Manager, IA Support

Leadership Opportunity in Financial Services

WMP Billing Manager- Investment Advisory (IA) Support

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $75k per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

As the Manager of WMP Advisory Billing you will oversee the endtoend advisory fee billing process, ensuring accuracy, timeliness, and compliance with internal controls and regulatory requirements. This role leads a team responsible for fee calculation, account-level reconciliation, exception resolution, and periodic auditing of advisory billing activities. The manager ensures that workflow processes are efficient, well-documented, and consistently executed. This role partners closely with Accounting, Operations, Technology, Compliance, and Advisory leadership to support a high-quality client experience and maintain financial integrity.

Education Requirements:

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

• Oversee daily, monthly, and quarterly billing workflows to ensure accuracy and adherence to SLAs.
• Lead, mentor, and develop a team of fee billing analysts, providing coaching, performance feedback, and professional growth opportunities.
• Develop and maintain team procedures, process documentation, and internal controls.
• Assign and manage workload distribution, ensuring timely completion of all billing cycles and reconciliation tasks.
• Partner with cross-functional leaders to enhance process efficiency and automate manual workflows where appropriate.

• Oversee accurate calculation of advisory fees, including tiered billing, breakpoint reviews, householding, and prorated adjustments.
• Ensure data integrity between portfolio/accounting systems and billing platforms.

• Identify and mitigate process risks, ensuring strong controls are in place to prevent errors.
• Support internal and external audit requests, providing documentation and process explanations.

• Identify and implement process improvements that reduce errors, shorten cycle times, and strengthen oversight.

• Serve as an escalation point for complex fee inquiries from advisors, internal partners, and clients.
• Provide reporting and analytics on billing trends, error rates, revenue impacts, and operational performance.

Basic Requirements:

• Minimum 5 years of experience in financial services with at least 2 years in a leadership role managing managers or multiple teams or processes.
• Minimum 3 years of experience in billing, accounting, financial operations, or related functions.
• Strong knowledge of investment advisory platforms, including Envestnet, clearing firms (Pershing/NFS), and related vendor systems.
• Strong understanding of accounting principles, reconciliation processes, and internal controls.
• Excellent analytical, problem-solving, and critical-thinking skills.
• Exceptional communication, influencing, and relationship-building skills.
• Ability to thrive in a fast-paced, dynamic environment with frequent changes and competing priorities.

Preferred Requirements:

• Experience in wealth management, investment advisory operations or financial services billing.
• Familiarity with advisory fee billing systems, portfolio accounting platforms, or CRM systems.
• Audit or control testing experience.
• FINRA licenses (Series 7 and others) strongly preferred; SIE completion.
• Advanced degree or professional certifications (e.g., CFP, CIMA) a plus.