Manager of Client Transitions

Moneta; St. Louis, Clayton (MO, MO); Sur place; USD 90 000 - 125 000; Plein temps

Avantages offerts par ce poste

Paid holidays

Paid time off (PTO)

Medical and dental insurance (employer

Disability insurance (short & long)

AD&D and basic life insurance

401k match – 50% of contributions up 6

Profit-sharing bonus

Paid parental leave

Employee referral incentive bonus

Onsite wellness programs & rewards

Résumé du poste

Moneta seeks a Manager of Client Transitions – Estates & Terminations to lead the custodial paperwork process within Operational Services. You will manage the workload of Client Transitions Specialists and partner with trust operations to ensure a high-quality client experience.

You will drive efficiency, monitor metrics, and coordinate with Estate Planning, Compliance, and custodians to implement best practices and provide growth opportunities for your team.

Qualifications

• Bachelor's degree preferred in business/finance or related field.
• Minimum 5 years of relevant experience.
• Proven experience leading and developing teams.
• Salesforce CRM and DocuSign experience preferred.
• Proficient in Microsoft Office applications.
• Authorized to work in the United States.

Responsabilités

• Oversee workload of Client Transitions Specialists and balance assignments.
• Monitor performance metrics for onboarding, volume, and custodial issues.
• Resolve custodial paperwork issues and liaise with custodians.
• Communicate regulatory changes and update internal resources.
• Coordinate with custodians and relationship managers for issue resolution.
• Collaborate with analysts to improve systems and test releases.
• Align with Estate Planning and Compliance teams on best practices.
• Provide guidance and development for direct reports.

Connaissances

Team leadership

Process improvement

Stakeholder communication

Regulatory awareness

Formation

Bachelor's degree in Business or Finance

Outils

Salesforce

DocuSign

Microsoft Office

Description du poste

The Manager of Client Transitions – Estates & Terminations oversees Moneta's custodial paperwork process within the Operational Services team, managing the workload of Client Transitions Specialists and developing processes to maximize efficiency for client estate and termination requests. This role also serves as the operational owner of Moneta Trust Operations, partnering with trust officers and other Estate Planning departments to maintain processes that support Moneta's trust service offering, ensure regulatory compliance, and deliver a high-quality client experience.

• Manages the team's work queue and load-balances assignments during peak processing periods.
• Monitors performance metrics for centralized service offerings, including onboarding progress, work volume, and custodial alerts, to reduce not-in-good-order (NIGO) submissions and recurring platform issues.
• Monitors paperwork status and resolves outstanding issues with custodians.
• Communicates updates on custodial requirements, regulatory changes, and process or form modifications to the firm, and maintains intranet resources for team reference.
• Serves as intermediary between client teams and custodians for issue resolution, coordinating with custodial relationship managers as needed.
• Coordinates with Business Analysts on system improvements to streamline workflows and performs quality assurance testing for scheduled releases.
• Coordinates with Estate Planning and Compliance teams to maintain current best practices and reference materials for client teams.
• Provides guidance and development opportunities to direct reports.

Qualifications

• Bachelor's degree in Business, Finance, or a 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.

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

• 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
• Employee referral incentive bonus program
• Onsite wellness programs & rewards

Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.