eMoney provides comprehensive financial planning solutions that help advisors bring clarity to complex decisions and deliver more personalized guidance. The company supports over 138,000 financial professionals guiding more than 7 million end clients, with an inclusive, people-first culture that values diverse perspectives and innovation.
Lead product strategy for eMoney's foundational platform capabilities, including data aggregation, APIs, strategic integrations, and AI-native evolution.
Partner with executive and technology leadership to define and execute roadmaps, establish product metrics, and strengthen platform differentiation.
Define AI connectivity strategy, including agentic architectures and emerging standards like MCP, while ensuring governance and protecting proprietary planning intelligence.