Jobs in the United States

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Added 3 mins ago
Systems Administrator
Emancipet
Austin, TX
We are dedicated to building and supporting a diverse workforce. Emancipet is committed to applying a social justice lens to our work by evaluating and ensuring that our systems, policies,…
Added 6 mins ago
A
Facilities Manager
Aerotek
Fairfield, CA
- $120,000 to $130,000 USD / year
Job Title: Facilities ManagerJob DescriptionThe Facilities Manager oversees building operations, maintenance programs, vendor relationships, capital projects, and facility improvements for…
Added 9 mins ago
Director, M&A HR Lead
FLEXTRONICS INTERNATIONAL USA, INC.
TX
The People PMO: governance, standards, reporting and portfolio management for all strategic People programs, on behalf of the Chief of Staff and the Chief People Officer.
Added 9 mins ago
Facilities Sr. Manager
Flextronics International USA, Inc.
TN
To support our extraordinary team who build great products and contribute to our growth, we’re looking to add a Sr. Manager, Facilities located in Milpitas, CA.
Added 10 mins ago
Inventory Control Manager-Englewood CO
US Foods
Englewood, CO
The Manager, Inventory Control is responsible for managing inventory and is a leader to the Finance and Supply Chain functions. This role is a key partner, which cross-functionally…
Added 12 mins ago
Assistant Materials Project Manager
Terracon
Fort Lauderdale, FL
…care. We represent Terracon’s largest technician and inspection workforce and ensure the materials used to build the nation’s roads, bridges, airports, stadiums, and other structures are…
Added 14 mins ago
Director of Environmental Services (EVS)
North Fork Mono Casino
Madera, CA
…This position will report directly to the Assistant General…
Added 15 mins ago
O
GPU Handover Senior Technical Program Manager
Oracle
Providence, RI
- $91,400 to $187,000 USD / year
We are seeking an IC3-level Technical Program Manager to join our 24/7 war room operations team. This role serves as a coordination hub between multiple teams and regions. Prospective team…
Added 15 mins ago
Senior Product Manager (Remote)
GovCIO
Providence, RI
GovCIO is currently hiring for a Senior Product Manager to lead strategy, delivery, and oversight of a custom-developed product within the OCC portfolio, supporting the Veterans Health…
Added 15 mins ago
O
Senior Manager, Life Sciences Adoption Strategy & Delivery
Oracle
Providence, RI
- $102,300 to $209,500 USD / year
The Senior Manager, Life Sciences Adoption Strategy & Delivery is a senior individual contributor who partners with customers, Oracle teams, and practice leadership to help Life Sciences…
Added 15 mins ago
O
Senior Project Manager- Life Sciences Research Services
Oracle
Providence, RI
- $81,700 to $166,100 USD / year
As a Senior Project Manager , you will serve as the operational delivery leader for complex research consulting engagements, partnering closely with the Evidence & Insights Leader (or…
Added 15 mins ago
O
NetSuite Corporate Account Manager
Oracle
Providence, RI
- $39.76 to $63.65 USD / hour
Maintain and develop an active pipeline of forecasted opportunities to meet monthly quota objectives while working through each opportunity with your manager.
Added 15 mins ago
O
Consulting Project Manager
Oracle
Providence, RI
- $74,100 to $148,300 USD / year
As a Project Manager in the Consulting organization, you will coordinate clients, Oracle teams, and third-party vendors to deliver integrated software solutions. You will build practical…
Added 15 mins ago
A
OR Registered Nurse (RN)
Amergis
Providence, RI
- $3,078 USD / week
…to the operative suite. He/She is responsible to the Nurse Manager and is directly supervised by the RN in the operating rooms to which he/she is…
Added 16 mins ago
Senior Manager - Spares Operations
Lumen Technologies
OR
Lead managers, analysts, and operational teams with clear accountability, timely decision-making, performance expectations, workforce planning, and succession development.
Added 21 mins ago
Account Specialist
The Elevance Health Companies, Inc.
United States
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least…
Added 21 mins ago
National Account Consultant
The Elevance Health Companies, Inc.
United States
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least…
Added 24 mins ago
Service to the Armed Forces: Specialist - Minot Air Force
American Red Cross
Minot AFB, ND
Volunteer Management : Manages a volunteer engagement program and cycle to enable delivery of all Red Cross programs and services on a military installation and in their local community.…
Added 24 mins ago
O
GPU Handover Senior Technical Program Manager
Oracle
Bismarck, ND
- $91,400 to $187,000 USD / year
We are seeking an IC3-level Technical Program Manager to join our 24/7 war room operations team. This role serves as a coordination hub between multiple teams and regions. Prospective team…
Added 24 mins ago
Senior Product Manager (Remote)
GovCIO
Bismarck, ND
GovCIO is currently hiring for a Senior Product Manager to lead strategy, delivery, and oversight of a custom-developed product within the OCC portfolio, supporting the Veterans Health…
Added 24 mins ago
O
Senior Manager, Life Sciences Adoption Strategy & Delivery
Oracle
Bismarck, ND
- $102,300 to $209,500 USD / year
The Senior Manager, Life Sciences Adoption Strategy & Delivery is a senior individual contributor who partners with customers, Oracle teams, and practice leadership to help Life Sciences…
Added 24 mins ago
O
Senior Project Manager- Life Sciences Research Services
Oracle
Bismarck, ND
- $81,700 to $166,100 USD / year
As a Senior Project Manager , you will serve as the operational delivery leader for complex research consulting engagements, partnering closely with the Evidence & Insights Leader (or…
Added 24 mins ago
O
Consulting Project Manager
Oracle
Bismarck, ND
- $74,100 to $148,300 USD / year
As a Project Manager in the Consulting organization, you will coordinate clients, Oracle teams, and third-party vendors to deliver integrated software solutions. You will build practical…
Added 24 mins ago
O
NetSuite Corporate Account Manager
Oracle
Bismarck, ND
- $39.76 to $63.65 USD / hour
Maintain and develop an active pipeline of forecasted opportunities to meet monthly quota objectives while working through each opportunity with your manager.
Added 24 mins ago
CO
Energy Account Services Specialist I/II (Power Resources Specialist I/II) – Energy Department
City of San Jose
San Jose, CA
- $108,151.68 to $143,423.28 USD / year
…Account Services, Marketing and Communications, and Customer Programs division. This is a full-time position reporting to the Senior Billing Operations & Data Manager (Senior Power…

