eMoney Advisor — 9 open jobs

The Enterprise Retention Marketing Manager is responsible for enterprise client retention, engagement, and long-term value through targeted marketing strategies and programs. This role oversees critical communication…

Asana Automation Marketing Automation React Stakeholder Management +2 skills

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eMoney Advisor

last week

Client Support Specialist

Open 15d Remote

The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams or management when necessary. They handle cases related to at…

CRM Salesforce

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eMoney Advisor

last week

VP, Product Management

Open 15d RemoteC-level

The VP, Product Management role will lead the product strategy for several of eMoney's foundational platform capabilities, including data aggregation, APIs, strategic integrations and the evolution of our platform…

Agentic AI AI API Authentication Cloud +4 skills

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eMoney Advisor

2 weeks ago

VP of Growth Marketing

RemoteC-level

Reporting to the Head of Marketing, the VP of Growth Marketing is a strategic leader responsible for all aspects of demand, marketing operations, and client retention across the marketing organization with the goal of…

AI Automation Business Development Demand Generation Go-to-Market +10 skills

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eMoney Advisor

2 weeks ago

Director of Training

Open 23d Remote

The Director, Training partners closely with the Vice President, Client Service to deliver exceptional client experiences, develop high-impact learning programs, and support client retention initiatives. This role is…

Performance Management Program Management SaaS Succession Planning

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eMoney Advisor

last month

Manager, Development

Open 30d RemoteInternship

The Manager, Development leads the strategic direction and operational execution of multiple software development teams, typically managing a one-to-three-year roadmap horizon. In this role, you collaborate closely…

Agentic AI Agile AI API Big Data +4 skills

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eMoney Advisor

2 months ago

Senior Product Designer

Open 50d RemoteSenior

Senior Product Designer owning end-to-end design for a core product line at eMoney Advisor's wealth-management platform: leading user research, creating high-fidelity prototypes and workflows (Figma/Adobe), and partnering with product and agile engineering teams from concept through delivery.

Agile Design Thinking Figma Information Architecture Interaction Design +3 skills

119K – 156K $

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eMoney Advisor

2 months ago

Senior Client Service Operations Specialist

Open 51d RemoteSenior

The Senior Client Service Operations Specialist supports and administers daily operational processes, systems, and reporting activities for the Client Service organization. This role coordinates tasks and projects…

CRM Power BI Process Improvement Salesforce

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eMoney Advisor

3 months ago

VP, Enterprise Account Management

Open 67d RemoteNorth AmericaC-level

United States

As the Vice President of Enterprise Account Management, you will lead a team to drive revenue growth including upsell/cross-sell, client retention and customer success within the financial services sector by redefining…

Analytics CRM Customer Retention Financial Reporting Performance Management +1 skills

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