Job Description

The M&A Specialist works closely with the transition team and custodian partners to ensure a smooth transition of new advisor teams to the Moneta platform.

Essential Responsibilities

• Implement the client onboarding and, if applicable, custodian transition plan
• Manage the client paperwork process including:
  • Preparation, delivery, and processing of client paperwork
  • Status monitoring and tracking
  • Coordination with custodian contacts to resolve issues
  • Regular communication of progress and open items
• Research requirements for account transfers and special account needs
• Organize, analyze, and implement transition of required data and records to Moneta systems
• Execute client servicing tasks as assigned to assist the advisor team with the volume of client servicing needs post transition
• Identify efficiencies in existing processes and procedures to foster continuous improvement for onboarding process and advisor teams
• Stay up to speed with custodian requirements, process changes, and Moneta systems

Qualifications

• B.S. Business, Finance, or related field preferred
• One year or more of relevant experience
• Proficient in Microsoft Office applications; Salesforce CRM and DocuSign preferred

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 wellbeing of employees and their families:

• This is a full-time, exempt, salary position and reports to the VP of Practice Management
• 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
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

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