moneta group investment advisorsClayton, MO
AI-Powered Advisory Workflow Architect
AI-Powered Advisory Workflow Architect
AI-Powered Advisory Workflow Architect
moneta group investment advisorsClayton, MO
today
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesComputer Systems Design Services
Apply for this 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.
Also on the board Same function, level within a rung
Level
Senior
Location
Clayton, MO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today