Jobs at Moneta

Supports the Estate Planning Review Department by triaging requests, organizing and reviewing wills, trusts, and related documents, extracting key information, identifying inconsistencies, and preparing accurate summaries for attorney review. The role also tracks deadlines, coordinates with internal client teams, maintains templates and procedures, supports meetings and training, handles correspondence, and performs general administrative duties.

Supports compliance operations for a registered investment adviser by reviewing client agreements, fees, trades, custodial forms, marketing materials, correspondence, technology usage, and outside business activities. Conducts audits, data validations, and advisor activity reviews; maintains policies and procedures; identifies process improvements; and contributes to compliance projects while partnering with advisors and business leaders.

Manages and maintains investment accounts in the Eclipse platform, including portfolio onboarding, trading, rebalancing, cash management, model portfolio maintenance, audits, tax-loss harvesting, withdrawals, and change requests. Monitors portfolios exceeding $1.1 billion, supports advisors and associate portfolio managers, analyzes trades, and communicates portfolio activity, reports, and analytics to partners and advisors.

Supports wealth management professionals with client data integrity, financial planning research, data gathering, analysis, meeting preparation, client service activities, and department projects. The internship provides exposure to financial planning software, investment strategies, client relationship management, and RIA operations, along with mentorship, networking, training, and professional development.

Build and maintain complex financial models supporting budgeting, forecasting, scenario analysis, succession planning, and strategic decision-making. Lead FP&A process improvements, automation initiatives, and planning-tool implementation. Analyze business trends, validate assumptions, develop multi-year projections, and translate financial insights into recommendations for leadership and partner teams. Serve as a modeling subject-matter expert and collaborate with cross-functional stakeholders to improve scalable financial planning infrastructure.

Provides full-cycle accounts payable support, including invoice processing, payment distribution, expense reimbursements, corporate credit card administration, journal entries, and financial recordkeeping. Also backs up advisory fee processing, reconciles payments, supports monthly partner distributions and compensation, and assists with month-end close and reporting. Ensures accurate, timely processing in compliance with company policies and retention requirements.

Leads sophisticated estate, wealth transfer, philanthropic, and business succession planning for ultra-high-net-worth clients and family offices. Reviews complex trusts and business agreements, develops strategic recommendations, coordinates with attorneys and advisors, supports estate settlement, and integrates planning into broader wealth strategies. The role also leads wealth transfer experts, educates advisors, contributes to thought leadership, supports business development, and advises clients without providing legal representation or drafting.

Manages estate and account termination requests from intake through completion. Reviews documentation, identifies missing information, coordinates with client teams and custodians, tracks workflow status, researches questions, and maintains accurate records across business systems. The role also supports process improvement, documentation, stakeholder communication, and practical use of AI-enabled tools while balancing multiple long-running projects.

Provides comprehensive financial planning and investment advice to high-net-worth clients, including retirement, tax, insurance, estate, education, and philanthropic planning. Leads client consultations, develops financial action plans, supports business development, contributes to strategic planning and technology testing, and mentors team members. The role also includes performance management, hiring support, training, regulatory compliance, and client travel.

Provide comprehensive financial planning and investment advice, including tax, retirement, estate, insurance, risk management, and business succession planning. Analyze client finances, develop customized strategies, prepare reports using Orion and Money Guide Pro, ensure regulatory compliance, and collaborate with legal, tax, and investment professionals. Build and maintain long-term client relationships while pursuing required financial planning credentials and licenses.

Translate financial advisor workflows into scalable AI-enabled solutions that improve productivity and client experiences. The role maps and prioritizes processes, designs AI workflows, tests new capabilities, develops prompts and automation tools, trains advisors, and measures adoption and business outcomes. It requires extensive wealth advisory experience, familiarity with advisor technology, and the ability to connect advisors with technology, data, and enterprise teams.

Leads public markets manager research across multiple asset classes, covering investment managers and strategies, assigning high-conviction ratings, and monitoring performance. Supports portfolio and client investment questions, advisor education, content creation, manager due diligence, and research governance. Coaches analysts, collaborates with senior investment leaders, improves workflows and technology use, and helps align fund recommendations with firm philosophy and client needs.

Processes and administers public and private market investment transactions, including alternative investment subscriptions, contributions, distributions, redemptions, and transfers. Reviews fund documentation, coordinates with custodians and fund companies, supports new fund implementation, performs reconciliations, and ensures compliance with internal mandates, SEC regulations, and AML/KYC requirements. The role also documents business processes and serves as a liaison between client teams and investment providers.

Supports investment and compliance departments by overseeing cheapest share class reviews, analyzing investment manager fees, identifying discrepancies and billing errors, monitoring regulatory developments, maintaining audit documentation, and preparing compliance reports. Partners with investment leadership on compliance initiatives, improves monitoring controls, and advises partner teams on share class appropriateness, fee structures, and related fiduciary obligations.

Leads investment strategy, asset allocation, manager research, portfolio construction, and market communications. Advises executives, advisors, high-net-worth clients, and prospects on investment solutions while managing strategy analysts. Oversees educational content, model portfolios, workflow improvements, and investment platform scalability. Requires substantial investment industry expertise, quantitative analysis, portfolio risk assessment, and familiarity with wealth management and RIA environments.

Provide proactive administrative support to a client service team by coordinating complex client and internal meetings, managing calendars, assisting with expenses, supplies, gifts, shipping, travel bookings, notary needs, and onboarding logistics. The role also supports client-related tasks, anticipates team needs, improves organization, and helps deliver a thoughtful client experience.

Provides comprehensive financial planning and advisory services to high- and ultra-high-net-worth clients. Leads client consultations, develops financial action plans, recommends investment, retirement, insurance, tax, estate, and philanthropic strategies, and supports business development. The role also mentors and trains team members, participates in strategic planning, oversees performance reviews, supports hiring, and serves as a financial planning subject matter expert.

Manages the client estate and termination transitions team, including workload distribution, custodial paperwork, performance metrics, issue resolution, regulatory and process updates, workflow improvements, quality assurance testing, and team development. Serves as the operational owner for trust operations while coordinating with custodians, trust officers, estate planning, compliance, business analysts, and client teams.