
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.
🔥 1 minute ago
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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 a high-performing learning organization that delivers exceptional learning experiences, drives product adoption, and client satisfaction • Develop and execute the learning strategy, including scalable onboarding, enablement, certification, and training programs • Continuously enhance curriculum, delivery methods, learner performance, and business outcomes • Optimize the client learning journey, streamline processes, and implement scalable tools, technologies, and cross-functional solutions • Oversee the Learning Management System and leverage technology-driven solutions and instructional design principles • Establish curriculum governance and instructional standards aligned with adult learning principles, product strategy, client needs, and organizational objectives • Establish and monitor KPIs, productivity measures, goals, and learning effectiveness metrics • Use client, learner, and employee feedback to improve learning content, communications, and programs • Serve as the senior escalation point for complex client learning and training issues • Lead the Learning Community of Practice and related initiatives • Maintain expertise in eMoney products, systems, processes, and policies • Partner with senior leadership and cross-functional stakeholders on learning performance, client trends, program effectiveness, risks, opportunities, and business insights • Coach and develop team leaders and learning professionals through performance management, career development, succession planning, and structured development programs • Perform other duties as assigned
• Bachelor’s degree in Education, Instructional Design, Adult Learning, Organizational Development, or a related field; or an equivalent combination of education and relevant professional experience • 5+ years of people leadership experience, including demonstrated experience leading managers, team leaders, or multidisciplinary learning teams • 10+ years of progressive training, Learning & Development, and/or customer education experience • Strong understanding of financial terms and concepts • Demonstrated knowledge of instructional design methodologies, adult learning principles, curriculum development, and learning effectiveness practices • Working knowledge of financial advisory services is a plus • Ability to travel up to 15% • Extensive experience designing, scaling, and leading learning, coaching, and enablement programs within a SaaS environment • Strong understanding of client success, professional services, and learning best practices • Experience leading teams that deliver learning services directly to clients • Exceptional leadership, coaching, and relationship-building skills • Strong knowledge of learning and development trends • Ability to thrive in a fast-paced environment, adapt to changing priorities, exercise sound judgment, and drive timely decision-making • Ability to balance urgency, quality, client needs, and organizational priorities • Highly organized, detail-oriented self-starter able to manage multiple priorities and initiatives simultaneously • Outstanding verbal, written, and interpersonal skills • Strong leadership and change management skills • Strong client advocacy mindset and deep understanding of customer service principles, client engagement, and success best practices
• Annual bonus program • Retirement contributions • Health insurance • Sick leave • Parental leave • Paid time off
Apply Now🔥 34 minutes ago
501 - 1000
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