Manager, Ia Support

Osaic

Atlanta, GA, US
$75k py; annual performance-based bonus; health, v...
Hybrid (minimum of 4 days weekly in the office)
Advisory fee billing process
Fee calculation and reconciliation
Team leadership and development
Osaic is seeking a Manager for their Investment Advisory Support team, responsible for overseeing the advisory fee billing process in a financial services environment. The ideal candidate will have significant experience in financial operations, leadership skills, and strong knowledge of investment advisory platforms

Job Summary

  • Oversee the end-to-end advisory fee billing process, ensuring accuracy, timeliness, and compliance with internal controls and regulatory requirements.
  • Lead, mentor, and develop a team of fee billing analysts, providing coaching, performance feedback, and professional growth opportunities.
  • Partner closely with Accounting, Operations, Technology, Compliance, and Advisory leadership to support a high-quality client experience and maintain financial integrity.

Matching Summary

Match Score: 85

Osaic is seeking a Manager for their Investment Advisory Support team, responsible for overseeing the advisory fee billing process in a financial services environment. The ideal candidate will have significant experience in financial operations, leadership skills, and strong knowledge of investment advisory platforms.

Salary

$75k per year; annual performance-based bonus; health, vision, dental insurance, 401k, paid time away, volunteer days

Skills & Requirements

Must-have

  • Advisory fee billing process
  • Fee calculation and reconciliation
  • Team leadership and development
  • Process documentation and controls
  • Cross-functional collaboration

Nice-to-have

  • Enhance process efficiency
  • Automate manual workflows
  • Strengthen oversight
  • Serve as escalation point

Key Requirements

  • Minimum 5 years financial services experience
  • Minimum 2 years leadership experience
  • Minimum 3 years billing/accounting experience
  • Investment advisory platform knowledge
  • Accounting principles understanding
  • High school diploma or equivalent

Work Rights

Not specified

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