Chief Operating Officer

Founded in 1905, Moneta Group is a financial advisory firm providing Family CFO Services to a select group of successful families. It is one of the largest, independently owned financial planning organizations in the US. The firm focuses on wealthy individuals, providing services in investment management, retirement and estate planning, tax strategies and accounting services, insurance planning, and a variety of other customized individual and small business financial services needs. The overarching philosophy is to provide best-in-class customer service and advice to assure that clients achieve their financial goals and objectives.

Position Overview

To continue serving their clients with the highest degree of leadership and effectiveness, Moneta Group is seeking a Chief Operating Officer to manage the firm’s daily operations. This person will work in close concert with the Managing Principal to ensure the goals, vision, and culture of the organization continues to thrive and evolve to meet the challenges of the future. The COO has overall day-to-day responsibility for the operations of the company while assisting Principals in developing long term strategies for the company. An ideal candidate will eventually advance to Managing Principal role, representing the company in a number of external venues with vendors, clients, and other public relations opportunities.

Qualifications

  • The successful candidate will ideally have some background in the financial services sector or have a clear aptitude to grasp the business based on educational and personal background.
  • Seven to ten years’ experience managing people in a high-end service company preferred. Strong communication and administrative skills are important.
  • A strong personal presence and ability to act as an external representative of the organization as needed.
  • Undergraduate degree in business with MBA preferred.

Chief Investment Officer

Founded in 1905, Moneta Group is a financial advisory firm providing Family CFO Services to a select group of successful families. It is one of the largest, independently owned financial planning organizations in the US. The firm focuses on wealthy individuals, providing services in investment management, retirement and estate planning, tax strategies and accounting services, insurance planning, and a variety of other customized individual and small business financial services needs. The overarching philosophy is to provide best-in-class customer service and advice to assure that clients achieve their financial goals and objectives.

Position Overview

To continue serving their clients with the highest degree of leadership and investment performance, Moneta Group is seeking a Chief Investment Officer (CIO) to direct all aspects of the firm’s investment strategies and programs. The CIO provides leadership and oversees the research, evaluation, and selection of asset classes and investment vehicles, and makes decisions which align investment selections with the organization’s goals. The CIO will represent the firm in public forums and with clients and prospects, and act as standard-bearer for Moneta’s investment philosophies.

Qualifications

  • The successful candidate will possess a Bachelor’s degree.
  • CFA designation is desirable, as is a Master’s degree in Finance or Economics.
  • A minimum of ten years’ experience in investment management and analysis is required.
  • A clear understanding and experience in the application and use of Modern Portfolio Theory practices is essential.
  • Proven strong written and oral communication and interpersonal skills are essential, as is a professional personal presence and the ability to act as an external representative of the firm.

Chief Credit Officer

Bank of Washington has operated for over 135 years as an independent, home-owned community bank with a focus on providing a full range of exceptional banking services to its customers. With six office locations, 14 ATM locations throughout its service area, and total assets near $850 million, Bank of Washington has represented strength and stability for generations. Today, the bank remains committed and passionate about the growth and prosperity of the region through a wide array of financial products, superior service, and community involvement. The bank is actively searching for a Chief Credit Officer.

Position Overview

This newly created position will report to the Executive Vice President and will serve as an officer of the bank and member of the senior leadership team. As currently structured, two Credit Review Officers will report to this position.

Qualifications

  • A BS/BA degree from an accredited college or university is a requirement.
  • Significant experience in credit management and progressive managerial experience in credit policy, analysis, and regulatory practice is required.
  • Knowledge of lending policies and procedures, including state and federal regulations.
  • Excellent relationship management capabilities, and able to work effectively to reach consensus with competing interests.
  • Proven technical proficiency and analytical skills, and possessing a passion for excellence and accuracy.

Director, Treasury Management

First Bank has existed for over 100 years as a leader in regional banking. The bank offers a broad portfolio of products and services for both individuals and businesses. Currently in its fourth generation of family ownership, First Bank serves customers in 130 locations with 1,475 employees in Missouri, California, Florida, and Illinois, and has over $6 billion in assets. The bank’s performance is strong and the future is secure, as recent major investments have been made in infrastructure, and a commitment to growing the business is endorsed by the leadership team.

Position Overview

The successful candidate will be based in St. Louis and will be responsible for supporting the bank’s strategic objective of enhancing product offerings to commercial clients. This includes responsibility for the development and delivery of cash management, depository services and card products, as well as international and foreign exchange services to the commercial customer base.

Qualifications

  • Bachelor’s degree is required; MBA is preferred.
  • Certified Treasury Professional credentials are expected.
  • A minimum of five to seven years’ experience in a senior-level role with responsibility for cash management, deposits, and other commercial business/treasury products.
  • Experience making strategic recommendations for product and marketing initiatives.
  • Proven direct or indirect sales management responsibilities including, motivation, goal-setting and product training.
  • Experienced leader with excellent communication skills, customer service orientation, and knowledgeable with regard to new technologies and most-current financial services products and services.
  • An entrepreneurial mindset is essential, as are strong marketing instincts and sound business judgment and acumen.

