eMoney 360 Pro
Every day, financial advisors are challenged to better serve and advise their clients—clients, who are educated, have access to multiple advisors and who seek high levels of service.

Every day, financial advisors are challenged to better serve and advise their clients—clients, who are educated, have access to multiple advisors and who seek high levels of service.

eMoney Advisor was founded in 2000 with a mission to help financial advisors maximize their client relationships. The Company prides itself on its “by advisors, for advisors” approach, and as a result, has developed a unique combination of technology and support services that are focused on the advisor’s success.

eMoney Advisor is located 30 minutes Northwest of Philadelphia, in Conshohocken, PA. The company is composed of small teams of highly trained specialists including:

  • Software Developers
  • Quality Assurance Testers
  • Operations
  • Customer Support and Training
  • Marketing and Graphic Design

The team at eMoney prides itself on its innovative spirit and entrepreneurial beginnings. The company’s flat structure allows each person to have input into projects, coming together to share in the success of a project well-done.

eMoney has grown to over 120 people today. eMoney now claims nine of the 15 largest U.S. life insurers and three of the six largest U.S. broker-dealers among its clients. About 16,000 financial advisors offer eMoney products, up from 6,000 last year. The assets administered by its unique wealth management system equal more than $100 billion daily. Today, eMoney continues to grow and attract media attention. It has been covered in a host of prestigious publications including the New York Times, Wall Street Journal, USA Today, Time Magazine and Forbes.

eMoney Advisor offers a fast-paced, highly collaborative work environment that is focused on using the latest technology for the financial planning services industry. Competitive compensation and benefits helps attract some of the best talent in the industry.

Contact eMoney Advisor today for more information on our current career opportunities.

Territory Sales Manager

Join the leading provider of wealth management software for financial advisors! Come join one of the fastest growing technology companies in the financial services industry and a talented, high performance sales organization.

Available Territories: Los Angeles

The Territory Sales Manager is responsible for developing and growing the company’s presence with financial advisors throughout the sales region.

  • Consistently achieve monthly, quarterly and annual sales targets
  • Provide maximum sales coverage of all qualified sales targets within sales region
  • Lead sales effort for maximum revenue generation, market share growth and competitive wins at strategic accounts
  • Excel at all core sales functions, including time and territory planning, group presentations, and key accounts penetration
  • Formulate effective sales strategies that maximize your ability to sell our products to qualified financial advisors and their offices in your territory
  • Keep your activities updated in CRM to ensure visibility of the pipeline to management for timely and accurate forecasting and business planning
  • Adopt and adhere to the company’s sales methodology so as to leverage sales best practices and facilitate communications with other members of your sales team
  • Develop strong relationships with partner firms to grow and support the company’s overall presence and reputation
  • Provide timely field feedback to allow the company to continuously improve its product capabilities and marketplace messaging
  • Maintain a high degree of communications and transparency in all aspects of your sales efforts through both written and verbal status updates
  • Demonstrate the company’s wealth management solution via the Web and in-person
Desired Skills & Experience:
  • 4-6 years of quota-carrying technology or financial services sales experience
  • Extensive experience with selling web-based (SaaS) products or services to financial advisors
  • Proven track record of over-achieving quarterly and annual quota
  • Take-charge personality with the ability to set priorities and perform tasks with minimal guidance
  • Demonstrated success in accurately forecasting quarterly targets
  • Proven ability to learn and apply use of an effective sales methodology
  • Experience in successfully managing the sales process from a lead to an opportunity at the leadership level
  • Solid understanding of wealth management technologies used by financial advisors
  • Strong computer and written skills for effective internal and external communications
  • Team player.
Preferred Experience:
  • Success with selling to financial advisors and broker dealers
  • Proven success in quota achievement and ability to use strong computer skills to handle sophisticated Office of Finance sales cycles
  • Ability to sell both into mid-market accounts as well as Global 2000 accounts
  • High energy self-starter seeking an entrepreneurial environment where his or her contributions make a difference
  • Team player willing to leverage expertise of presales and services teams and work cooperatively with all departments
  • Disciplined selling approach and ability to act as the CEO of his or her territory- organizing seminars and symposiums with the assistance of headquarters staff

To apply, please email your cover letter and resume to markc@emoneyadvisor.com.

