Director, Billing recruitment
Responsibilities:
Relationship Management
The role holder will be responsible for managing strategic and operational relationships with the Operations Business Engagement business-facing teams, the Wealth Shared Services, Group Service Sourcing and major external third party suppliers.
Leadership
The role holder will provide leadership within the Operations team, driving to successful conclusion major initiatives in support of the organization’s growth goals. The successful candidate will be willing to adapt the role to take on new responsibilities and process implementation challenges as needs arise, and be an advocate for change across operations functions and processes.
Advisory Business Support and Billing
The role holder will have overall accountability for the Advisory Billing function and will work with the business to implement an initiative to simplify and streamline the business rules for client/manager billing and sales payouts associated with a variety of products and programs. The role holder will make a significant contribution to process implementations in support of the ongoing build out of internal advisory capabilities.
Supervisory responsibilities
The role holder will have direct leadership of the Operations Billing team.
Key clients (internal and external)
• Services: Shared Service, Group Service Sourcing and Utility Directors and third party suppliers
• Operations Business Engagement: Heads of Business Engagement in the US Regions, Business Product Support and Project steering groups
• Operations: Wider Operations Teams; Operations Risk, Business Management and MI, Change and Wealth Services Processing
• Infrastructure: Wider Infrastructure Teams, including Compliance, Technology, Legal and Credit Risk
The role holder will ensure absolute clarity on the full range of stakeholders and ensure the appropriate the level of involvement/ buy-in, and communications required. The role holder will understand the expectations of all stakeholder groups and individuals and manage towards their expectations.
Requirements:
Basic Qualifications:
Must have 10+ years of experience in the Billing process including the management of a Billing team in an asset management / wealth management operations environment.
BA/BS Degree is required.
Preferred Qualifications:
Exceptional organizational and multitasking skills required.
Wealth Management experience.
Senior operations leadership background.
Broad technical and product knowledge in all area of investment services operational processing including payments settlements, securities, reconciliations, credit operations, banking operations, Fund asset management, Client reporting, Client on-boarding, account management, data reference and revenue regulations.