AI-Powered Advisory Workflow Architect

Posted 2 days ago

moneta group investment advisorsClayton (MO)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

Apply

About the role

Moneta Group Investment Advisors LLC seeks an experienced AI Advisor to translate real-world advisor experience into scalable AI-enabled workflows that boost advisor productivity and enhance client experience. The role bridges Advisory Teams, Enterprise Services, Technology, Data, and AI, documenting workflows and prioritizing improvements. You will design AI-supported processes for client communications, onboarding, and CRM updates, and develop reusable automation tools.

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.