eMoney Platform Operations Analyst

Rockefeller Capital Management; Trenton (NJ); On-site; USD 85,000 - 125,000; Full time

Job summary

Rockefeller Capital Management is seeking a Financial Planning Reporting Operations Analyst to support the eMoney platform and the firm's financial planning ecosystem. This role serves as the primary operational contact for eMoney, ensuring data integrity, user provisioning, and issue triage while partnering with technology, advisors, and vendors.

Over time you will cross-train on Solovis Risk Pro and expand your expertise across financial planning, reporting, and investment technology

Qualifications

• Bachelor's degree in Finance, Mathematics, Economics, or related field.
• 3–8+ years in financial services, ideally wealth management or investment ops.
• Direct experience supporting eMoney or similar planning platforms preferred.
• Experience supporting a business app operationally — admin, tickets, provisioning, or tracking.
• Familiarity with custodial platforms (Fidelity/Schwab) and CRM systems (Dynamics/Salesforce).
• Exposure to Solovis, Venn, or BlackRock Aladdin is a plus; cross‑training is required.

Responsibilities

• Serve as primary admin and operational support for eMoney, including user provisioning and issue triage.
• Act as first contact for advisor questions, troubleshooting, and data setup.
• Monitor data quality and integrations across eMoney and connected platforms.
• Manage eMoney support relationships, tickets, and platform releases.
• Partner with tech, PM, vendors, and stakeholders to enhance platform capabilities.
• Develop and deliver training, docs, and best‑practice resources.
• Produce operational reporting and support ad hoc analyses.
• Identify opportunities to streamline workflows and data entry.
• Maintain SOPs and ensure data handling aligns with policies and regulations.
• Cross‑train to provide secondary support for Solovis Risk Pro.

Skills

Analytical skills

Problem solving

Excel

Communication

Attention to detail

Data integrity

Multi-tasking

Education

Bachelor's degree in Finance

Related field acceptable

Tools

eMoney

MoneyGuidePro

RightCapital

Salesforce

Dynamics 365

Job description

Rockefeller Capital Management is seeking a Financial Planning Reporting Operations Analyst to support the eMoney platform and the firm's financial planning ecosystem. This role serves as the primary operational contact for eMoney, ensuring data integrity, user provisioning, and issue triage while partnering with technology, advisors, and vendors.

Over time you will cross-train on Solovis Risk Pro and expand your expertise across financial planning, reporting, and investment technology