Financial Planning Operations Analyst
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.
Primary Responsibilities:
As a member of the Operations team your responsibilities would include the following activities:
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
Required Qualifications:
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
Compensation:
$90,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
· Health, dental, and vision insurance – day 1!
· 401(k) savings and investment plan options with 4% match
· Flexible PTO policy
· Parental Leave
· Financial assistance for advanced education and professional designations
· Opportunity to give back time to local communities
· Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Primary Responsibilities:
As a member of the Operations team your responsibilities would include the following activities:
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
Required Qualifications:
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
Compensation:
$90,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
· Health, dental, and vision insurance – day 1!
· 401(k) savings and investment plan options with 4% match
· Flexible PTO policy
· Parental Leave
· Financial assistance for advanced education and professional designations
· Opportunity to give back time to local communities
· Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.