AI Advisory Workflow Architect
moneta groupClayton, MO
AI Advisory Workflow Architect
moneta groupClayton, MO
today
Industries
Computer Systems Design ServicesOther Management Consulting ServicesOther Scientific and Technical Consulting ServicesAbout the role
Moneta Group in Clayton, MO is seeking an AI Advisor to translate real-world advisor experience into scalable AI-enabled workflows that boost advisor productivity and improve the client experience.
The AI Advisor will bridge Advisory Teams, Enterprise Services, Technology, Data, and AI capabilities, documenting current work, mapping workflows, and designing AI-supported processes across client communications, planning, onboarding, CRM, and research.
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JOB OVERVIEW
Experience level
Lead
Location
Clayton, MO
Occupation
Management Analysts
Industry
Computer Systems Design Services
Posted
today
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