AI Advisory Workflow Architect

Moneta Group; Clayton (MO); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Medical & dental insurance

Disability & life insurance

401k match up to 6% with 50%

Profit-sharing bonus

Parental leave

Employee referral incentive program

Onsite wellness programs & rewards

Job summary

Moneta Group in Clayton, MO is seeking an AI Advisor to translate real-world advisor experience into scalable AI-enabled workflows that boost advisor productivity and improve the client experience.

The AI Advisor will bridge Advisory Teams, Enterprise Services, Technology, Data, and AI capabilities, documenting current work, mapping workflows, and designing AI-supported processes across client communications, planning, onboarding, CRM, and research.

Qualifications

• 10+ years of experience as a financial advisor or senior advisory team member.
• Strong understanding of day-to-day workflows for high-net-worth clients.
• Experience with CRM, financial planning, portfolio management, reporting, and advisor technology platforms.
• Experience adopting AI, automation, data, and emerging technology.
• Ability to translate technical concepts into practical applications for advisors at various levels.
• Proficient in Microsoft Office applications.

Responsibilities

• Meet with advisors to document how work is performed today and identify manual, repetitive processes.
• Map advisor workflows end-to-end and identify opportunities to eliminate unnecessary steps.
• Prioritize workflow improvements by advisor time saved, client impact, scalability, risk, and implementation complexity.
• Design and implement AI-supported workflows for client communications and reporting, meeting prep, notes/follow-up, onboarding, CRM updates, and research retrieval.
• Translate advisor needs into clear requirements for Technology, Data, and Enterprise Services teams.
• Participate in the design and testing of new AI capabilities in real-world advisory scenarios.
• Provide feedback on whether new technology improves the advisor and client experience.
• Develop reusable prompts, workflows, agents, templates, and automation tools for advisory teams.
• Identify opportunities to integrate AI into existing advisor technology rather than creating standalone tools.
• Deliver hands-on training and coaching to advisors on practical AI use cases.
• Identify early adopters and convert successful team-level solutions into scalable, firm-wide capabilities.
• Share AI best practices and success stories across the firm.
• Establish and track measurable outcomes for AI initiatives, including advisor hours saved and client service improvements.

Skills

Financial Advisory

CRM Proficiency

AI Adoption Experience

Cross-Functional Collaboration

Wealth Management

Microsoft Office

Communication Skills

Education

Bachelor's degree in Finance or related field

Series 65 license

Tools

CRM Systems

Data & Analytics Tools

Project Management Tools

Job description

Moneta Group in Clayton, MO is seeking an AI Advisor to translate real-world advisor experience into scalable AI-enabled workflows that boost advisor productivity and improve the client experience.

The AI Advisor will bridge Advisory Teams, Enterprise Services, Technology, Data, and AI capabilities, documenting current work, mapping workflows, and designing AI-supported processes across client communications, planning, onboarding, CRM, and research.