Senior Advisory Billing Lead for Financial Advisors

Renaissance Financial

Phoenix (AZ)

On-site

USD 65,000 - 90,000

Full time

10 days ago

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Job summary

Renaissance Financial, a comprehensive financial services firm with multiple locations, seeks a detail-oriented Billing Operations professional to manage quarterly billing cycles for Schwab Investment Advisory fee collection. You will ensure data integrity, review reports, and supervise the billing team while collaborating on software and Orion‑based systems to support compliance and client service.

The role involves assisting with account openings, trading, money movement, and custom fee

Qualifications

Bachelor’s degree in accounting or finance preferred.
5+ years working in Finance/Accounting field and/or similar experience required.

Responsibilities

Manage quarterly billing cycle for Schwab Investment Advisory fee collection.
Ensure integrity of Orion data and other data related to fee calculation and compliance monitoring.
Review billing reports for discrepancies and correct as needed.
Review and place trades to support fee collection.
Supervise the Investment Advisory Billing Team.
Assist in development/testing of new software for fee collection.
Assist with Orion-based systems supporting compliance monitoring.
Assist with Investment Advisory operations including account opening, trading, money movement, and service requests.
Assist Financial Advisors in tailoring fee collection parameters for clients’ needs.
Perform additional duties as required.