Moneta
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Operations Manager
role at
Moneta
5 days ago Be among the first 25 applicants
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Operations Manager
role at
Moneta
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Company Description MONETA
is an independent Registered Investment Advisor (RIA) wholly 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, demonstrating our ability to evolve to meet the needs of those we serve.
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 multitask, 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
Lead, mentor, and develop team members to foster a high-performance culture and support professional growth
Standardize, document, and continuously improve operational processes to maximize efficiency and effectiveness
Delegate tasks and manage workloads to ensure timely completion of deliverables and optimal resource utilization
Design and deliver training programs that address skill gaps and promote career progression
Enhance team productivity by standardizing and documenting efficient work processes and procedures
Serve as a technology liaison and subject matter expert, supporting team proficiency in relevant systems and tools
Facilitate communication and collaboration with internal and external stakeholders to achieve shared objectives
Represent the team in organizational projects and initiatives, providing strategic input and advocating for team needs
Lead recruitment and onboarding efforts to build and maintain a talented, diverse team
Ensure compliance with company policies, industry regulations, and best practices
Depending on team, this role may also cultivate and manage key client relationships, ensuring high levels of satisfaction and engagement
Additional duties may be required, depending on individual team needs
Qualifications
B.S. Business Administration or related field
Proven experience (3-5 years preferred), including demonstrated experience leading and developing a high performing team
Proficient in Microsoft Office applications
Eligible to work in the United States
This position requires full-time in-office attendance
Additional Information
This is a full-time, exempt, salary position
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 reimbursementPaid 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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St Louis, MO .
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Operations Manager
role at
Moneta
5 days ago Be among the first 25 applicants
Join to apply for the
Operations Manager
role at
Moneta
Get AI-powered advice on this job and more exclusive features.
Company Description MONETA
is an independent Registered Investment Advisor (RIA) wholly 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, demonstrating our ability to evolve to meet the needs of those we serve.
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 multitask, 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
Lead, mentor, and develop team members to foster a high-performance culture and support professional growth
Standardize, document, and continuously improve operational processes to maximize efficiency and effectiveness
Delegate tasks and manage workloads to ensure timely completion of deliverables and optimal resource utilization
Design and deliver training programs that address skill gaps and promote career progression
Enhance team productivity by standardizing and documenting efficient work processes and procedures
Serve as a technology liaison and subject matter expert, supporting team proficiency in relevant systems and tools
Facilitate communication and collaboration with internal and external stakeholders to achieve shared objectives
Represent the team in organizational projects and initiatives, providing strategic input and advocating for team needs
Lead recruitment and onboarding efforts to build and maintain a talented, diverse team
Ensure compliance with company policies, industry regulations, and best practices
Depending on team, this role may also cultivate and manage key client relationships, ensuring high levels of satisfaction and engagement
Additional duties may be required, depending on individual team needs
Qualifications
B.S. Business Administration or related field
Proven experience (3-5 years preferred), including demonstrated experience leading and developing a high performing team
Proficient in Microsoft Office applications
Eligible to work in the United States
This position requires full-time in-office attendance
Additional Information
This is a full-time, exempt, salary position
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 reimbursementPaid 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.
Referrals increase your chances of interviewing at Moneta by 2x
Get notified about new Operations Manager jobs in
St Louis, MO .
#J-18808-Ljbffr