Moneta

This role works directly with our Lead Software Engineer to deliver enterprise-grade software solutions for Monetas product development pipeline. This role is critical to our ongoing modernization from legacy systems to a modern microservices architecture. The Software Engineer will c

This role works directly with our Lead Software Engineer to deliver enterprise-grade software solutions for Monetas product development pipeline. This role is critical to our ongoing modernization from legacy systems to a modern microservices architecture. The Software Engineer will c

Moneta seeks an Associate Portfolio Manager to join our Enterprise Services Team.  Working closely with the entire Investments team this Associate Portfolio Manager is responsible for the daily management and maintenance of accounts in our asset management platforms.  Involved in ever

Moneta seeks an Associate Portfolio Manager to join our Enterprise Services Team.  Working closely with the entire Investments team this Associate Portfolio Manager is responsible for the daily management and maintenance of accounts in our asset management platforms.  Involved in ever

Moneta is searching for a Compliance Specialist to join our small dynamic Compliance team handling a wide range of tasks that cover all aspects of Wealth Management Compliance for our fast-paced and rapidly growing registered investment adviser. As a member of the Compliance Departmen

Moneta is searching for a Compliance Specialist to join our small dynamic Compliance team handling a wide range of tasks that cover all aspects of Wealth Management Compliance for our fast-paced and rapidly growing registered investment adviser. As a member of the Compliance Departmen

The Advisor will work closely with the Partner and other Advisors on the team to learn and advise on all aspects of the Family CFO business. We seek someone with a CFP who is ready to shift their career to a career path they can control. This Advisor will work with partners to give th

The Advisor will work closely with the Partner and other Advisors on the team to learn and advise on all aspects of the Family CFO business. We seek someone with a CFP who is ready to shift their career to a career path they can control. This Advisor will work with partners to give th

As Monetas VP of Advisory Services youll collaborate closely with Partner Teams and the Enterprise Service Team (EST) tackling unique advisory team dynamics head-on. From team planning roles and responsibilities business and communication strategies your expertise will make a differen

As Monetas VP of Advisory Services youll collaborate closely with Partner Teams and the Enterprise Service Team (EST) tackling unique advisory team dynamics head-on. From team planning roles and responsibilities business and communication strategies your expertise will make a differen

In this role the Executive Assistant will be responsible for drafting correspondence anticipating and understanding the Partners needs and following through on all items needing attention.  An Executive Assistant with strong initiative and a positive attitude will make a large impact

In this role the Executive Assistant will be responsible for drafting correspondence anticipating and understanding the Partners needs and following through on all items needing attention.  An Executive Assistant with strong initiative and a positive attitude will make a large impact

The M&A Specialist works closely with the transition team and custodian partners to ensure a smooth transition of new advisor teams to the Moneta platform.Essential ResponsibilitiesImplement the client onboarding and if applicable custodian transition planManage the client paperwork p

The M&A Specialist works closely with the transition team and custodian partners to ensure a smooth transition of new advisor teams to the Moneta platform.Essential ResponsibilitiesImplement the client onboarding and if applicable custodian transition planManage the client paperwork p

This role serves as a key member of the teams senior leadership working closely with the Partner(s) to drive operational excellence. The Director of Operations is responsible for day-to-day team management translating strategic objectives into actionable initiatives and serving as the

This role serves as a key member of the teams senior leadership working closely with the Partner(s) to drive operational excellence. The Director of Operations is responsible for day-to-day team management translating strategic objectives into actionable initiatives and serving as the

This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager you will work alongside the teams Advisors and Partners on a wide range of projects focuse

This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager you will work alongside the teams Advisors and Partners on a wide range of projects focuse

We are seeking a highly motivated Investment Analyst to join the Finerty Team. This role is ideal for a recent graduate or early-career professional with a strong foundation in finance or economics and a desire to grow within a dynamic investment environment.Essential Responsibilities

We are seeking a highly motivated Investment Analyst to join the Finerty Team. This role is ideal for a recent graduate or early-career professional with a strong foundation in finance or economics and a desire to grow within a dynamic investment environment.Essential Responsibilities

This internship is open to students currently attending college in the St. Louis metropolitan area.We are seeking a motivated and organized Human Resources Intern to join our dynamic HR Talent Acquisition and Training and Development teams in Clayton Missouri. This internship opportun

This internship is open to students currently attending college in the St. Louis metropolitan area.We are seeking a motivated and organized Human Resources Intern to join our dynamic HR Talent Acquisition and Training and Development teams in Clayton Missouri. This internship opportun

This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager you will work alongside the teams Advisors and Partners on a wide range of projects focuse

This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager you will work alongside the teams Advisors and Partners on a wide range of projects focuse

We are seeking a motivated and organized Human Resources Intern to join our dynamic HR Talent Acquisition and Training and Development teams in Clayton Missouri. This internship opportunity offers hands-on experience in various aspects of human resources management providing valuable

We are seeking a motivated and organized Human Resources Intern to join our dynamic HR Talent Acquisition and Training and Development teams in Clayton Missouri. This internship opportunity offers hands-on experience in various aspects of human resources management providing valuable

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

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

This opportunity plays a critical role in driving operational excellence for the advisory business of a dedicated team. This role partners with team financial advisors support staff and enterprise data/IT specialists to analyze business processes identify opportunities for improvement

This opportunity plays a critical role in driving operational excellence for the advisory business of a dedicated team. This role partners with team financial advisors support staff and enterprise data/IT specialists to analyze business processes identify opportunities for improvement

The Client Transitions Specialist is responsible for processing new client onboarding estate and termination requests with Monetas designated custodial vendors.  This role will encompass the entire onboarding & offboarding processes ensuring clients are established or delinked appropr

The Client Transitions Specialist is responsible for processing new client onboarding estate and termination requests with Monetas designated custodial vendors.  This role will encompass the entire onboarding & offboarding processes ensuring clients are established or delinked appropr

Moneta is excited to expand our Enterprise Services Team with a skilled Bookkeeper to help launch and lead a new centralized bill pay this role youll have the opportunity to develop and own the bill pay process working closely with Partner teams to deliver an outstanding client exper

Moneta is excited to expand our Enterprise Services Team with a skilled Bookkeeper to help launch and lead a new centralized bill pay this role youll have the opportunity to develop and own the bill pay process working closely with Partner teams to deliver an outstanding client exper

The Data Engineer will contribute to the development and maintenance of Monetas enterprise data infrastructure. This role is ideal for a technically skilled and collaborative professional who thrives in a fast-paced environment and is eager to grow within a modern Microsoft-centric da

The Data Engineer will contribute to the development and maintenance of Monetas enterprise data infrastructure. This role is ideal for a technically skilled and collaborative professional who thrives in a fast-paced environment and is eager to grow within a modern Microsoft-centric da

The Retirement Plan Client Service Administrator supports the operations of a client team specializing in employer sponsored retirement plans by providing overall assistance to team members on various tasks and projects. Enhancing processes identifying efficiencies and taking initiati

The Retirement Plan Client Service Administrator supports the operations of a client team specializing in employer sponsored retirement plans by providing overall assistance to team members on various tasks and projects. Enhancing processes identifying efficiencies and taking initiati

Moneta is actively seeking Client Service Managers to join our Denver Colorado financial advisory team office.  In this role you will develop and build relationships with our clients through frequent interaction providing dedicated service to meet client needs.  Moneta provides the op

Moneta is actively seeking Client Service Managers to join our Denver Colorado financial advisory team office.  In this role you will develop and build relationships with our clients through frequent interaction providing dedicated service to meet client needs.  Moneta provides the op