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reporting billing ai automation fidelity📋 Description
- Billing: Manage daily new account billing setup and coordinate monthly billing for accuracy.
- Oversight of reporting systems: ensure data integrity and usage.
- Custodian relationships: oversee Schwab, Fidelity, IB; onboard new partners.
- Special Projects: Project manager for advisor transitions and system unlocks.
- Efficiency Improvements: Drive operational efficiency with best practices.
- AI Adoption: Identify opportunities to apply AI and automation in advisory ops.
🎯 Requirements
- 3+ years in Advisory Ops at an RIA; strong industry standards.
- Hands-on with Orion, AdvicePay, Schwab, Fidelity.
- Leadership and cross-functional collaboration with Product, Compliance, Advisory.
- Billing process management experience.
- Ability to apply AI and automation in daily processes.
- Custodian/vendor relationship management.
🎁 Benefits
- Competitive salary and equity package
- Unlimited PTO and paid holidays
- Medical, dental, and vision plans
- 401(k), commuter, and HSA/FSA plans
- NYC office in Manhattan; lunch and snacks in office
- Mental health resources and WorkLifeMatters EAP
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