Advisory Billing Manager

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our mission is to help clients achieve financial freedom through creative business and personal planning. Our true team approach and entrepreneurial atmosphere set us apart, offering professional growth opportunities and a lasting impact on our organization and community. We support and reward our staff through team outings and industry-leading benefits because we sincerely care about the well-being of our team members.

About the role

This full-time position delivers exceptional support and service to financial advisors and their teams by ensuring accurate, timely, and efficient billing operations. You will maintain clean and reliable data systems, process account changes with precision, and produce customized reports for advisors. Through proactive communication, ongoing audits, and collaborative problem-solving, you will facilitate seamless billing cycles.

Responsibilities

• Manage quarterly billing cycle for Schwab Investment Advisory fee collection
• Ensure the integrity of Orion data and other internal and third-party data related to fee calculation and compliance monitoring
• Review billing reports for discrepancies and make necessary corrections
• Review and place trades to support fee collection
• 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 required

Requirements

• High level of interpersonal skills to handle sensitive and confidential situations
• 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 composing, typing, and proofing materials, establishing priorities, and meeting deadlines
• Ability to work in a fast-paced environment and juggle multiple competing tasks
• 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

Qualifications

• Bachelor’s degree with an accounting or finance degree preferred
• 5+ years of experience in Finance/Accounting or a similar field
• Registrations and Certifications Required: Medallion Signature Guarantee, SIE, Series 7, Series 66, Series 24 (preferred)

Skills

• Microsoft Suite (Excel, Outlook, Word, Visio, PowerPoint)
• Orion Technology
• Salesforce

Benefits

We support and reward our staff through team outings and industry-leading benefits because we sincerely care about the well-being of our team members.

Schedule

Standard 40-hour work week in a business professional office environment.