Moneta

NewBe an early applicant North America

2 days ago

Executive Assistant

Moneta is an independent Registered Investment Advisor focused on building lasting relationships and delivering exceptional client service. Our Partner-led teams are empowered to serve clients in their best interests,…

Manager of Client Transitions

New North America

CRM Regulatory Compliance Salesforce

Job Summary The Manager of Client Transitions – Estates & Terminations oversees Moneta's custodial paperwork process within the Operational Services team, managing the workload of Client Transitions Specialists…

Open 38d North AmericaC-level

4 weeks ago

General Counsel and Chief Compliance Officer

Corrective Action Cybersecurity Program Management Regulatory Compliance Risk Assessment

Job Summary The General Counsel & Chief Compliance Officer (GC/CCO) serves as Moneta’s senior-most legal and compliance executive, establishing and leading the firm’s in-house legal function while maintaining…

last month

Investment Compliance Analyst

Open 28d North America

Job Summary The Investment Compliance Analyst supports the Investment and Compliance Departments in ensuring client portfolios and investment operations align with regulatory requirements, contractual obligations, and…

МОНЕТА

2 months ago

BI-аналитик

Open 40d RemoteCIS

Russia

Зарплата: 120000–150000 RUR (на руки)

Open 38d North AmericaFull-time

2 months ago

Client Service Manager

MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our…

4 months ago

Investment Operations Specialist

Open 38d North America

Job Summary The Investment Operations Specialist supports the processing and administration of public and private market investment transactions on behalf of client-facing advisory teams. This role serves as a primary…

AI CRM Salesforce