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, weve 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.

Job SummaryOur 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 multi-task, 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 ResponsibilitiesLead, 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 effectivenessDelegate tasks and manage workloads to ensuretimelycompletion of deliverables andoptimalresourceutilizationDesign and deliver training programs that address skill gaps and promote career progressionEnhanceteamproductivity by standardizing and documenting efficient work processes and procedures.

Serve as a technology liaison and subject matter expert, supporting teamproficiencyin relevant systems and tools.

Facilitate communication and collaboration with internal and external stakeholders to achieve shared objectivesRepresent the team inorganizational projects and initiatives, providing strategic input and advocating for team needs.

Lead recruitment and onboarding efforts to build andmaintaina talented, diverse teamEnsure compliance with company policies, industry regulations, and best practicesDepending on team, this role may alsocultivate and manage key client relationships, ensuringhigh levelsof satisfaction and engagementAdditionalduties may berequired, depending on individual team needs.

QualificationsB.S.Business Administration or related fieldProven experience (3-5 years preferred), includingdemonstratedexperience leading and developing a high performing teamProficient in Microsoft Office applicationsEligible to work in the United StatesAdditional InformationMoneta 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 holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta is a fiduciary fee-onlyRegistered 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.