Senior Family Office Advisor

The Commerce Trust Company has operated for over 100 years as a trust company and leading source of tailored asset management, creative private banking and comprehensive trust services for individuals, families, corporate executives and business owners. In addition, the Commerce Trust Company client serves a variety of institutional clients with customized investment programs, as well as sole-source solutions for all of their financial needs. Total client assets are approximately $30 billion. As a division of a bank holding company, The Commerce Trust Company is among the Midwest’s largest banking organizations, and has a history of financial stability and strong commitment to the communities it serves.

Position Overview

The successful candidate will be based in St. Louis and will be responsible for developing and managing relationships with ultra-high net worth clients in providing the full array of family office services, primarily including: strategic planning and goal setting, family wealth education, tax and estate planning, risk management, family administration and CFO-type services, foundation management, investment consulting, and coordination and oversight of family advisors and other service providers.

Qualifications

  • Minimum of ten years’ experience in the family office/wealth management industry, including strong technical expertise in tax and estate planning, as well as compliance matters for individuals, trusts, foundations and partnerships.
  • Undergraduate degree is required; advanced degrees (MBA or JD) is preferred, as well as relevant certifications (CPA or CFP).
  • Prior experience working with/advising family office clients or multi-generational families of significant wealth; understands and can relate well to ultra-high net worth clients and their needs and issues; highly proactive approach to serving client needs; knowledgeable about family office best practices.
  • Demonstrated technical expertise in providing sophisticated/complex wealth transfer strategies (estate and gift tax planning) and income tax planning/strategies for individuals, trusts, foundations and partnerships; solid knowledge about other areas of wealth management, including investment management, financial and capital markets, accounting, foundation administration, etc.

Senior Vice President, Senior Portfolio Manager

The Commerce Trust Company has operated for over 100 years as a trust company and leading source of tailored asset management, creative private banking and comprehensive trust services for individuals, families, corporate executives and business owners. In addition, the Commerce Trust Company client serves a variety of institutional clients with customized investment programs, as well as sole-source solutions for all of their financial needs. Total client assets are approximately $30 billion. As a division of a bank holding company, The Commerce Trust Company is among the Midwest’s largest banking organizations, and has a history of financial stability and strong commitment to the communities it serves.

Position Overview

The successful candidate will be based in St. Louis and will be responsible for the management of assigned portfolios for key Family Office clientele, including establishment of investment objectives, asset allocation, selection of specific investments, investment performance reporting, and client service. Participates regularly in new business development opportunities, and selectively involved with strategy and/or policy-making committees, and operates within Investment Policy Committee guidelines.

Qualifications

  • BS/BA required; an MBA from a recognized college or university is preferred.
  • At least twenty years of related portfolio management/analysis experience is required.
  • Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation is strongly preferred.

Senior Vice President | Director of Private Client Advisors

The Commerce Trust Company has operated for over 100 years as a trust company and leading source of tailored asset management, creative private banking and comprehensive trust and family office services for individuals, families, corporate executives and business owners. In addition, our client serves a variety of institutional clients with customized investment programs, as well as sole-source solutions for all of their financial needs. Total client assets are approximately $40 billion. As a division of a bank holding company, our client is among the Midwest’s largest banking organizations, and has a history of financial stability and strong commitment to the communities it serves.

Position Overview For Director Of Private Client Advisors

The successful candidate will be based in Kansas City, MO and will be responsible for management and oversight of the West Region Private Client Advisors and Relationship Managers who provide client services including: goal setting, strategic financial planning, investment management, wealth management education, tax and estate planning, risk management, and other banking-related services such as business banking, mortgage banking and loan management programs.

Qualifications

  • Minimum of ten years’ experience in trusts and investments.
  • Undergraduate degree is required; advanced degree (MBA) is preferred.
  • Strong leadership, management and mentoring skills; able to develop, motivate and lead a culture of quality and excellence; approachable to all clients and office staff.
  • Exhibits polish, professionalism and strong business acumen complemented by strong listening skills; self-motivated and proactive; self-confident; self-starter.
  • Flexible leader with a roll-up-your-sleeves approach and mentality.
  • Demonstrated effectiveness in building relationships and in quickly and effectively developing trust, confidence, and respect with clients; diplomatic, tactful and pragmatic in all interactions.
  • Highly motivated and results oriented team player; demonstrated ability to collaborate with multiple constituencies to accomplish objectives; effective facilitator and problem solver.
  • Strong verbal and written communication skills; strong teaching and presentation skills.
  • Organized, detail oriented and efficient; ability to effectively prioritize and delegate.
  • Sound decision making skills; effectively identifies/anticipates opportunities, needs and issues; makes appropriate decisions and recommendations; resourceful.
  • Demonstrated high intelligence, integrity, honesty, empathy and discretion; maintains confidentiality and highest level of loyalty.
  • Willingness to travel to client and prospective client locations, as required.