Mergers & Acquisitions (M&A) Specialist

Moneta•Clayton, MO

About The Position

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.

Requirements

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

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

Benefits

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