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: Columbus, Dallas, New York, and San Francisco

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 charliec@emoneyadvisor.com.

3-D Motion Graphics Designer

The position is part of a team of professional graphic designers in the eMoney Marketing Department. This position provides an opportunity for the selected candidate to apply his/her motion graphic 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 3D animation.

Duties/Responsibilities:

• Design and develop broadcast-quality HD animation and video presentations (3D and 2D) and marketing materials
• Contribute to the creative team on various phases of projects from concept through production
• Ability to produce animations from scripts to storyboard to completion
• Ability to work independently through a project life cycle as well as a team member to portions of projects
• Video editing; key framing, color and sound correction
• Work on multiple projects concurrently as required
• Handle changing priorities and other duties as assigned
• Work in a professional and organized manner
• Maintain file structure and organize project materials

Required Skills/Knowledge/Experience:

• Bachelor's Degree in Animation, Graphic Design, Computer Science or a related field
• Strong portfolio of motion design work that demonstrates creative flair
• Minimum of 5 years experience
• Proficient knowledge of Adobe CS5 Production Suite: After Effect, Premiere, SoundBooth, Flash, Photoshop, Illustrator, Media Encoder, Encore...
• Proficient knowledge of Autodesk 3DS Max 2011 (knowledge of V-Ray rendering system a plus)
• Working knowledge of ActionScript 3 and/or 2
• Understanding of the latest audio and video compression techniques for the web
• Video capability: Animation, effects or re-editing
• Experience with HTML/Javascript/XML a plus
• Good communication skills and ability to work closely with others

Must live within driving distance to Conshohocken.

To apply, please provide resume and link to portfolio samples and demo reel to annet@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.

Responsibilities:

• 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

Requirements:

• 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 annmariel@emoneyadvisor.com.