Vice President of Advisory Services

Moneta•Clayton, MO

11d

About The Position

As Moneta’s VP of Advisory Services, you'll collaborate closely with Partner Teams and the Enterprise Service Team (EST), tackling unique advisory team dynamics head-on. From team planning, roles and responsibilities, business and communication strategies, your expertise will make a difference in team operations from the vantage point of each role. You'll be at the forefront of teams, guiding them through technical and management initiatives. Additionally, this role will be responsible for developing and delivering an Advisor training program, offering a framework for success in the competencies required for Associate Advisor, Advisor, and Senior Advisor.

Requirements

Bachelor’s degree required (Business, Finance, or related field preferred)
10+ years of relevant experience offering holistic financial planning advice
CFP (actively registered)
Strong verbal and written communication skills
Strong problem-solving and analytical skills
Proficient in Microsoft Office applications.
Must be authorized to work in the United States

Responsibilities

Serve as the firm's primary subject matter expert on all aspects of Advisor team business operations, proactively identifying opportunities to engage with teams based on strategic priorities, performance indicators, or emerging needs
Provide high-level consultative guidance to Partner(s) on complex team management dynamics, personnel matters, and escalated client service issues, offering solutions that balance business objectives with client retention and team development
Deliver expert consultation across the full spectrum of family CFO services, including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies
Synthesize knowledge across service areas to provide holistic recommendations that enhance client outcomes and strengthen Advisor team capabilities
Analyze Advisor team workflows to identify operational inefficiencies, redundancies, and opportunities for enhancement
Develop and champion process improvement initiatives that drive consistency, scalability, and service excellence across the firm
Partner with leadership to establish metrics for measuring improvement outcomes and ensuring sustainable adoption of best practices
Design and implement change management strategies that facilitate smooth transitions during firm initiatives, system implementations, or operational shifts
Guide Advisor teams through periods of change by communicating rationale, addressing concerns, providing resources, and monitoring adoption to ensure successful outcomes
Develop, deliver, and continuously refine comprehensive training program content tailored to Advisor team needs
Ensure training materials reflect current regulatory requirements, firm systems, and evolving best practices
Evaluate training effectiveness and adjust curriculum to address knowledge gaps and emerging competency needs
Maintain current knowledge of regulatory requirements, industry trends, Advisor team processes, and Moneta systems
Proactively communicate relevant updates to stakeholders and ensure team practices remain compliant and aligned with firm standards
Foster a culture of engagement, empowerment, and accountability across Advisor teams
Model and promote open, honest, and timely communication at all levels
Ensure Moneta's vision, core values, and organizational purpose are consistently integrated into daily operations, decision-making, and team interactions
Commit to ongoing education and professional development to maintain authority in family CFO matters and wealth management trends
Share knowledge across the organization to elevate firm-wide expertise and reinforce Moneta's position as a leader in comprehensive financial planning
Travel to Advisor team locations as necessary to provide in-person support, conduct training, build relationships, and assess team needs firsthand

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