Vice President of Advisory Services

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. Still, 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.

As Moneta’s VP of Advisory Services, you'll 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 difference in team operations from the vantage point of each role. You'll be at the forefront of teams, guiding them through technical and management initiatives. Additionally, this role will be responsible for developing and delivering an Advisor training program, offering a framework for success in the competencies required for Associate Advisor, Advisor, and Senior Advisor.

Essential Responsibilities

Strategic Advisory & Subject Matter Expertise

• Serve as the firm's primary subject matter expert on all aspects of Advisor team business operations, proactively identifying opportunities to engage with teams based on strategic priorities, performance indicators, or emerging needs
• Provide high-level consultative guidance to Partner(s) on complex team management dynamics, personnel matters, and escalated client service issues, offering solutions that balance business objectives with client retention and team development

Comprehensive Client Services Consultation

• Deliver expert consultation across the full spectrum of family CFO services, including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
• Synthesize knowledge across service areas to provide holistic recommendations that enhance client outcomes and strengthen Advisor team capabilities

Process Optimization & Continuous Improvement

• Analyze Advisor team workflows to identify operational inefficiencies, redundancies, and opportunities for enhancement
• Develop and champion process improvement initiatives that drive consistency, scalability, and service excellence across the firm
• Partner with leadership to establish metrics for measuring improvement outcomes and ensuring sustainable adoption of best practices

Change Management Leadership

• Design and implement change management strategies that facilitate smooth transitions during firm initiatives, system implementations, or operational shifts
• Guide Advisor teams through periods of change by communicating rationale, addressing concerns, providing resources, and monitoring adoption to ensure successful outcomes

Training & Development

• Develop, deliver, and continuously refine comprehensive training program content tailored to Advisor team needs
• Ensure training materials reflect current regulatory requirements, firm systems, and evolving best practices
• Evaluate training effectiveness and adjust curriculum to address knowledge gaps and emerging competency needs

Regulatory & Operational Awareness

• Maintain current knowledge of regulatory requirements, industry trends, Advisor team processes, and Moneta systems
• Proactively communicate relevant updates to stakeholders and ensure team practices remain compliant and aligned with firm standards

Culture & Engagement

• Foster a culture of engagement, empowerment, and accountability across Advisor teams
• Model and promote open, honest, and timely communication at all levels
• Ensure Moneta's vision, core values, and organizational purpose are consistently integrated into daily operations, decision-making, and team interactions

Professional Development & Thought Leadership

• Commit to ongoing education and professional development to maintain authority in family CFO matters and wealth management trends
• Share knowledge across the organization to elevate firm-wide expertise and reinforce Moneta's position as a leader in comprehensive financial planning

Travel

• Travel to Advisor team locations as necessary to provide in-person support, conduct training, build relationships, and assess team needs firsthand

• Bachelor’s degree required (Business, Finance, or related field preferred)
• 10+ years of relevant experience offering holistic financial planning advice
• CFP (actively registered)
• Strong verbal and written communication skills
• Strong problem-solving and analytical skills
• Proficient in Microsoft Office applications.
• Must be authorized to work in the United States

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: 

• 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.