Senior Associate - Operations - Advisory Billing

Job Description

Wealth Management / St. Pete / Operations

This Jobot Job is hosted by: Katrina McFillin

Salary: $80,000 - $100,000 per year

A bit about us:

We are a leading WealthTech platform and the industry advocate for independent financial advisors. We are on a mission to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients.

Why join us?

We are a dynamic and fast-growing firm, having exceeded $100 billion in assets under management over the past decade. Our ambitious target is to reach $500 billion within the next three years. We seek individuals who are passionate about our mission to prioritize clients and empower advisors with greater independence.

comprehensive health, dental, and vision insurance

401(k) with company match

unlimited PTO

bonus

FSA/HSA with company contributions

Job Details

The Operations team is responsible for the overall administration of the firm’s turnkey asset management program (TAMP). This role is integral to executing the various duties conducted through the department, including client account setup on the Investment Management Account platform, performing tasks as part of the transition operations onboarding process, providing excellent client service related to client accounts, and processing advisor and manager fee billing.

If you are someone who comes from a wealth management background and are looking to level up with a top company, this is the opportunity for you. They have promoted folks from this department into other roles and quickly. This is the opportunity to get in on the ground floor and learn the business to grow with the business.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

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Full-time