Client Success Manager, Wealth Advisory

Posted 5 days ago

monetaDenver (CO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

Moneta is seeking a Client Service Manager to develop and maintain relationships with clients through regular interaction and proactive service. You will work with Advisors and Partners on client projects, ensuring high-quality support and accurate record-keeping. This full-time, non-exempt role located in Denver focuses on onboarding, coordinating with operations, and executing investment recommendations in line with policies and regulatory standards. #J-18808-Ljbffr

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.