Moneta Group

  • Operations Manager

  • Job Summary

    The Operations Manager oversees the administrative operations of the team: Ensures that all members are well trained, follows established procedures, works effectively, and delivers ‘Raving Fan’ service: monitors and directs team workflow; continually looks for ways to improve efficiencies; may work closely with the Principal to ensure target game plan goals are met and that the business is profitable.

    Duties & Responsibilities

    • Facilitates communication to ensure team operates as a cohesive unit
    • Oversees team workflow to ensure timely and accurate client work is completed
    • Develops systems and procedures to ensure consistent and efficient processes and workflow
    • Acts as the team representative for special projects; i.e. reporting system beta testing
    • Acts as team compliance representative to ensure compliance procedures are followed
    • Continually works on professional development by completing both internal and external training; shares educational information with team members
    • Interviews, trains, and supervises team members
    • Conducts annual performance appraisals for direct reports and maintains ongoing communication to foster a strong working relationship
    • May create and maintain reports to track P&L, fees, and other aspects of Principal’s business
    • May prepare and oversee preparation of client review and post-review process
    • May schedule client and/or team meetings
    • Fosters an environment of open, honest, and timely communication
    • Ensures the mission statement, vision, and core values of Moneta Group are incorporated into the duties and responsibilities of the position


    • B.S. Business or Finance preferred
    • Three or more years experience in a similar role
    • Proficient in Microsoft Office applications
    • Work experience that demonstrates interpersonal and teamwork skills
    • Must be flexible, able to prioritize and multitask
    • Ability to interact well with clients and all employees
    • Commitment to ‘Raving Fan’ service
    • Professional attitude, demeanor, and appearance
    • Client Service Assistants and/or Client Service Managers
    • May supervise interns


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed