Manager, Ia Support

Osaic

Atlanta, GA, US
Base: $75k py; bonus: annual performance-based bon...
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5 years financial services experience
2 years leadership role managing teams
3 years billing or accounting experience
** Osaic is seeking a Manager of Investment Advisory (IA) Support to oversee the advisory billing process, ensuring accuracy and compliance. The role requires strong leadership and experience in financial services, particularly in billing and accounting functions, and offers a competitive salary with various benefits. **

Job Summary

  • This role leads a team responsible for fee calculation, account-level reconciliation, exception resolution, and periodic auditing of advisory billing activities.
  • The position offers a competitive compensation package including health, vision, dental insurance, 401k, paid time away, and volunteer days.
  • Applicants must be located at one of the specified hubs and willing to work a hybrid schedule requiring a minimum of 4 days weekly in the office.

Matching Summary

Match Score: 75

** Osaic is seeking a Manager of Investment Advisory (IA) Support to oversee the advisory billing process, ensuring accuracy and compliance. The role requires strong leadership and experience in financial services, particularly in billing and accounting functions, and offers a competitive salary with various benefits. **

Salary

Base: $75k per year; Bonus: Annual performance-based bonus; Benefits: Health, vision, dental, 401k, PTO, volunteer days

Skills & Requirements

Must-have

  • 5 years financial services experience
  • 2 years leadership role managing teams
  • 3 years billing or accounting experience
  • Knowledge of Envestnet and clearing firms
  • Strong understanding of internal controls

Nice-to-have

  • Experience in wealth management operations
  • Familiarity with portfolio accounting platforms
  • Audit or control testing experience
  • Ability to thrive in fast-paced environment
  • Advanced degree or professional certifications

Key Requirements

  • Bachelor's degree preferred or equivalent experience
  • FINRA licenses (Series 7) strongly preferred
  • Minimum 5 years financial services experience
  • Minimum 2 years leadership experience
  • Minimum 3 years billing or accounting experience

Work Rights

Not specified

Tailored Resume

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