Estates & Terminations: Client Transitions Manager
Listed on 2026-10-20
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Finance & Banking
Regulatory Compliance Specialist, Wealth Management -
Management
Regulatory Compliance Specialist, Project & Program Management, Wealth Management
Moneta Group Investment Advisors LLC is seeking a Manager of Client Transitions – Estates & Terminations to oversee the custodial paperwork process within Operational Services. You will manage Client Transitions Specialists, balance workload, and drive process improvements with trust operations partners to ensure regulatory compliance and a high-quality client experience.
You will monitor performance metrics, coordinate with custodians and internal teams, and lead system enhancements with
This position is for the Estates & Terminations:
Client Transitions Manager role at Moneta Group Investment Advisors LLC.
The Estates & Terminations:
Client Transitions Manager role at Moneta Group Investment Advisors LLC is now open for applications in Clayton, MO, United States.
Join us at Moneta Group Investment Advisors LLC as our next Estates & Terminations:
Client Transitions Manager in Clayton, MO, United States.
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