Team Operations Leader

1 week ago


Clayton Missouri, United States Moneta Full time
Job Overview

Moneta is in search of a skilled and motivated Team Operations Leader to enhance and streamline our operational processes. We are looking for a dedicated leader who excels in organization, attention to detail, and multitasking, with a strong proficiency in managing personnel.

As the Team Operations Leader, your primary responsibility will be to ensure the smooth and effective functioning of daily operations, while also overseeing team performance and executing strategies that promote operational excellence.

Key Responsibilities

  • Oversee Client Service Managers
  • Conduct performance evaluations and support leadership in compensation discussions
  • Provide daily guidance, mentor team members, and assist in career development
  • Enhance productivity by standardizing workflows and documenting efficient processes
  • Assign tasks to team members to meet deadlines
  • Assess and modify client workloads as needed
  • Design and implement training programs for the team
  • Act as a technology liaison and subject matter expert regarding systems impacting the team and clients
  • Facilitate communication among Partners, Advisors, and Client Service Managers
  • Represent the team in corporate projects and initiatives when appropriate
  • Ensure compliance with company guidelines
  • Serve as a primary resource for interviewing candidates in recruitment efforts
  • Manage a select number of key client relationships, dedicating 50% of capacity to this role post-training


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