
501 - 1000 employés
Fondée en 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor est une entreprise spécialisée dans les logiciels de planification financière. eMoney propose des outils de planification basés sur le cloud ainsi qu'un portail client pour les conseillers financiers, incluant des fonctionnalités telles que l'analyse de Monte Carlo, l'agrégation de comptes, le centre de décision, des résumés de plan, et des intégrations API/agrégation. Leurs produits (Plus, Pro, Premier, Enterprise) soutiennent la planification basée sur les objectifs et les flux de trésorerie, l'engagement client, et les déploiements d'entreprise pour les banques, les courtiers-négociants, et les RIA. eMoney se concentre sur l'amélioration de l'efficacité des conseillers, la satisfaction du client, et la scalabilité des services de planification.
🕒 il y a 1 mois
🗣️🇺🇸🇬🇧 Anglais requis
D'où vient cette offre
Publiée sur la page carrières de eMoney Advisor, pas via un site d'emploi
Repérée par Remote Rocketship il y a 1 mois
Toujours ouverte sur le site de eMoney Advisor. Vérifiée il y a 1 heure.

501 - 1000 employés
Fondée en 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor est une entreprise spécialisée dans les logiciels de planification financière. eMoney propose des outils de planification basés sur le cloud ainsi qu'un portail client pour les conseillers financiers, incluant des fonctionnalités telles que l'analyse de Monte Carlo, l'agrégation de comptes, le centre de décision, des résumés de plan, et des intégrations API/agrégation. Leurs produits (Plus, Pro, Premier, Enterprise) soutiennent la planification basée sur les objectifs et les flux de trésorerie, l'engagement client, et les déploiements d'entreprise pour les banques, les courtiers-négociants, et les RIA. eMoney se concentre sur l'amélioration de l'efficacité des conseillers, la satisfaction du client, et la scalabilité des services de planification.
• Execute the overarching retention marketing strategy for enterprise advisor and home office audiences • Create, optimize, and evolve targeted retention marketing strategies to proactively engage and reactively save strategic business relationships • Support high-profile and sensitive scenarios involving mergers, acquisitions, migrations, and rollouts through campaign messaging and segmentation • Lead select high-profile enterprise initiatives and partner on complex enterprise efforts • Craft and execute advisor communication strategies to foster enterprise engagement and retention • Communicate product enhancements through multi-channel plans for enterprise home offices and advisors • Partner with Client Service Management, Enterprise Account Management, and Sales teams on retention strategies and support • Evolve Communications Resource Center strategy, including content, training resources, and enterprise engagement programs • Represent retention marketing and communication support externally when appropriate • Leverage usage data and client feedback to evaluate program results and optimize strategies • Build relationships with key business partners and lead strategy through execution • Create clear, concise, polished copy aligned with the company’s tone and mission • Manage email campaigns, including layouts, segmentation, design templates, calls-to-action, and content • Adapt plans, strategies, and deliverables to changing business needs • Share knowledge and support less experienced team members
• Bachelor’s degree in marketing, public relations, business management or related field preferred, or equivalent work experience • 6+ years of retention marketing experience, including segmentation and personalization • Experience across email, in-app, and SMS channels • Experience leading complex cross-functional initiatives and influencing stakeholders • Proven success executing data-driven retention and engagement strategies with measurable results • In-depth knowledge of marketing automation tools, preferably Eloqua • Experience using WordPress, Contently, Asana, and Microsoft Office • Experience with eMoney’s application preferred • Advanced understanding of retention marketing and enterprise client engagement methodologies • Ability to balance hands-on execution with strategic planning • Strong stakeholder management and cross-functional collaboration skills • Ability to manage multiple competing priorities in a fast-paced environment • Highly analytical, detail-oriented, and committed to quality and continuous improvement • Exceptional organizational, collaboration, communication, and project management skills • Strong time management skills and experience prioritizing and delegating tasks • Ability to multitask and switch between projects effectively • Technically capable with excellent communication skills
• Inclusive, people-first culture • Diverse perspectives valued • Innovation encouraged • Employees supported in doing their best work • Equal employment opportunity workplace
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