Wellness Programs Jobs in Clayton, OH

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 on this Client...

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 process includin...

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 lead liaison t...

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 ResponsibilitiesConduct investm...

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 e...

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 and implement...

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 appropriately in Monet...

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 experience.  Respons...

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 data stack.You wi...

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 initiative within the t...

The Retirement Plan Education Advisor will deliver 401(k) plan and financial wellness education to retirement plan participants and develop education strategies for clients. The Retirement Plan Education Advisor is responsible for leading strategic education planning discussions with clients conduct...

The Senior Equity Research Analyst leads public markets manager research maintaining deep coverage of external managers and provides high-conviction ratings to ensure top-tier strategies are selected for Monetas Recommended List. The analyst guides and collaborates with research team members to alig...