Senior Specialist Billings & Promotions

Dev•Greenwood Village, CO

17d•Remote

About The Position

Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. The Billing and Promotions Specialist Senior assists the Advisory Billing Manager with oversight of the Billing & Promotions area and serves as a subject matter expert for topics related to Client Fee Promotions and the Billing of Empowers’ Personal Strategy Advisory Accounts. The main aspect of this role will be the performing of regular QA and control activity around the processes performed by the Billing and Promotions area. The role will demonstrate leadership by serving the Billing & Promotions Specialist team through providing support with high touch items, providing guidance, and offering help when and where needed. Various other duties will be assigned as necessary.

Requirements

Bachelor’s degree in accounting preferred, but not required.
1 year experience in Advisory Billing and Promotions.
Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Nice To Haves

Working knowledge of investment products and services.
Excellent operational, organizational and follow-up skills.
Proven ability to follow and maintain appropriate policies & procedures for regulatory-driven requirements.
Exceptional verbal, written, and listening communication skills.
Strong interpersonal skills.
Team oriented and collaborative.
Strong analytical and problem-solving skills .
Detail-oriented, accurate and extremely organized.
Moderate to advanced skills in Excel.
Experience with Salesforce.
Experience with Tableau.
Experience with other areas of the client operations aspect of investment advisory (examples: ACAT, IRA distributions, trading, etc.).

Responsibilities

Develop, maintain, and process quality controls applicable to Billing and Promotion processes.
Update billing processes and procedures as appropriate.
Auditing new/existing promotion and other billing related documentation.
Report on and audit billing fulfillment for Corporate Finance.
Liaise with Portfolio Management on client operational matters.
Liaise with Compliance department for any auditing or reporting needs.

Benefits

We offer an array of diverse and inclusive benefits regardless of where you are in your career.
We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.