Operations Manager

MONETA is a national Registered Investment Advisory Firm focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, which demonstrates our ability to evolve to meet the needs of those we serve.

Our Partner team is seeking a dynamic and experienced Operations Manager to oversee and optimize our team.  We seek a selfless leader who is organized, detail-oriented, able to multi-task, and is proficient in people management.  As Operations Manager, you will be responsible for ensuring efficient and effective daily operations, managing team performance, and implementing strategies that drive operational excellence.  This role requires strong leadership skills, a strategic mindset, and the ability to analyze and improve business processes to achieve partner team goals. 

Essential Responsibilities

• Supervise Client Service Managers
• Conduct performance reviews, assist leadership with compensation discussions
• Provide daily supervision, acts as a mentor and assists with career path development
• Drive productivity by standardizing work and creating & documenting efficient processes and procedures
• Delegate tasks to team members to achieve deadlines
• Determine and adjust client workloads when necessary
• Develop and facilitate training for the team
• Technology liaison, subject matter expert for systems and how they affect the team and clients
• Facilitate communication between Partner, Advisors, and Client Service Managers
• Serve as the team’s representative on corporate projects and initiatives where appropriate
• Ensure adherence to firm compliance guidelines
• Front line resource for interviewing candidates for team recruiting initiatives
• Responsible for managing a select number of key client relationships 

• B.S. Business Administration or related field
• Proven experience (3+ years preferred) in leadership and management
• Proficient in Microsoft Office applications

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: 

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities, insurance commissions and/or trails.