Estate & Client Transitions Manager, Operations Lead
Listed on 2026-10-16
-
Management
Operations Management, Project & Program Management, Change 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.
Step into the Estate & Client Transitions Manager, Operations Lead role at Moneta in St. Louis, MO, United States and grow with us.
We are currently recruiting a Estate & Client Transitions Manager, Operations Lead for our team in St. Louis, MO, United States.
This is a genuine opportunity to take on the Estate & Client Transitions Manager, Operations Lead role at Moneta.
As a Estate & Client Transitions Manager, Operations Lead, you will play an important part at Moneta in St. Louis, MO, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).