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