eMoney & Financial Planning Operations Analyst

Rockefeller Capital Management; Hamilton (NJ); Hybrid; USD 85,000 - 105,000; Full time

Job summary

Rockefeller Capital Management seeks a Financial Planning Reporting Operations professional to support the firm's financial planning tech ecosystem. You will serve as the primary operational contact for eMoney, ensuring advisors have the platform support, reliable data, and tools needed to deliver financial planning services to clients.

The role collaborates with advisors, technology teams, project managers, and vendors to maintain platform health, drive adoption, and expand expertise across

Qualifications

• Bachelor's degree in Finance, Mathematics, Accounting, Economics, Statistics, Data Analytics, Business, or a related field.
• 2-5+ years of experience in financial services, ideally in wealth management, investment operations, financial planning support, or a client-servicing technology role.
• Direct experience supporting eMoney or a comparable financial planning platform, such as MoneyGuidePro or RightCapital, is strongly preferred.
• Experience supporting a business application or software platform operationally, including system administration, ticketing, user provisioning, or issue tracking.
• Familiarity with custodial platforms such as Fidelity or Schwab and CRM systems such as Microsoft Dynamics 365 or Salesforce.
• Exposure to portfolio analytics or risk platforms such as Solovis, Venn, or BlackRock Aladdin is a plus; willingness to cross-train is required.

Responsibilities

• Serve as the primary administrator and operational support partner for eMoney, including user provisioning, permissions, platform configuration, integrations, and production issue triage.
• Act as the first point of contact for advisor questions, troubleshooting, and escalations related to eMoney functionality, plan-building, and client data setup.
• Monitor data quality and system integrations across eMoney and connected platforms, identifying and resolving reconciliation breaks, sync failures, and other data issues.
• Manage the relationship with eMoney support and account management teams by logging tickets, tracking resolutions, and staying current on platform releases and known issues.
• Partner with technology, project management, vendors, and business stakeholders to evaluate enhancements, support upgrades, and improve platform capabilities.
• Develop and deliver training, documentation, and best-practice resources to increase advisor proficiency, adoption, and self-service.
• Produce operational reporting on platform usage, ticket activity, resolution times, and data quality exceptions, and support ad hoc analysis requests.
• Identify opportunities to streamline workflows, reduce manual data entry, and improve the advisor and client experience.
• Maintain standard operating procedures and ensure platform configuration and client data handling align with firm policies and applicable regulatory requirements.
• Cross-train to provide secondary support for Solovis Risk Pro, including user access, integration monitoring, issue triage, documentation, and advisor assistance.

Skills

Analytical skills

Problem solving

Excel

Financial planning knowledge

Data management

Attention to detail

Communication skills

Multi-tasking

Platform learning

Education

Bachelor's degree in Finance/Math/Accounting/Economics/Statistics/Data Analytics/Business or related field

Tools

eMoney

MoneyGuidePro

RightCapital

Fidelity

Schwab

Dynamics 365

Salesforce

Solovis

Venn

BlackRock Aladdin

Job description

Rockefeller Capital Management seeks a Financial Planning Reporting Operations professional to support the firm's financial planning tech ecosystem. You will serve as the primary operational contact for eMoney, ensuring advisors have the platform support, reliable data, and tools needed to deliver financial planning services to clients.

The role collaborates with advisors, technology teams, project managers, and vendors to maintain platform health, drive adoption, and expand expertise across