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Responsibilities:
- Deliver consultative coaching to guide users through a customized onboarding program.
- Execute onboarding plans, monitor progress, and adjust coaching topics as needed.
- Proactively engage users to re-engage, increase product adoption, and support retention.
Requirements:
- Bachelor's degree and 2+ years of software training or consultancy in FinTech.
- Working knowledge of financial advisory services, learning management systems, and e-learning tools.
- Strong communication, organizational, and problem-solving skills.
Compensation & Benefits:
- Salary range of $65,000 - $85,000 commensurate with experience.
- Eligible for annual bonus, retirement contributions, and health insurance.
- Includes paid time off, sick leave, and parental leave.
eMoney Advisor
eMoney Advisor provides financial planning solutions that help advisors deliver personalized guidance to clients. The company supports more than 138,000 financial professionals, fostering an inclusive, people-first culture that values diverse perspectives and innovation.