This position has been filled.
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.
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.
- 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.