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Senior Advisory Billing Lead Financial Advisors

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Renaissance Financial
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Accounting & Finance, Financial Compliance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Senior Advisory Billing Lead for Financial Advisors

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

The Senior Advisory Billing Lead for Financial Advisors role at Renaissance Financial is now open for applications in Phoenix, AZ, United States.

This role, Senior Advisory Billing Lead for Financial Advisors at Renaissance Financial, could be your next career step.

Are you ready to take on the Senior Advisory Billing Lead for Financial Advisors role at Renaissance Financial?

We would love to welcome a new Senior Advisory Billing Lead for Financial Advisors to our team in Phoenix, AZ, United States.

Position Requirements
10+ Years work experience
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