eMoney Advisor

501 – 1 000 Қызметкерлер

eMoney Advisor develops cloud-based financial planning software for financial advisors. Its platform combines goals-based and cash-flow planning with tools such as Monte Carlo analysis, account aggregation, plan summaries, and a client portal to support advisor-client collaboration. Product tiers serve independent practices as well as banks, broker-dealers, and registered investment advisors, with integrations that support broader deployments. The company works in financial technology and B2B SaaS.

Компаниядағы жұмыс орындары

Client Success Coach

Coach financial advisors as they adopt eMoney’s financial planning platform. Lead consultative onboarding and scalable learning programs to support product use and retention.

2 апта бұрын

Америка Құрама Штаттары

65 000 $ – 85 000 $ / жыл

Қашықтан Толық жұмыс күні Кіші маман Орта деңгей Қажетті Тіл: ағылшын тілі Клиенттер табысы жөніндегі менеджер Клиенттердің табысы

Сипаттама

Build users’ knowledge of the eMoney platform and support broader adoption.
Create and deliver learning programs that can scale.
Guide financial advisors through consultative onboarding and tailored coaching as they implement the platform.
Run onboarding programs, track progress and advisor satisfaction, and adapt coaching topics as needed.
Stay current on platform features for newly launched clients and partners.
Motivate users to complete coaching programs and reconnect with those who become inactive.
Keep users on track through regular communication and additional product learning opportunities.
Contribute to focused engagement efforts that strengthen retention through platform adoption.
Surface usability, process, and technical issues to leadership.
Support onboarding for large enterprise firms.
Help maintain department documentation and take on other assigned duties.

Талаптар

Bachelor’s degree in computer science, education, or information technology, or equivalent work experience.
At least two years of software training or software consulting experience in FinTech, with a focus on adult learning principles.
Working knowledge of learning management systems and e-learning tools.
Familiarity with financial advisory services is preferred.
Working knowledge of financial terms and concepts.
Willingness to travel 0–5%.
Strong verbal and written communication and interpersonal skills.
Ability to communicate effectively with technical and nontechnical audiences.
Problem-solving skills suited to a collaborative environment focused on innovation and excellence.
Ability to adapt to change and competing demands.
Creativity in designing coaching solutions.
Strong organization and attention to detail.
Ability to work with people at all organizational levels.
Strong understanding of financial instruments, planning methods, and the financial industry.
Ability to understand and explain technical, industry, and product-specific concepts.
Proficiency with Microsoft Office, including PowerPoint, Excel, and Word.
Proficiency with Salesforce.

Артықшылықтар

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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51 – 200 Қызметкерлер

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Client Success Coach

Coach financial advisors as they adopt eMoney’s financial planning platform. Lead consultative onboarding and scalable learning programs to support product use and retention.

Сипаттама

Талаптар

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