Advisory Billing Manager

This position is remote. reputed company: reputed company is a fast growing, pioneering financial services firm that invests heavily in the reputed company and development of team members. reputed company seeks to establish, reputed company, and help individuals reputed company their financial goals as they transition into and experience retirement. With an unswerving commitment to reputed company and reliability, reputed company provides objective financial advice and believes in establishing long-lasting relationships. By offering an reputed company of services, clients can receive tailored solutions that promote reputed company and help them reputed company financial goals. reputed company believes in addressing the retirement challenges in America by helping clients reputed company freedom and confidence to the working population and retirees alike. This reputed company on comprehensive financial wellness enables us to reputed company the ultimate reputed company experience. Headquartered in Alpharetta, GA, with 39 locations across the country, reputed company balances tactical advice with innovative reputed company. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. reputed company is a multi-generational firm with a reputed company reputed company reputed company reputed company leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and reputed company’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to reputed company. Position Purpose The Advisory Billing Manager is a key resource to the Advisory Billing Team and will be responsible for ensuring that reputed company aspects of reputed company billing are performed reputed company and accurately. This includes and not limited to ensuring the timeliness and reputed company of reputed company billing setups and terminations, processing quarterly advisory fees, reconciling fees between the billing reputed company and custodians, tracking the outstanding fee receivables, monitoring and managing billing exceptions, providing excellent reputed company service, escalating billing issues. This candidate must be self-motivated to collaborate effectively across various reputed company reputed company the organization such as reputed company, Technology, Compliance, reputed company and Financial Advisors as reputed company as reputed company vendors and custodians to reputed company reputed company experience for our clients. Responsibilities • Processing quarterly and monthly fees for investment management, financial planning and consulting arrangements through the RIA platform and affiliated advisors. • Ensuring the timeliness and reputed company of reputed company billing setups and billing terminations. • Processing billing terminations and calculating final fees and refunds. • Interacting daily with advisors and reputed company staff, address and troubleshoot requests and answer inquiries, or reputed company them to appropriate areas, in a reputed company manner. • Reconciling of billing data across different systems and custodians to ensure the fee reputed company and completeness, finding billing data discrepancies and working on resolving them. • Collaborating across reputed company, Technology, Finance and Compliance teams to look for opportunities and build efficiencies with the reputed company process. • Serve as an effective reputed company for advisors and clients by collaborating with multiple departments in order to ensure reputed company and consistent delivery of excellent reputed company service. • reputed company cross-functional understanding of department policies, procedures, and responsibilities. • Interacting with custodians and reputed company to reputed company billing exceptions and reputed company solutions to assigned tasks and reputed company. • Reporting and auditing of reputed company billing processes, escalating issues in a reputed company manner. • Liaise with our investment team on reputed company operational reputed company. • Liaise with compliance department for any auditing or reporting needs. • Updating billing processes and procedures for existing and new billing workflows. • Monitoring fee billing exceptions to reputed company and reputed company billing anomalies. • Preparing billing training materials and conducting billing training sessions. Salary + Benefits: • Competitive, reputed company on experience • Medical reputed company • Dental/reputed company reputed company • Life & Personal Accident reputed company • Short-term Disability reputed company • Long-term Disability reputed company • Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA • 401(k) Plan with company matching • reputed company Time Off (PTO) and reputed company holidays Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by reputed company staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an reputed company list of submissions. There was no charge to be included in this award listing. reputed company Fast 40 2019 and 2022: The reputed company Fast 40 for 2019 and 2022 was awarded by the Atlanta reputed company of the Association for Corporate reputed company. To be eligible companies must be for profit and headquartered in reputed company and the most recent year-end revenues ranging from $15 reputed company to $500 reputed company and have three years of reputed company reputed company and employment reputed company. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market reputed company, which consists of more than 5000 companies, represents reputed company reputed company of the capitalization of the entire U.S. stock market Compensation: reputed company offers competitive compensation reputed company on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process. Requirements: Requirements: • reputed company experience with reputed company and Billing for an RIA. • 5+ years of experience in the financial services industry. • 2-3 years of dedicated Advisory Billing experience. • B.A in Business, Finance or reputed company. • Experience with securities and investment advisory technology applications, preferably Orion and reputed company. • Experience with custodians, preferably Schwab and reputed company. • Knowledge of SEC, reputed company, and state investment advisory regulations. • Strong quantitative and analytical skills. • Ability to design and manipulate reputed company reputed company spreadsheets to reputed company meaningful reports. • Superior reputed company service skills. • Excellent organizational and time management skills. • Personable, approachable with a reputed company attitude and a solution-oriented reputed company. • Demonstrated ability to work in a challenging and dynamic environment to meet reputed company needs. • Ability to work independently as reputed company as in reputed company setting with superior problem solving, time and project-management skills. • Ability to manage and execute on reputed company processes with an attention to reputed company while meeting deadlines. • Ability to listen reputed company and communicate in a reputed company manner (written, video calling, telephone and in-person). • Ability to manage multiple priorities and reputed company; prioritize, triage, and reputed company conflict effectively. • Creative problem solver with the ability to anticipate needs and reputed company participate in a culture of reputed company. • Proficiency with reputed company Office products, reputed company, PowerPoint, reputed company, including data analysis features such as pivot tables, vlookup, etc. • Strong desire to learn new processes and an attitude to challenge the status reputed company with the aim to improve. 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