Advisory Billing Platform Operations Associate

4 weeks ago

Saint Petersburg, United States Dynasty Financial Partners, LLC Full time
Job DescriptionJob DescriptionDescription:

Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is 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.


Dynasty offers integrated and differentiated solutions and services ranging from transition support, experience and community, technology and CRM, finance, investments and operations, marketing, compliance, practice management, M&A, and capital strategies. Dynasty has established offices in St. Petersburg (Headquarters), New York City, and Chicago.


Job Overview

We are seeking a motivated, self-starting individual to join our firm as an Associate, Advisory Billing Platform Operations. You will actively engage with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and agencies. This role will report directly to Dynasty’s VP- Billing Supervisor and is an in-office position in downtown St. Petersburg, Florida. The Dynasty 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. This position must work effectively with internal members of the Dynasty team and engage management, independent financial advisors, and technology resource partners.


Responsibilities:

  • Carries out the required processes involving the TAMP billing platform, including maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians.
  • Work directly with Dynasty team members and our clients as a subject matter expert to ensure the delivery of Operational advisory fee billing activity
  • Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows. Recommend and implement changes to avoid future occurrences
  • Communicates with custodians, resource partners and Dynasty home office departments to support TAMP functionality and integration between various aspects of the platform.
  • Monitors accounts and activities on platform for both professionally managed and advisor managed programs.
  • Assists in compiling and analyzing data on a monthly/quarterly basis in accordance with billing and service practices.
  • Supports tasks related to advisor onboarding and internal conversions to the reporting and investments platforms.
  • Participates in special projects and cross-trains on other departmental functions.
  • Acts as backup to support while team members are away from the office.
  • Other duties as assigned.
Requirements:

Requirements:

  • Bachelor’s degree in Finance, Computer Science, Data Analytics or relevant field.
  • 1 – 3 years of experience in financial services or applicable industry.
  • Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce, and custodians such as Schwab, Fidelity, and Pershing
  • Wealth Management or Financial Services background helpful but not required
  • Entrepreneurial mindset – Ability to adapt and innovate in a fast-paced environment
  • Client experience – Ability to consult internal and external clients; Strong client-first mentality
  • Culture carrier – Adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency
  • Strong quantitative and analytical skills – You can detect and translate a story behind numbers and data
  • Verbal and written communication skills – You can translate and present complicated ideas in a simple, easy to understand yet inspirational/creative style
  • Critical thinking and problem-solving abilities – Ability to think unconventionally in proposing potential solutions or opportunities to issues
  • Strong learning orientation and lean into new opportunities and are willing to challenge the status quo
  • Strong attention to detail to ensure quality standards are met without impairing workflow.
  • Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines.


Successful candidates will:

  • Act with an entrepreneurial spirit and a willingness to show initiative
  • Be willing to work hands-on and deliver against the outputs of strategic Operations initiatives and programs
  • Think proactively to create value and stickiness with clients (both internal and external)
  • Be comfortable working and thriving in a demanding and fast-paced environment
  • Be a culture carrier and adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency
  • Show eagerness to learn and grow within the firm


At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.


BENEFITS

  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

  • Advisory Billing Senior Manager

    4 weeks ago

    Saint Petersburg, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionJob DescriptionDescription:Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their...

  • Sr. Advisory

    4 weeks ago

    Saint Petersburg, United States Raymond James Full time

    Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office. Job Summary Under limited supervision, uses advanced knowledge and skills to provide support and assistance to complete assigned job responsibilities and projects that are moderately complex in nature. Projects and...

  • Sr. Advisory

    3 weeks ago

    Saint Petersburg, United States Raymond James Full time

    Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office. Job Summary Under limited supervision, uses advanced knowledge and skills to provide support and assistance to complete assigned job responsibilities and projects that are moderately complex in nature. Projects and...

  • Billing Specialist

    4 weeks ago

    Saint Petersburg, United States Smart Choice Communications Full time

    Job DescriptionJob DescriptionPosition: Billing SpecialistEmployment Type: Full TimeLocation: St. Petersburg, FLIndustry: Information Technology and ServicesWho we are: SmartChoice is a leading provider of business cloud communications with a unique portfolio of solutions including UCAAS, collaboration platforms, and dedicated contact centers. Through its...

  • Investment Advisory Compliance Counsel

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Job DescriptionWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client....

  • Asset Management Operations

    3 weeks ago

    Saint Petersburg, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionJob DescriptionDescription:This role is based in Dynasty’s Headquarters in St. Petersburg, FL.Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their...

