Investment Advisory Billing Manager | Data & Compliance

Renaissance Financial; Omaha (NE); On-site; USD 60,000 - 90,000; Full time

Job summary

Renaissance Financial is a comprehensive financial services firm recruiting for a full-time Billing Operations role in Omaha to support financial advisors’ billing cycles. You will keep data clean, process account changes, and produce advisor reports with proactive communication and audits.

The position emphasizes accuracy, confidentiality, and collaboration, with opportunities to contribute to software testing and fee-collection improvements while supporting trading and client-specific fee

Qualifications

• Bachelor’s degree with an accounting or finance degree preferred
• 5+years working in Finance/ Accounting field and or similar experience required
• SIE
• Series 7
• Series 66
• Series 24 (preferred)

Responsibilities

• Manage quarterly billing cycle for Schwab Investment Advisory fee collection
• Ensure the integrity of Orion data and other data, both internal and third party, related to the calculation of fees and support of compliance monitoring
• Review billing reports for discrepancies and make any necessary corrections
• Review and place trades to support the collection of fees
• Supervise the Investment Advisory Billing Team
• Assist in the development and testing of new software systems supporting fee collection
• Assist in the development and testing of Orion based systems supporting compliance monitoring
• Assist with Investment Advisory operations including account opening, trading, money movement and other service requests
• Assist Financial Advisors in tailoring fee collection parameters for clients’ specific needs
• Additional duties as may be required
• High level of interpersonal skills to handle sensitive and confidential situations
• This position requires demonstrated poise, tact and diplomacy
• Ability to interact and communicate with individuals at all levels of the organization
• Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines
• Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Knowledge of data gathering and reporting procedures with a high level of attention to detail
• Flexibility for travel
• Ability to supervise and problem solve
• Sound judgment when weighing options in difficult situations
• Self-starter and motivated

Skills

Interpersonal skills

Poise & diplomacy

Communication

Organization & detail

Multitasking

Data gathering

Travel flexibility

Supervision

Judgment

Self-motivated

Education

Bachelor’s degree in Accounting or Finance

5+ years Finance/Accounting experience

Tools

Microsoft Office

Excel

Outlook

Word

Visio

PowerPoint

Orion Technology

Salesforce

Job description

Renaissance Financial is a comprehensive financial services firm recruiting for a full-time Billing Operations role in Omaha to support financial advisors’ billing cycles. You will keep data clean, process account changes, and produce advisor reports with proactive communication and audits.

The position emphasizes accuracy, confidentiality, and collaboration, with opportunities to contribute to software testing and fee-collection improvements while supporting trading and client-specific fee