Chief Wealth Transfer Architect
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-07-08
Listing for:
Moneta Group
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Moneta Group is seeking a Managing Director of Wealth Transfer Strategy in Clayton, MO. This senior role involves delivering estate and business succession strategies to ultra-high-net-worth clients, collaborating with clients and advisors alike.
The ideal candidate will have a JD, extensive estate planning experience, and superb analytical skills. A commitment to ethical client service and continuous education is essential, along with excellent communication to facilitate understanding of complex financial strategies.
This position offers a supportive work environment with robust benefits, including employer-paid insurance and a 401k match.
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