Advisory Billing Manager

Job overview

The Advisory Billing Manager role is onsite in Saint Louis, MO. Compensation is not specified. Renaissance Financial is a financial services firm whose mission is to help clients achieve financial freedom through business and personal planning. The manager leads investment advisory billing operations, supporting financial advisors and their teams with accurate fee collection, reliable data, and timely billing cycles. The role also supports compliance monitoring and related investment advisory operations.

What you'll do

• Manage quarterly billing for investment advisory fee collection
• maintain integrity of Orion and related data
• review billing reports and correct discrepancies
• review and place trades to support fee collection
• supervise the Investment Advisory Billing Team
• assist with software and compliance-system development and testing
• support account opening, trading, money movement, and service requests
• help advisors tailor fee collection parameters.

What we're looking for

Skills & competencies

advisory billing manager

investment advisory

fee collection

quarterly billing

orion technology

compliance monitoring

financial services

saint louis mo

renaissance financial

series 7

series 66

sie

medallion signature guarantee

Work arrangement

• Weekend coverage required

Benefits & perks

• The company describes industry-leading benefits and team outings
• specific benefit details are not listed.

Why this role

Requires Medallion Signature Guarantee, SIE, Series 7, and Series 66 registrations; Series 24 is preferred. The posting notes flexibility for travel.

About the employer

Renaissance Financial Corporation is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.