
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.
🔥 37 minutes ago
Where this job comes from
Posted on eMoney Advisor's careers page, not through a job board
First seen by Remote Rocketship 37 minutes ago

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.
• Build monthly, quarterly, and annual marketing plans aligned with budget and revenue growth goals • Lead retention marketing strategies and campaigns to grow product and service adoption, expansion, and client relationships • Develop adoption metrics and KPIs to measure campaign effectiveness • Manage upsell and cross-sell campaigns and improve ROI, conversion, and audience expansion • Identify new media channels, growth strategies, and tactics • Establish measurement methodologies and analyze ROI and success criteria • Oversee marketing operations reporting for demand and retention efforts • Design and execute data strategy, including data enrichment, standardized processes, hygiene, governance, and utilization • Improve marketing agility through documented processes and streamlined workflows • Set performance targets across channels and provide insights to optimize marketing performance • Collaborate with Sales leadership on lead tracking, reporting, handoff, and conversion processes • Support strategic planning, reverse waterfall goal setting, and budget planning with the Head of Marketing • Coordinate with marketing communications, product marketing, and sales enablement/operations on campaign initiatives • Oversee multi-touch nurturing campaigns, landing pages, and content placement • Create and execute digital strategy, including SEO/SEM, LinkedIn and paid social campaigns, and cost-per-lead tactics • Use digital metrics such as site traffic and conversion rates to optimize marketing expenses • Set lead goals and demand-funnel stage/conversion rates and optimize results • Oversee integrated inbound, outbound, and partner marketing campaigns • Oversee events strategy covering tradeshows, webinars, hosted VIP events, and an annual Summit, with performance reporting and ROI focus • Collaborate with sales development and sales to maintain lead-to-revenue processes aligned with business goals and go-to-market strategy • Manage team performance and workforce planning alongside the Head of Marketing • Lead, coach, and inspire demand, events, marketing operations, and retention marketing professionals
• Bachelor’s Degree • 15+ years of B2B demand generation experience • 7+ years of management experience • Strong experience with Eloqua or another marketing automation platform, Salesforce, and Account-Based Technology platforms • Deep expertise in paid acquisition, lifecycle marketing, and conversion rate optimization • Experience with BI platforms such as Looker, PowerBI, and/or Google Data Studios • Experience managing budgets and evaluating hiring needs across the team • Experience working across Marketing, Business Development, and Sales to define and develop scalable revenue-driving business processes • Proven success supporting or collaborating with Enterprise-level Sales and Marketing teams • Familiarity with long-cycle B2B sales motions, account-based marketing strategies, and cross-functional go-to-market execution • Experience integrating AI into marketing strategies is highly preferred • Ability to translate business objectives into marketing goals, KPIs, technical requirements, and executive-level reports • Strong analytical skills and ability to make commercially impactful recommendations based on data • Creative approach to campaign development • Strategic, objective-driven planning and reporting • Ability to multitask and prioritize in a fast-paced, dynamic work environment • Attention to detail and focus on quality results • Strong partnership with sales • Demonstrated experience managing cross-functional teams
• Annual bonus program • Retirement contributions • Health insurance • Sick leave • Parental leave • Paid time off • Inclusive, people-first culture • Equal employment opportunity workplace
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