Estates & Terminations: Client Transitions Manager

Moneta Group Investment Advisors LLC; Clayton (MO); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Paid holidays

PTO

Employer-paid medical and dental保险

Employer-paid disability and life保险

401k match 50% up to 6%

Profit-sharing bonus

Parental leave

Employee referral incentive

Wellness programs

Job summary

Moneta Group Investment Advisors LLC is seeking a Manager of Client Transitions – Estates & Terminations to oversee the custodial paperwork process within Operational Services. You will manage Client Transitions Specialists, balance workload, and drive process improvements with trust operations partners to ensure regulatory compliance and a high-quality client experience.

You will monitor performance metrics, coordinate with custodians and internal teams, and lead system enhancements with

Qualifications

• Bachelor's degree in Business, Finance, or related field preferred.
• Minimum 5 years of relevant experience.
• Demonstrated experience leading and developing teams.
• Salesforce CRM and DocuSign experience preferred.
• Proficient in Microsoft Office applications.
• Must be authorized to work in the United States.

Responsibilities

• Oversees workload of Client Transitions Specialists and balances assignments during peak periods.
• Monitors performance metrics for onboarding, work volume, and custodial alerts to reduce NIGO submissions.
• Resolves outstanding issues with custodians by monitoring paperwork status.
• Communicates custodial requirements and regulatory changes to the firm; maintains intranet resources.
• Acts as intermediary between client teams and custodians for issue resolution, coordinating with custodial relationship managers.
• Coordinates with Business Analysts on system improvements and conducts QA testing for releases.
• Maintains best practices and reference materials with Estate Planning and Compliance teams.
• Provides guidance and development opportunities to direct reports.

Skills

Team leadership

Salesforce CRM

DocuSign

Microsoft Office

Regulatory compliance

Education

Bachelor's degree

Tools

Salesforce CRM

DocuSign

Job description

Moneta Group Investment Advisors LLC is seeking a Manager of Client Transitions – Estates & Terminations to oversee the custodial paperwork process within Operational Services. You will manage Client Transitions Specialists, balance workload, and drive process improvements with trust operations partners to ensure regulatory compliance and a high-quality client experience.

You will monitor performance metrics, coordinate with custodians and internal teams, and lead system enhancements with