Elite Reporting & Billing Professional

Dallas, TX, United States

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Cetera is currently seeking an Elite Reporting and Billing Professional for our team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.

Core Responsibilities:

Support of Cetera’s Advisory Programs including, Operational support and Customer Service for various departments within the organization as well as advisors across the Cetera Network.
Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance.
Responsible for daily processing of work associated with department to include:
Advisory billing processing
Perform various asset calculations/reconciliation
Perform research as requested on customer accounts
Provide phone support for department
Other duties as assigned
You will cross train team members with the foundation of the Specialty Operations role. Cross training on billing functions, Envestnet platform and understanding workflows.
You will provide day-to-day support to the team including but not limited to escalations, workflow management and subject matter expert.
You will proactively work to identify and resolve potential problems with respect to operational and/or billing issues.
You will work to identify efficiencies within the Department’s processes and procedures
Maintain department documentation
Assist with key metric reporting
Contributor to various Corporate projects as it relates to Advisory and out vendor platforms
Respond to inquiries from internal as well as external customers via Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion.
Partner with Internal teams to come to a resolution
First point of contact for escalations with the ability to handle cases that require detailed research as requested on customer accounts
Competent in Docupace, NetX360, Adviceworks, mAA, Salesforce and Smartworks
Provide the clients and advisors of our different communities operational support around Financial Planning operations.
Learn about our business and develop expertise in BD operations, processing and service as a steppingstone for acquiring additional responsibilities.
Partner with internal partners such as the Program Manager, AdviceWorks team and compliance.
Shared responsibility related to reviewing and completing compliance audit requests.
You will partner with your manager to understand all position requirements and ensure key metrics are achieved.
You will partner with other team members to ensure advisors experience consistent, high-quality customer service.
Comply with processes and procedures of the team and regulatory requirements.
Perform research as requested on customer accounts
Other duties as assigned

Required Knowledge, Skills, and Abilities:

Ability to manage workflow for a team and prioritization
Independent; able to work and resolve complex issues with minimal guidance
Ability to multi-task and prioritize with medium assistance
Flexible and adaptable to change
Strong communication and organizational skills
Positive role model to colleagues
Highly responsive to coaching and training
Ability to learn quickly and multi-task effectively in a fast-paced environment
Team player attitude
Energetic and results-oriented
Intermediate experience with Microsoft Excel

Desired Knowledge, Skills, and Abilities:

Previous experience in the Finance and/or Financial Services industry
Bachelor’s degree
Series 99, 6, or 7 licensed
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.

Minimum Required Education & Experience:

High School Diploma or GED
3 years’ applicable experience
3 years of experience with MS Office tools
Licensing (if applicable)

Travel Requirements: No Travel Required

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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More about this job

Skills

Reporting
Customer service
Research
Workflow
Documentation
Sales
Salesforce
Financial planning
Regulatory compliance
Prioritization
Adaptability
Communication skills
Organizational skills
Coaching
Microsoft Excel
Microsoft Office

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