Senior Program Manager

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eMoney Advisor

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Work with Enterprise partners to determine feature set needs • Understand business needs, and gather and interpret functional and technical requirements • Understand technical details concerning how our software works and the problems they solve for our clients • Provide program management support for complex integration and custom development efforts • Write functional requirement documents for Product Owners who break down the requirements into user stories for SCRUM teams • Mentor and train Program Managers • Identify and engage all key stakeholders, contributors, business and technical resources required for projects and ensure contributors are motivated to complete tasks within the parameters of the project plan • Work with Development to communicate partner needs and strategize on how to incorporate the needs into the existing platform • Collaborate with business owners, financial planners and software engineers in the design and development of financial planning software • Work with Software Engineering and Quality Assurance to ensure software implementations meet partner business requirements • Work with Software Engineering and Quality Assurance to configure and test enterprise-specific software installations • Support QA with direction, support and writing of test cases in the areas of auditing and testing • Serve as Technical Support liaison to Customer Service regarding issue tracking and problem resolution • Be the single point of contact between the Enterprise partner and internal team • Work with PMO to coordinate resources between engineering, QA and self for the duration of the project • Manage the project life cycle to ensure comprehensive, timely and high-quality outcomes for software project delivery • Serve as informal project manager and communicate with both internal and external partners with project status and weekly status reports • Serve as the point person and be on-call during the product release • Review contracts pertaining to software functionality and write statements of work for custom partner work • Remain current on technical and professional developments affecting areas of responsibility

🎯 Requirements

• Bachelor’s degree in Computer Science or related field or equivalent experience required • 6+ years’ experience in a combination of program management, business analysts, project management and/or software application development in the financial services industry

🏖️ Benefits

• This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program • retirement contributions • health insurance • sick leave • parental leave • paid time off