eMoney Subject Matter Expert

Company Overview

Bridgenext is a digital consulting services leader that helps clients innovate with intention and realize their digital aspirations by creating digital products, experiences, and solutions around what real people need. Our global consulting and delivery teams facilitate highly strategic digital initiatives through digital product engineering, automation, data engineering, and infrastructure modernization services, while elevating brands through digital experience, creative content, and customer data analytics services.

Don't just work, thrive. At Bridgenext, you have an opportunity to make a real difference - driving tangible business value for clients, while simultaneously propelling your own career growth. Our flexible and inclusive work culture provides you with the autonomy, resources, and opportunities to succeed. 

Position Description

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. The work includes:

• 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

Must Have Skills:

• 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

Preferred Skills:

• 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

Professional Skills:

• 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 

Bridgenext is an Equal Opportunity Employer

US citizens and those authorized to work in the US are encouraged to apply

#LI-MA1

#LI-REMOTE