eMoney Subject Matter Expert

Bridgenext Digital Engineering • ,

23h • Remote

About The Position

Bridgenext is supporting a large fee-only RIA (multi-office, grown through acquisition) as it consolidates several financial planning tools onto eMoney and designs the integration between eMoney and the firm’s advisor workspace. A design phase is underway with a Bridgenext project manager and product owner in place. We are adding an eMoney SME for platform depth — first for a design workshop with eMoney’s team in late August, then into implementation. We need someone who has configured eMoney, migrated firms onto it, and knows the practical trade-offs.

Requirements

• 3+ years hands-on eMoney experience — implementation consultant, platform administrator at an RIA or broker-dealer, eMoney employee, or planning-technology lead
• At least one migration onto eMoney from another planning platform
• Working knowledge of eMoney’s platform components: Foundational and Advanced Planning, Decision Center, client portal, Vault, aggregation, and office/user administration
• RIA or wealth-management operating context — advisor workflows, client segmentation, custodial relationships
• Comfortable in client workshops and able to give a direct opinion when the design calls for it
• Solid written, verbal, and presentation communication skills
• Strong team and individual player
• Maintains composure during all types of situations and is collaborative by nature
• High standards of professionalism, consistently producing high quality results
• Self-sufficient, independent requiring very little supervision or intervention
• Demonstrate flexibility and openness to bring creative solutions to address issues

Nice To Haves

• Experience with eMoney Access APIs or enterprise integrations
• Exposure to Envestnet Tamarac or Salesforce-based advisor desktops
• Experience at a firm that consolidated tools after acquisitions
• CFP® or para-planning background

Responsibilities

• Supporting the eMoney design workshop — translating the target-state design into eMoney configuration decisions: plan types, templates, advisor workflows, office and permission structure, client portal setup
• Advising on the migration approach — what moves cleanly from legacy planning tools (MoneyGuide, NaviPlan, RightCapital), what has to be re-created, and how to tier the migration by client segment
• Helping design segment-tiered planning delivery — self-service and centralized-desk planning for smaller clients, standardized advisor-led planning mid-tier, advanced planning for complex households — and mapping each tier to eMoney capabilities
• Informing the API and integration design — what the eMoney Access APIs support in practice, where the platform’s boundaries are, and how eMoney’s implementation and data-migration services teams typically engage
• Reviewing estimates against real-world benchmarks — hours per plan rebuild, portal adoption, aggregation maintenance, training effort

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed