Financial Planning Operations Analyst

Cerity Partners•New York, NY

2d•Remote

About The Position

We are searching for a motivated individual with a financial planning/wealth management background with a specific interest in financial planning software. This role helps shared services financial planning personnel and wealth management client servicing teams. In addition, it undertakes support functions to ensure that the operations and financial planning tools (primarily eMoney) are used in an efficient and consistent fashion.

Requirements

Bachelor’s degree
5 or more years of experience in wealth management/financial planning
Microsoft Office: Outlook, Word, Excel, Power Point
General financial services industry knowledge
Focused on financial planning (FP) and working toward the CFP® designation
Advanced level of knowledge in eMoney FP software
Familiarity with MoneyGuide Pro FP software
Can work effectively in a remote/virtual environment, with a distributed team
High attention to detail
Strong organizational skills
Clear communication abilities
Applicants must be authorized to work for any employer in the U.S.

Responsibilities

Become a super-user in the financial planning software, eMoney
Provide training to new users and users converting from different financial planning tools
Support advisor/planning teams by answering questions and troubleshooting issues
Stay up to date on the custom eMoney environment and new features
Work with custodians and client performance reporting systems representatives to resolve tech issues for users
Maintain written procedures on all aspects of this position and work to continuously improve processes and increase efficiency
Create training materials and Power Point presentations as needed
Help manage cost efficient list of eMoney users, and support with onboarding and offboarding
Provide support to the internal financial planning resource in one or more areas of expertise