AI Advisory Workflow Architect
moneta groupClayton (MO)
About the role
Moneta Group in Clayton, MO is seeking an AI Advisor to translate real-world advisor experience into scalable AI-enabled workflows that boost advisor productivity and improve the client experience.
The AI Advisor will bridge Advisory Teams, Enterprise Services, Technology, Data, and AI capabilities, documenting current work, mapping workflows, and designing AI-supported processes across client communications, planning, onboarding, CRM, and research.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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