Planning Data Specialist is open at Cas in Philippines (remote). Posted on Oct 29, 2026, and still on Cas’s careers page when we last checked, on Nov 15, 2026.
About the role
You’ll support a U.S. wealth management firm that helps clients grow their net worth toward a work-optional retirement. The firm plans tax and wealth together, so investment, tax, and retirement decisions are made side by side instead of separately. The firm is moving its planning work onto eMoney, and you’ll be the detail-minded specialist who makes that move work. You’ll translate existing client information into…
The opening lines of the posting. The rest is on Cas’s careers page.
Hiring at Cas
Cas has 13 open roles right now, 10 of them remote. Most are in Finance & Trading, Compliance & Legal and Data & Research. See all its roles
