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, but 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. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.    

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 effective daily operations, managing team performance, and implementing strategies that drive operational excellence.  This role requires strong leadership skills, a strategic mindset, and the ability to analyze and improve business processes to achieve partner team goals. 

Essential Responsibilities

• Lead, mentor, and develop team members to foster a high-performance culture and support professional growth
• Standardize, document, and continuously improve operational processes to maximize efficiency and effectiveness
• Delegate tasks and manage workloads to ensure timely completion of deliverables and optimal resource utilization
• Design and deliver training programs that address skill gaps and promote career progression
• Enhance team productivity by standardizing and documenting efficient work processes and procedures
• Serve as a technology liaison and subject matter expert, supporting team proficiency in relevant systems and tools
• Facilitate communication and collaboration with internal and external stakeholders to achieve shared objectives
• Represent the team in organizational projects and initiatives, providing strategic input and advocating for team needs
• Lead recruitment and onboarding efforts to build and maintain a talented, diverse team
• Ensure compliance with company policies, industry regulations, and best practices
• Depending on team, this role may also cultivate and manage key client relationships, ensuring high levels of satisfaction and engagement
• Additional duties may be required, depending on individual team needs

• B.S. Business Administration or related field
• Proven experience (3-5 years preferred), including demonstrated experience leading and developing a high performing team
• Proficient in Microsoft Office applications
• Eligible to work in the United States
• This position requires full-time in-office attendance

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: 

• This is a full-time, exempt, salary position
• 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.