AI Advisor
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Description
Job Summary Translate real-world advisor experience into scalable AI-enabled workflows and solutions that improve advisor productivity, enhance the client experience, and increase the capacity of Moneta's advisory teams.
The AI Advisor will serve as the bridge between Advisory Teams, Enterprise Services, Technology, Data, and AI capabilities, ensuring that solutions are designed around how advisors actually work.
Essential
Responsibilities
Meet with advisors and service teams to document how wo…
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