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Moneta · 2 weeks ago

Vice President of Advisory Services

St Louis, MO

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Moneta is an independent Registered Investment Advisor (RIA) focused on providing exceptional financial advisory services. As the VP of Advisory Services, you will collaborate with teams to enhance operations, deliver training programs, and ensure compliance, all while fostering a culture of engagement and accountability.

BankingConsultingFinancial Services

No H1B

Responsibilities

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

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

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

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

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

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

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

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

Qualification

CFPHolistic financial planningChange managementMicrosoft OfficeAnalytical skillsCommunication skillsProblem-solving skills

Required

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

Preferred

Bachelor's degree (Business, Finance, or related field preferred)

Benefits

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

Company

Moneta

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer.

Founded in 1869

St Louis, Missouri, USA

501-1000 employees