CLIENT ASSOCIATE

Location: Clayton, MO
Reports to: Chief Operating Officer

Smith Moore’s Client Associate will provide daily administrative and operational support to a well-established Financial Advisor and Wealth Management Associate as a member of their team. The position requires excellent verbal and written communication skills. Great customer service and strong organizational skills are necessary to ensure the highest quality of service for our clients.

Operations Manager & Systems Integration Manager

Location: Clayton, MO
Reports to: Chief Operating Officer

Smith Moore’s Operations Manager & Systems Integration Manager is responsible for oversight and day-to-day supervision of a highly experienced operations staff, as well as complete understanding and support of various systems used. This individual works closely with financial advisors and professionals, compliance and client associates to provide an excellent level of service to our clients.

OPERATIONS ASSOCIATE

Location: Clayton, MO
Reports to: Chief Operating Officer

Smith Moore’s Operations Associate is responsible for the day-to-day duties of various processes in Operations. An associate will work with a highly experienced operations staff. The position requires a strong understanding of the specific duties assigned. This individual works closely with financial advisors and professionals, compliance, and client associates to provide an excellent level of service to our clients. This role requires cross training and back-up for all operations roles.

Director of Practice Management

Location: Clayton, MO
Reports to: Chief Executive Officer

The Director of Practice Management is responsible for onboarding new financial advisors and partnering with existing branch managers to lead their teams in building successful practices, by supporting and training them at every stage of their career. The focus is to grow the firm by providing financial advisors with knowledge, skills, competitive insights, and tools to optimize their practice and deliver industry leading client experiences.

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