Estate & Client Transitions Manager, Operations Lead
Listed on 2026-10-16
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Management
Operations Management, Project & Program Management, Regulatory Compliance Specialist
Moneta seeks a Manager of Client Transitions – Estates & Terminations to lead the custodial paperwork process within Operational Services. You will manage the workload of Client Transitions Specialists and partner with trust operations to ensure a high-quality client experience.
You will drive efficiency, monitor metrics, and coordinate with Estate Planning, Compliance, and custodians to implement best practices and provide growth opportunities for your team.
As a Estate & Client Transitions Manager, Operations Lead, you will play an important part at Moneta in Clayton, MO, United States.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Estate & Client Transitions Manager, Operations Lead role in the description above.
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