teams.
🇺🇸 United States – Remote
💵 $119k - $156k / year
⏰ Full Time
🟠 Senior
🎨 Product Designer (UI/UX)
👻 Ghost score 0%
🕒 August 27
Lead BI Analyst shaping enterprise analytics, reporting, and AI strategy for eMoney Advisor’s wealth management platform. Advising executives and delivering scalable, governed data solutions.
🇺🇸 United States – Remote
💵 $120k - $156k / year
⏰ Full Time
🟠 Senior
📊 Business Intelligence Developer
👻 Ghost score 0%
🕒 July 30
VP of Enterprise Account Management at eMoney Advisor focusing on client retention and growth strategies. Leading a team to transform client relationships in the financial services sector.
🕒 July 29
Senior Client Service Operations Specialist at eMoney Advisor coordinating daily operations and supporting reporting activities. Leading CRM system management and ensuring data accuracy across cross-functional teams.
🕒 July 29
Client Support Specialist handling customer inquiries and solving issues related to the eMoney platform. Must demonstrate strong problem-solving skills and maintain high call quality.
🇺🇸 United States – Remote
💵 $48k - $61k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💝 Customer Support
👻 Ghost score 6%
🕒 July 28
VP of Growth Marketing managing marketing operations and client retention strategies at eMoney Advisor. Responsible for driving acquisition growth and optimizing marketing efforts.
🇺🇸 United States – Remote
💵 $202.7k - $264.1k / year
⏰ Full Time
🔴 Lead
📈 Growth Marketing
👻 Ghost score 6%
🕒 July 28
Senior Business Intelligence Analyst developing data insights for eMoney Advisor. Collaborating with teams to drive data-driven business decisions and optimize productivity.
🇺🇸 United States – Remote
💵 $103.7k - $131.4k / year
⏰ Full Time
🟠 Senior
📊 Business Intelligence Developer
👻 Ghost score 6%
🕒 July 28
Product Owner at eMoney Advisor, owning product backlog and coordinating cross-functional team deliverables. Leading features and ensuring alignment with strategic business goals through product management roles.
🇺🇸 United States – Remote
💵 $94.1k - $125.4k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
✅ Product Manager
👻 Ghost score 6%
🕒 July 28
Enterprise Sales Executive managing sales activities for growth accounts using the eMoney platform. Responsible for driving net-new revenue with enterprise clients throughout the United States.
🇺🇸 United States – Remote
💵 $135k - $170k / year
⏰ Full Time
🟠 Senior
🔴 Lead
📈 Growth Marketing
👻 Ghost score 6%