Senior Specialist Billings & Promotions

Personal Capital

Personal Capital

Greenwood Village, CO, USA
Posted on Saturday, November 18, 2023

Senior Specialist Billings & Promotions

Apply Location Greenwood Village, Colorado Workplace Flexibility Remote Date posted 11/16/2023 Job ID R.0043468

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.

What you will do

  • 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.

What you will bring

  • Bachelor’s degree in accounting preferred, but not required.

  • 1 year experience in Advisory Billing and Promotions.  

What will set you apart

  • 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.).

***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.***

What we offer you

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.

Base Salary Range

$56,200.00 - $79,375.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

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