Remote FP Operations Specialist, eMoney Expert
Remote / Online - Candidates ideally in
New York, New York County, New York, 10261, USA
Listed on 2026-06-15
New York, New York County, New York, 10261, USA
Listing for:
Cerity Partners LLC
Remote/Work from Home
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Cerity Partners LLC is seeking a Financial Planning Operations Analyst to join their remote team in New York City. The role demands a motivated individual with a background in financial planning and wealth management, focusing on eMoney software.
Your key responsibilities will include becoming a super-user of eMoney, providing training to users, and supporting advisor teams in troubleshooting issues. Candidates should possess a bachelor’s degree and a minimum of five years of relevant experience.
The compensation for this role is set at $90,000, accompanied by an array of benefits including health coverage starting from day one, a flexible PTO policy, and a 401(k) plan with a 4% match.
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