Senior Advisory Billing Lead for Financial Advisors

Posted yesterday

renaissance financialPhoenix (AZ)

Billing and Posting Clerks Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

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

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.