Moneta
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Fintech • Software • Financial Services
As an Advisor at Moneta, you will advise clients on investment strategies, retirement planning, and more, while working closely with a partner to enhance client relationships and business operations.
Fintech • Software • Financial Services
As a Financial Advisor, assist clients with personalized financial strategies, investment advice, and comprehensive planning to achieve their financial goals.
Fintech • Software • Financial Services
The VP of Advisory Services at Moneta oversees complex team dynamics, leads operational improvements, develops training programs, and provides expertise in financial planning and client services.
Fintech • Software • Financial Services
The Executive Assistant will manage calendars, prepare materials for meetings, handle communications, coordinate travel, and assist with both professional and personal tasks for the Partners.
Fintech • Software • Financial Services
The Investment Analyst conducts investment research, supports client portfolio decisions, prepares performance reports, and collaborates on evaluating investment opportunities.
Fintech • Software • Financial Services
The Operations Manager will oversee team performance, optimize operations, implement strategies for efficiency, and manage team development while ensuring compliance with policies and regulations.
Fintech • Software • Financial Services
The Human Resources Intern will assist with recruitment, training, onboarding, maintain employee records, and provide administrative support while gaining HR experience.
Fintech • Software • Financial Services
The Director of Operations leads operational excellence by managing day-to-day activities, implementing strategies, optimizing processes, and fostering a high-performance culture.
Fintech • Software • Financial Services
The M&A Specialist manages client onboarding, oversees paperwork, coordinates transitions, analyzes data needs, and improves processes for advisor teams.
