Moneta Group Jobs in United States

Our fast-growing & thriving team is seeking a highly energetic, highly professional Administrative Assistant. This role is critical to the overall success of our team and will help us operate efficiently day-to-day by supporting team members on various administrative tasks, proje ...

The Private Markets Analyst will support the evaluation, execution, and monitoring of private market investments across private equity, private real estate, private credit, and related alternative strategies. · Conduct manager and fund due diligence. · ...

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. · Develop a strong understanding of the firm's investment strategy and the models we support under Centr ...

The Executive Assistant will be responsible for drafting correspondence and managing the Partners' calendars. · Manage and prioritize Partners' professional and personal calendars. · Draft correspondence. · ...

The Client Service Administrator supports client team operations by providing overall assistance to team members on various tasks and projects. Enhancing processes, identifying efficiencies, and taking initiative within the team. This position will b Client Service, Administrator ...

We seek someone with a CFP who is ready to shift their career to a career path they can control. This Advisor will work with partners to give the appropriate advice for clients on issues ranging from investment strategies, retirement planning, education savings, tax strategies, e ...

This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. · ...

The Manager of Bill Pay and Bookkeeping will oversee and optimize financial processes within our organization. · This pivotal role involves leading the team responsible for accurate and timely bill payments and maintaining comprehensive, accurate financial records for our clients ...

Moneta is searching for an enthusiastic Office Services Assistant who is passionate about delivering exceptional service. · ...

The Estate Planning Paralegal supports the firm's wealth advisory teams by analyzing and summarizing clients' estate planning documents to ensure alignment with their overall financial strategy. · Analyze and summarize estate planning documents, from basic wills to complex trust ...

The M&A Specialist works closely with the transition team and custodian partners to ensure a smooth transition of new advisor teams to the Moneta platform. · Implement the client onboarding and, if applicable, custodian transition plan · Manage the client paperwork process includ ...

Moneta is seeking an enthusiastic Office Services Intern who is eager to gain real-world experience while delivering exceptional service in a professional office environment. · ...

This role serves as a key member of senior leadership working closely with Partner(s) to drive operational excellence at Moneta. · ...

This role works directly with our Lead Software Engineer to deliver enterprise-grade software solutions for Moneta's product development pipeline. This position provides substantial technical autonomy and direct impact on products used by wealth advisors and their clients daily. ...