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Moneta Group Operations Manager in Clayton, Missouri

Our fast-growing & thriving Partner team is seeking a qualified and highly energetic management professional to assume the role of Operations Manager. This role is critical to the long-term success of our team and this person will be vitally important in helping to oversee the day-to-day functions of our seventeen-person 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 a key member of the leadership team and will be responsible for overseeing the onboarding, training, and delivery of service from our team members. This position is responsible for employee support, project management, compliance, and upholding our strong, vibrant, family-oriented culture.

  • Supervise Client Service Managers, Client Service Administrators, and Interns on the team

  • Conduct performance reviews, assist leadership with compensation discussions

  • Provide daily supervision, acts as a coach/mentor and assists with career pathing & succession

  • Foster a collaborative environment where mutual trust and respect are core values

  • Drive productivity by standardizing work and creating & documenting efficient processes/procedures

  • Delegate tasks to team members to achieve deadlines

  • Determine and adjust client workloads when necessary

  • Facilitate training for the team

  • Technology liaison, subject matter expert for systems and how they affect the team and clients

  • Facilitate communication between Partners, Advisors, and Client Service Managers

  • Serve as the team’s representative on corporate projects and initiatives where appropriate

  • Ensure adherence to Moneta compliance guidelines

  • Front line resource for interviewing candidates for CSM/Advisor recruiting for the team

  • Responsible for managing a select number of key client relationships

  • Ensure ‘Raving Fan’ service standard is upheld in all interactions

  • Enforce the ‘Why’ and ‘How’ of Moneta in all interactions

  • B.S. Business Administration

  • 3+ years’ progressively more responsible experience leading and managing talent

  • Ability to create and nurture a collaborative environment

  • Adept at learning and using technology - proficient in Microsoft Office applications

  • Demonstrated experience facilitating in a team environment

  • Detail-oriented, high standards, enjoys developing others, high EQ, client centric & appropriately humble

External Company Name: Moneta Group

External Company URL: http://www.monetagroup.com

Street: 100 S. Brentwood Blvd