Application Specialist

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we've built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Summary

Our Technology Group is seeking an experienced and innovative Application Specialist to support the implementation, maintenance, & optimization of finance-related technology solutions. This role is responsible for ensuring seamless integration and workflows across all solutions, focusing on security, performance, & scalability to ensure technology solutions meet business goals and requirements.

Essential Responsibilities

• Manage technology-based projects including workflow mapping, communicating enhancements and issues to teams, fostering an open dialogue between front-end users & back office.
• Help users implement technology solutions in a cost-effective way by understanding client needs and communicating clearly to stakeholders, facilitators and partners.
• Understand business goals, team responsibilities, and processes to successfully test technology enhancements and integrate technology into efficient workflows.
• Work with business stakeholders and the Technology Department to define scope and objectives to ensure solution projects are in alignment with the strategic goals of the organization.
• Work closely with security and compliance teams to ensure all technology solutions adhere to required security protocols and regulatory standards.
• Proactively assess emerging technologies & innovative process improvements
• Act as a subject matter expert, providing guidance to all teams along with troubleshooting complex technical issues as they arise.
• Accountable for supporting success of both individuals on team and team as a whole.

Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, or a related field
• 2+ years related experience preferred
• Understanding of Software Development Life Cycles, requirements gathering, and user interface/interaction design in an enterprise environment preferred
• Understanding of modern architectures (cloud, microservices, APIs) preferred
• Proficient in Microsoft Office applications
• Technical proficiency with a variety of software applications
• Must be authorized to work in the United States

Additional Information

This is an exempt, full-time salary position reporting to the VP of Enterprise Applications.

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

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paidshort-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 is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.