
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: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🕒 2 days ago
Advisory Database Administrator maintaining highly available SQL infrastructure for eMoney’s financial planning solutions. Leading Production database reliability, performance, recovery, automation, and DBA mentorship.
🇺🇸 United States – Remote
💵 $139k - $170k / year
⏰ Full Time
🟠 Senior
🔴 Lead
📀 Database Administrator
👻 Ghost score 0%
🕒 6 days ago
Client Success Coach helping financial advisors adopt eMoney’s financial-planning platform. Delivering consultative onboarding, coaching, and scalable learning programs to improve product usage and retention.
🇺🇸 United States – Remote
💵 $65k - $85k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🏆 Customer Success
👻 Ghost score 0%
🕒 October 8
VP leading demand generation, marketing operations, and retention for eMoney’s financial planning solutions. Driving acquisition, expansion, digital campaigns, analytics, and revenue growth.
🕒 October 7
Client Support Specialist supporting financial advisors using eMoney’s financial planning platform. Resolving customer issues across calls, chats, and email while providing technical and planning support.
🇺🇸 United States – Remote
💵 $48k - $61k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💝 Customer Support
👻 Ghost score 0%
🕒 October 7
VP leading eMoney's financial-planning platform, data aggregation, APIs and AI strategy. Shaping secure agent connectivity and managing senior product leaders.
🕒 September 30
Director of Training leading scalable learning, onboarding, and client education programs for eMoney’s financial planning software. Driving product adoption, client satisfaction, and organizational effectiveness.
🕒 September 29
Enterprise retention marketing manager driving client engagement and retention for eMoney’s financial planning solutions. Leading targeted campaigns, product communications, and strategic enterprise initiatives.
🕒 September 23
Development Manager leading software teams and multi-year technology roadmaps at eMoney Advisor. Delivering scalable financial planning software through Agile leadership, innovation, and talent development.
🇺🇸 United States – Remote
💵 $151k - $194k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
👔 Manager
👻 Ghost score 0%
🕒 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 2%
🕒 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.