Still discovering who we are and who we want to be... - Anonymous employee eMoney Advisor Employee Review

3.0
May 11, 2016
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Talented group of people; energizing new CEO; great benefits; work-life balance; job autonomy; ability to move around the company. eMoney is full of great people who want to do great work - if we can just remove some of the obstacles standing in the way (see Cons & Advice below!), we'd be an amazing 5-star company. Right now we're a solid 3.5.

Cons

Lack of good leadership; lack of overarching goals & direction for departments & company as a whole (hoping this changes with new CEO); lack of females in leadership positions; poor annual review process (hoping this changes with new HR Mgr); lack of team unity between departments; still up for debate if Fidelity acquisition is a pro or con - feels like a lot of our ability to decide our own course with regard to product management is now in the hands of the board @ Fidelity vs. our end-users.

Explore other reviews about eMoney Advisor

5.0
Feb 18, 2026
Recommend
CEO approval
Business Outlook

Pros

Great technology and benefits. Incredibly smart people work here!

Cons

Teams sometimes can feel siloed.

3.0
Feb 26, 2026
Recommend
CEO approval
Business Outlook

Pros

The people are the best part - talented, collaborative peers who care about doing the right thing for clients. The role offers meaningful client exposure, complex problem solving and strong growth in cross functional communication and influence.

Cons

Leadership effectiveness and alignment have been a recurring challenge for the past few years. Communication can feel inconsistent, and key decisions are sometimes shared late, after they are effectively final. There is a strong emphasis on being proactive and client first, but leadership does not always model that same urgency and follow through. As a result, teams sometimes make more headway by collaborating directly with each other rather than relying on leadership channels, and clearer ownership and alignment at the top would reduce challenges and improve execution.

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