
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.
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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.
• Lead the evolution of eMoney Advisor’s engineering organization into an AI-first, product-centric ecosystem. • Redefine how software is built, delivered, and operated by embedding AI and automation across the software development lifecycle. • Partner closely with Product Leadership and other Business leaders to deliver differentiated wealth management and financial wellness solutions. • Ensure development leaders can clearly articulate the customer problem being solved and the business benefits of their work. • Build and scale high-quality, intelligent platforms, systems, and services that are extensible, resilient, secure, and continuously evolving. • Drive engineering strategy and accelerate delivery through AI-enabled practices.
• Bachelor’s degree in computer science or related field (advanced degree preferred). • 15+ years of experience leading large-scale engineering and architecture organizations. • Proven track record of delivering complex, scalable, enterprise-grade platforms in a regulated environment (financial services preferred). • Deep expertise in modern architecture patterns (microservices, APIs, cloud-native, event-driven systems). • Hands-on experience with AI/ML technologies, including generative AI and LLM-based systems, and their application in products and engineering workflows. • Experience driving DevOps, SRE, and platform engineering transformations. • Strong understanding of data architecture, data platforms, and AI integration patterns. • Demonstrated success leading global, distributed teams and driving large-scale organizational change. • Exceptional communication skills with the ability to influence both technical and non-technical stakeholders.
• health insurance • retirement contributions • sick leave • parental leave • paid time off
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