MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri.  We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.  

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career.  Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.    

The Technical Project Manager is responsible for the planning, coordination, and oversight of project management tasks related to technology driven initiatives.  By collaborating as a strategic partner with both Enterprise Services (Operations) and Client Teams, this function will maintain the role of trusted advisor across multiple domains.

Essential Responsibilities

• Establish and implement Project Management training processes and strategies for Technology Teams
• Analyze, plan and develop requirements and standards in reference to scheduled projects
• Oversee the daily tasks of technical personnel to ensure efficient and effective project execution toward established milestones
• Influence Business Strategy with fact-based decision-making to all levels of leadership up to senior executive levels utilizing skills in mathematical and statistical techniques and approaches
• Modernize data analysis tools and data visualization
• Develop analysis queries and procedures in analysis software, relevant industry data & methods, and connect external insights to business problems
• Hold regular technical team meetings to determine progress and address any questions or challenges regarding projects
• Collaborate with stakeholders to determine and define the RACI for specific projects or initiatives
• Partner with the Executive Team to drive growth in Decision Science capabilities to better serve the analytics needs of our Client Teams
• Play a key role in the execution of our Artificial Intelligence Center of Excellence

• Bachelor’s Degree in a related technical field required
• 1-3 years of experience preferred
• Professional Project Management Certification from accredited institution (preferred)
• Certifications in technology, Jira project management toolset, etc. (preferred)
• Experience with analytics development
• Experience working in a team environment
• Experience with new and emerging data sets, and incorporation (data wrangling, data munging) into new insights

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: 

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities, insurance commissions and/or trails.