  • Asset Management Operations

    3 weeks ago

    Saint Petersburg, United States Dynasty Financial Partners, LLC Full time

    Job DescriptionJob DescriptionDescription:This role is based in Dynasty’s Headquarters in St. Petersburg, FL.Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their...

  • Billing Analyst

    3 weeks ago

    Saint Louis, United States ServiceTitan Full time

    Who We Are: We're Aspire, the leading SaaS provider for the landscaping and commercial cleaning industries and a proud member of the ServiceTitan family since 2021. Our cloud-based business management system automates all aspects of field service operations for enterprise and small to medium-sized businesses enabling our clients to accelerate growth,...

  • Billing Analyst

    3 weeks ago

    Saint Louis, United States ServiceTitan Full time

    Who We Are: We're Aspire, the leading SaaS provider for the landscaping and commercial cleaning industries and a proud member of the ServiceTitan family since 2021. Our cloud-based business management system automates all aspects of field service operations for enterprise and small to medium-sized businesses enabling our clients to accelerate growth,...

  • Commercial Lines Client Advisor

    4 weeks ago

    Saint Petersburg, United States Acrisure Full time

    Job Title: Client Advisor Agency/Platform: Southeast Platform Location: Tampa, FL About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what...

  • Commercial Lines Client Advisor

    3 weeks ago

    Saint Petersburg, United States Acrisure Full time

    Job Title: Client Advisor Agency/Platform: Southeast Platform Location: Tampa, FL About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what...

  • Sr. Advisory

    3 weeks ago

    St Petersburg, United States Raymond James Full time

    Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.Job SummaryUnder limited supervision, uses advanced knowledge and skills to provide support and assistance to complete assigned job responsibilities and projects that are moderately complex in nature. Projects and duties...

  • Sr. Advisory

    4 weeks ago

    St Petersburg, United States Raymond James Full time

    Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.Job SummaryUnder limited supervision, uses advanced knowledge and skills to provide support and assistance to complete assigned job responsibilities and projects that are moderately complex in nature. Projects and duties...

  • Advisor, Supervision- Investment Advisory

    4 weeks ago

    St Petersburg, United States Raymond James Financial Incorporated Full time

    Department Overview: Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset...

  • Advisor, Supervision- Investment Advisory

    3 weeks ago

    St Petersburg, United States Raymond James Financial Incorporated Full time

    Department Overview: Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset...

  • Billing Specialist

    5 days ago

    St Petersburg, United States Smart Choice Communications Full time

    Position: Billing Specialist Employment Type: Full Time Location: St. Petersburg, FL Industry: Information Technology and Services Who we are: is a leading provider of business cloud communications with a unique portfolio of solutions including UCAAS, collaboration platforms, and dedicated contact centers. Through its 24x7x365 U.S. based support,...

  • Jr. Bill Store Manager

    4 weeks ago

    Saint Louis, United States St. Louis University High Full time

    Job DescriptionJob DescriptionThe Jr. Bill Store Manager is responsible for the day to day management of the Jr. Bill Store. Staffed largely by volunteers, the Manager recruits, trains, and schedules volunteers to ensure that regular store hours and special events are fully staffed. The Manager is a member of the store's management team, which includes...

  • Jr. Bill Store Manager

    3 weeks ago

    Saint Louis, United States St. Louis University High Full time

    Job DescriptionJob DescriptionThe Jr. Bill Store Manager is responsible for the day to day management of the Jr. Bill Store. Staffed largely by volunteers, the Manager recruits, trains, and schedules volunteers to ensure that regular store hours and special events are fully staffed. The Manager is a member of the store's management team, which includes...

  • Medical Billing Analyst Ii

    3 weeks ago

    Saint Petersburg, United States Caring Community Counseling Full time

    **Caring Community Counseling** **Job Title**: Medical Billing Analyst II **Division**: Administration **Department**: Management **FLSA Status**: Non-Exempt **Summary**: Responsible for processing and filing claims in a timely and accurate manner with all required information; be able to interpret Explanation of Benefits. **Duties and...

  • Billing & Collections Specialist

    1 week ago

    St Petersburg, United States SNI Companies Full time

    We are seeking a medical billing and collection specialist. This person would be responsible for ensuring accurate billing, timely submission of electronic and/or paper claims, monitoring claim status, researching rejections and denials, documenting related account activities, posting adjustments and collections of Medicare, Medicaid, Medicaid Managed Care,...