Delivering a Transformative Experience with Wealth
Careers
Monograph is committed to delivering a purposeful wealth experience for our clients.
We take pride in being the trusted advocates for families who have - or are creating - intergenerational wealth and the institutions they have built. We do this in a non-Wall Street, collaborative, and entrepreneurial environment.
We endeavor to serve our clients in a comprehensive, strategic, and pragmatic fashion by exhibiting our core values as a team:
Steadfast dedication to our clients
A team mindset
Proactiveness
Grit and initiative
A commitment to individual and firm excellence
Open Roles
-
Status: Full Time
Location: Manhattan Beach, CA (on-site)
Position summary: Monograph is searching for a Client Service Specialist to join our boutique wealth management firm. This is an excellent opportunity for an experienced client service, administrative, financial planning, and/or financial operations professional.
Learn more about the role here.
-
Status: Full Time
Location: Manhattan Beach, CA (on-site)
Position summary: Monograph is seeking a Client Service Manager to join our team. Reporting to firm leadership, the Client Service Manager will service some of the firm’s largest clients, as well as overseeing the day-to-day execution of client service operations. This role is responsible for directing client service delivery, managing a team of client service professionals, and driving operational excellence across the client experience.
Learn more about the role here.
We are a fast-growing company centered on a culture of learning and achievement.
Our team members come together from a variety of backgrounds and disciplines in the shared effort to support our clients in their pursuit of intention and legacy.
We are pleased to have the following career opportunities open at Monograph and invite you to check back periodically as new positions become available.
-
Status: Full Time
Location: Manhattan Beach, CA (on-site)
Position summary: Monograph is seeking a highly organized, proactive, and hospitality-minded Office Manager to oversee the day-to-day operations of the office and help create a professional, welcoming, and well-run environment for clients, team members, and guests. This role is responsible for a broad range of administrative, operational, and logistical functions, including office and inventory administration, vendor management, facilities oversight, and clerical duties.
Learn more about the role here.
Apply with your resumé and cover letter.