Senior Retirement Plan Operations & Client Success Lead
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-08-29
Listing for:
Moneta Group
Full Time
position Listed on 2026-08-29
Job specializations:
-
Management
Client Relationship Management, Project & Program Management
Job Description & How to Apply Below
Moneta Group, based in Clayton, MO, is seeking an experienced operations and project manager for its retirement plan advisory team. The role coordinates client onboarding through ongoing plan reviews, aligning with Advisors, Partners, clients, and external stakeholders to ensure timely delivery and compliance.
Responsibilities include managing projects, communications, and content; supporting Advisors and Partners on processes; and maintaining up-to-date plan knowledge, relationships with
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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