Operations Manager

6 days ago


St Louis, United States Moneta Corporation Full time

Company DescriptionMONETA 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.Job DescriptionOur 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 ResponsibilitiesSupervise Client Service ManagersConduct performance reviews, assist leadership with compensation discussionsProvide daily supervision, acts as a mentor and assists with career path developmentDrive productivity by standardizing work and creating & documenting efficient processes and proceduresDelegate tasks to team members to achieve deadlinesDetermine and adjust client workloads when necessaryDevelop and facilitate training for the teamTechnology liaison, subject matter expert for systems and how they affect the team and clientsFacilitate communication between Partner, Advisors, and Client Service ManagersServe as the team's representative on corporate projects and initiatives where appropriateEnsure adherence to firm compliance guidelinesFront line resource for interviewing candidates for team recruiting initiativesResponsible for managing a select number of key client relationships QualificationsB.S. Business Administration or related fieldProven experience (3+ years preferred) in leadership and managementProficient in Microsoft Office applicationsAdditional InformationMoneta 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 holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match - 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta 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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