Advisory Billing Manager

Job overview

The Advisory Billing Manager role is onsite in Phoenix, AZ. Compensation is not specified. Renaissance Financial’s mission is to help clients achieve financial freedom through business and personal planning. The manager leads billing operations that support financial advisors and their teams. By overseeing accurate fee collection, reliable data, reporting, and related operational processes, the role helps facilitate timely billing cycles and compliance monitoring.

What you'll do

• Manage the quarterly billing cycle for Schwab Investment Advisory fee collection
• maintain integrity of Orion and related data
• review billing reports and correct discrepancies
• review and place trades supporting fee collection
• supervise the Investment Advisory Billing Team
• assist with development and testing of fee-collection and compliance-monitoring systems
• support investment advisory operations and advisor fee-parameter requests.

What we're looking for

Skills & competencies

advisory billing manager

billing operations

investment advisory

fee collection

orion

compliance monitoring

financial services

phoenix az

renaissance financial

full-time

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• The employer describes industry-leading benefits and team outings.

Why this role

Requires five or more years of finance or accounting experience and a bachelor's degree; SIE, Series 7, and Series 66 are required, while Series 24 is preferred.

About the employer

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