Director of Investment Strategy & Client Solutions

Moneta; Clayton (MO); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Paid holidays

PTO

Insurance (medical & dental)

401k match

Profit-sharing bonus

Parental leave

Employee referral bonus

Onsite wellness

Job summary

Moneta is seeking a senior investment strategy leader who collaborates with executive leadership to execute strategic manager research initiatives while guiding a team of strategy analysts and serving as the firm’s primary communicator on public market investment strategy.

This role combines thought leadership with subject matter expertise, supporting Partner teams and clients with complex investment solutions while overseeing content production and educational materials.

Qualifications

• Bachelor's degree in Finance, Economics, or related concentration.
• 7+ years investment industry experience with expertise in investment strategy and asset allocation.
• Experience with Bloomberg and Morningstar Direct preferred.
• Prior experience in a wealth management or RIA environment serving high net worth clients preferred.
• Experience managing or mentoring staff.
• Proficiency in quantitative analysis and portfolio risk assessment.
• Proficient in Microsoft Office applications.
• Must be authorized to work in the United States.

Responsibilities

• Work closely with Partner-led teams as an extension of their advisory group, delivering investment analysis, solutions, reporting, consulting, and timely resources to support client service delivery.
• Regularly represent the Moneta Investment team in client and prospect meetings, delivering commentary on economic conditions, market trends, investment managers, and Moneta's investment approach.
• Support advisors and clients with sophisticated investment scenarios, providing personalized, tax-efficient portfolio construction and transition advice including asset allocation, tax minimization, and optimal investment strategies.
• Manage Moneta's asset allocation philosophy and process, including capital market assumptions, while contributing to the maintenance of model portfolios and preferred implementation recommendations.
• Develop comprehensive understanding of recommended investment strategies and effectively communicate these approaches to Partner teams and end clients through various channels.
• Consistently provide regular internal and external content to keep advisors and clients informed on market developments, investment topics, and educational materials.
• Contribute to developing and enhancing Investment Department workflows to achieve greater scalability, meet evolving client demands, and improve product offerings to advisor teams.
• Maintain awareness of industry trends, competitive landscape, and regulatory changes, assessing their impact on product offerings and the firm's ability to deliver personalized client solutions.
• Partner with senior staff to implement best practices in analysis, processes, and technology while championing innovations that enhance service excellence and elevate Partner team and client experiences.

Skills

Quantitative analysis

Portfolio risk

MS Office

Staff mentoring

Investment strategy

Asset allocation

US work authorization

Education

Bachelor's degree

Tools

Bloomberg

Morningstar Direct

Job description

Moneta is seeking a senior investment strategy leader who collaborates with executive leadership to execute strategic manager research initiatives while guiding a team of strategy analysts and serving as the firm’s primary communicator on public market investment strategy.

This role combines thought leadership with subject matter expertise, supporting Partner teams and clients with complex investment solutions while overseeing content production and educational materials.