Senior Retirement Plan Operations Manager

Moneta; Clayton (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Medical and dental insurance

Disability and life insurance

401k match

Job summary

Moneta is seeking an Operations and Project Manager to serve as the hub for the retirement plan advisory team, coordinating cross-functional initiatives from onboarding through client reviews while ensuring compliance and timely deliverables.

You will partner with Advisors, Partners, clients, and service providers to manage communications, content, and vendor relationships, streamline processes, and support meeting materials and reporting.

Qualifications

• Bachelor's Degree preferred in Accounting, Business or Finance.
• Minimum of five years of retirement plan/benefits or related work experience.
• Proficient in Microsoft Office Applications; advanced Excel and PowerPoint a plus.
• Familiarity with Canva and Salesforce a plus.
• Must be authorized to work in the United States.

Responsibilities

• Provide comprehensive support in daily operations, assisting Advisors and Partners with team processes.
• Serve as a trusted liaison among Advisors, Partners, clients, financial institutions, and service providers.
• Develop and maintain knowledge of qualified retirement plans, including 401(k) and Profit Sharing programs.
• Establish rapport with all assigned clients, facilitating communication between clients and Advisors or Partners.
• Manage relationships with Recordkeeping Service Providers and TPAs to drive project and deadlines, lead fund change navigation and form/expense coordination.
• Coordinate development and production of team content across participant communications, social media, and video.
• Produce presentation materials for client meetings and curate retirement knowledge content for the team repository.
• Prepare and organize client review materials (investment performance reports, asset class returns, manager updates, agendas, summaries).
• Schedule client reviews, employee education sessions, and internal team meetings.
• Assist in executing action items post-client reviews and support engagement agreements, Investment Policy Statements, vendor contracts, and fee invoices.
• Manage onboarding of new clients from end to end, organizing meetings, documentation, and Q&A materials.
• Partner across firm to maintain accurate data entry and reporting workflows; lead Salesforce-related process improvements.
• Maintain relationships with Recordkeeping Service Providers and incorporate relevant offerings into materials and presentations.

Skills

Project management

Operations coordination

Client relationship management

Cross-functional collaboration

Excel

PowerPoint

Salesforce

Canva

Communication

Data analysis

Education

Bachelor's Degree in Accounting/Business/Finance

Tools

Salesforce

Canva

Excel

PowerPoint

Job description

Moneta is seeking an Operations and Project Manager to serve as the hub for the retirement plan advisory team, coordinating cross-functional initiatives from onboarding through client reviews while ensuring compliance and timely deliverables.

You will partner with Advisors, Partners, clients, and service providers to manage communications, content, and vendor relationships, streamline processes, and support meeting materials and reporting.