Senior Interactive/Multi Media Designer

The position is part of a team of professional graphic designers and web designers in the eMoney Marketing Department. This position provides an opportunity for the selected candidates to apply his/her Interactive, graphic design and web design expertise to design and produce a broad range of finished products. Finished production includes a wide variety of formats and delivery vehicles, including: hardcopy and electronic publications and briefings, web site design, interactive multimedia and videos.

  • 5+ years experience with a BFA in Graphic Design, Visual Communications, Computer Graphics, Multimedia, or Illustration.
  • Demonstrated excellence in graphic design skills and a high degree of innovation through the professional portfolio
  • Excellent analytic thinking and creative problem solving skills for visual information design
  • Strong interpersonal and communication skills
  • The ability to function effectively as part of a multidisciplinary team
  • The stamina to produce high-quality graphics in a fast-paced work environment. The ability to perform several tasks concurrently, and meet deadlines
  • Proficiency with state-of-the-art software to produce accurate and innovative graphic design; and ability to quickly learn and integrate new tools and technologies to meet customer needs
  • Willingness to complete projects outside of normal working hours, when necessary
  • Promptness and dependability
  • Display initiative in creative problem solving and seeking a thorough understanding of deliverable objectives
  • Support new business development efforts by providing high-impact visual effects to sales presentations and sales proposals
  • Exhibit skills in highly collaborative communication and an open mind to traditional web, print, and interactive approaches being challenged
  • P.C. based environment. This position will have the choice of working on a MAC computer or P.C.
  • Expert knowledge of Adobe Creative Suite – Photoshop, Illustrator, Flash, Dreamweaver (You should be able to hand code) and InDesign
  • Advanced front end knowledge - X/HTML, CSS and JavaScript/jQuery
  • Ability to hand code without a WYSIWYG editor
  • Comfortable integrating the front end in with back end technologies such as PHP and ASP
  • Advanced Flash and ActionScript 3 skills
  • Ability to work with and develop document classes and classes
  • Comfortable working without timelines
  • Strong sense of design and its application to UX, cross browser compatibility and accessibility
Must live within driving distance to Conshohocken.

To apply, please provide resume and link to portfolio samples to markc@emoneyadvisor.com.

Customer Service

We are currently seeking qualified individuals for the position of Associate Account Executive within our Customer Service Department. As an Associate Account Executive, you will provide support to licensed users of eMoney Advisor’s software by answering their questions and providing great customer support. Various shifts are available.

  • Answer inbound inquires from licensed users regarding functionality of eMoney Advisor software
  • Troubleshoot any technical issues via phone and email regarding eMoney Advisor software
  • Document all interactions with licensed users in appropriate database
  • Perform other duties as assigned
  • Bachelor’s Degree and/or prior experience in a Customer Service position
  • Proficient with Microsoft Office tools such as Word, Excel and Outlook.
  • Excellent communication skills and interpersonal skills
  • Ability to prioritize issues
  • Ability to learn quickly and be resourceful
  • Detail-oriented and organized
  • Strong multi-tasking skills
  • Works well in a team environment

To apply, please email your cover letter and resume to markc@emoneyadvisor.com.

Data Entry Associate

Initial responsibilities primarily include data entry of Advisors' confidential client information into the eMoney platform. Interaction with clients to review case data entered will occasionally be required. Reports to Professional Services Supervisor.

  • Enters data into Financial Planning Applications on behalf of our advisor Customers
  • Documents data entry services performed into CRM and Department Templates
  • Communicates directly with Customer regarding data entry services performed when necessary
  • Provides brief system overview training when necessary
  • Other duties as assigned
  • High School Diploma required
  • Strict adherence to any and all Customer Privacy issues is mandatory
  • Ability to work in a collaborative, team-oriented environment
  • Excellent organizational and time management skills
  • Results orientation with the drive to succeed
  • Must possess excellent data entry skills, Working knowledge of Microsoft Office programs
  • Must be able to strictly adhere to confidential information policies and procedures
  • Comfortable with administrative web based software tools
  • Ability to interact with eMoney's clients on a professional and informative level
  • Normal office environment
  • Results orientation with the drive to succeed
  • Must possess excellent data entry skills
  • Must be able to strictly adhere to confidential information policies and procedures

To apply, please email your cover letter and resume to markc@emoneyadvisor.com.

Current Opportunities
  • Data Entry Associate
    Posted 7/18/2012
  • Senior Interactive/Multi Media Designer
    Posted 4/5/2012
  • Territory Sales Manager
    Posted 4/5/2012
  • Customer Service
    Posted 12/10/2010