Operations Manager

4 weeks ago

Saint Louis, United States Moneta Full time
Job DescriptionJob DescriptionCompany Description

MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri.  We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.  

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career.  Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.    

Job Description

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 Partners, 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 (50% of capacity will be devoted to managing client relationships upon completion of initial training)
Qualifications

  • B.S. Business Administration or related field
  • Proven experience (3-5 years preferred) in leadership and management
  • Proficient in Microsoft Office applications


Additional Information

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. 

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