Operations Manager

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. Still, 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. 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.

We’re looking for a driven and experienced Operations Manager to lead and elevate the day-to-day functions of our Partner team. This role is ideal for a selfless leader who thrives in a fast-paced environment, brings a sharp eye for detail, and excels in people management and process optimization.

As Operations Manager, you’ll play a key role in ensuring the team runs efficiently and effectively while implementing forward-thinking strategies that support operational excellence. We’re seeking someone with a strategic mindset, strong initiative, and a passion for continuous improvement to help us achieve our goals and deliver exceptional service.

If you’re a proactive problem-solver who enjoys leading through collaboration and building systems that support growth—we’d love to hear from you!

Essential Responsibilities

• Drive productivity by standardizing work and creating & documenting efficient processes and procedures
• Delegate tasks to team members to achieve deadlines
• 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
• 3+ years’ experience preferably within Financial Services
• 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 well-being of employees and their families: 

• Compensation range of $75,000 - $120,000
• 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.