Senior Director, Investment Strategy & Solutions

Moneta Group; Clayton (MO); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance

Disability and life insurance

401k Match – 50% up to 6%

Profit-sharing bonus

Parental leave

Employee referral incentive program

Onsite wellness programs

Job summary

Moneta Group in Clayton, MO seeks a senior investment strategy leader to guide manager research and oversee a team of strategy analysts. You will act as the firm’s primary communicator on public market investment strategy and partner with executive teams to deliver sophisticated solutions to clients.

You will drive thought leadership, maintain asset allocation philosophy, and develop scalable processes to enhance client experience across Moneta's investment platform.

Qualifications

• Bachelor's degree in Finance, Economics, or related concentration.
• Minimum 7 years of investment industry experience with expertise in investment strategy and asset allocation.
• Experience with Bloomberg and Morningstar Direct preferred.
• Wealth management or RIA experience 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

• Lead investment strategy initiatives and collaborate with executive leadership on research.
• Manage a team of strategy analysts and coordinate cross‑department projects.
• Represent Moneta Investment team in client meetings with market commentary and insights.
• Support advisors and clients with sophisticated investment scenarios and tax efficient portfolios.
• Oversee asset allocation philosophy, capital market assumptions, and model portfolios.
• Communicate investment approaches to Partners and end clients through various channels.
• Produce regular market updates and educational content for advisors and clients.
• Improve Investment Department workflows to scale service delivery and offerings.

Skills

Investment strategy

Asset allocation

Quantitative analysis

Portfolio risk assessment

Client communication

Mentoring staff

Cross-department collaboration

Microsoft Office

Education

Bachelor's degree in Finance or Economics

Tools

Bloomberg

Morningstar Direct

Microsoft Office

Job description

Moneta Group in Clayton, MO seeks a senior investment strategy leader to guide manager research and oversee a team of strategy analysts. You will act as the firm’s primary communicator on public market investment strategy and partner with executive teams to deliver sophisticated solutions to clients.

You will drive thought leadership, maintain asset allocation philosophy, and develop scalable processes to enhance client experience across Moneta's investment platform.