Jobs in the United States

25+ jobs

Save this search

Added 1 min ago
Senior Associate, Marketplace - Occasions Strategy & Operations
DoorDash USA
NY
…execution process, and so much more. You will report into a Manager on our Occasions…
Added 1 min ago
Manager, Lease Accounting
DoorDash USA
Remote, United States
You will report to the Senior Accounting Manager on our Lease Accounting team. As the Lease Accounting Manager, you will be a key technical expert on ASC 842, ensuring DoorDash’s leases are…
Added 1 min ago
Quality Assurance Manager (Mgr Quality 3) - 30981
Huntington Ingalls Industries
Pocasset, MA
HII Unmanned Systems is seeking an experienced Quality Assurance Manager (Mgr Quality 3) to lead our newly expanded Quality Assurance organization. In this strategic role, you will help…
Added 1 min ago
Sr. Manager, Strategy
J&J Family of Companies
Raynham, MA
The Sr. Manager, Strategy will play an important role within Investor Relations and Finance, helping translate financial, business and market information into clear insights that support…
Added 1 min ago
Computer Technician A+ Instructor (63569)
Adams and Associates
Devens, MA
Job Corps is the largest federal residential career training program in the country and has been operating for more than 60 years. We help eligible young people ages 16 through 24 complete…
Added 2 mins ago
Principal Algorithm Engineer – Imaging / Ultrasound (ML)
Medtronic
Newton, MA
Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain, restore health, and extend life. Our 95,000 employees work…
Added 2 mins ago
Sr Spec, Integration & Test Engineering
L3Harris
Wilmington, MA
During its 120-year history, L3Harris has transformed communications and information technology. L3Harris is a proven leader in tactical communications, geospatial systems and services, air…
Added 2 mins ago
District Service Manager I, CRM- Central New England
Medtronic
Bedford, MA · Springfield, MA
Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain, restore health, and extend life. Our 95,000 employees work…
Added 2 mins ago
MRI Technologist
Beth Israel Lahey Health
Boston, MA
…or additional instructions to provide additional diagnostic information.…
Added 2 mins ago
M
Engineering Intern Summer 2027 - Candidates Attending 2026 SHPE National Convention
Medtronic
Boston, MA · Newton, MA
- $26.5 to $45.25 USD / hour
Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain, restore health, and extend life. Our 95,000 employees work…
Added 2 mins ago
Sales Operations Manager
Celestica
Boston, MA
The Sales Operations Manager (SOM) role ensures Celestica’s sales systems and processes operate correctly and efficiently, enabling the global sales organization’s opportunity pursuit. The…
Added 2 mins ago
C
Cybersecurity Engineer
CBRE
Boston, MA
- $95,000 to $100,000 USD / year
…environments. They partner with the CBRE business, Digital & Technology, and other partner organizations (Compliance, Risk Management, Audit, and Legal) to integrate security processes,…
Added 2 mins ago
Senior Cybersecurity Architect (Cloud)
Amentum
Boston, MA
Provide practical design and engineering guidance to cloud platform owners, application teams, IT, and connected program sites, including options and tradeoffs when requirements compete.
Added 2 mins ago
Cybersecurity Engineer (Cloud)
Amentum
Boston, MA
Work with Identity, Network Security, Data Security, Detection and Incident Response, IT, connected program sites, and application teams to implement controls within their areas of…
Added 2 mins ago
Oracle PMO - Senior Manager
PwC
Boston, MA
As a Senior Manager Oracle PMO you will lead large-scale Oracle program management efforts, coordinating multiple projects, resources, and stakeholders to support successful delivery of…
Added 2 mins ago
Oracle PMO - Manager
PwC
Boston, MA
As an Oracle PMO Manager you will oversee large-scale Oracle implementation work within our Advisory practice, coordinating projects, resources, and stakeholders to support delivery of…
Added 2 mins ago
Clinical Specialist
Abbott
Boston, MA
…towards the future, anticipating changes in medical science and…
Added 2 mins ago
Senior Clinical Specialist, CRM- South Boston
Medtronic
Boston, MA
Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain, restore health, and extend life. Our 95,000 employees work…
Added 2 mins ago
Clinical Associate
Abbott
Boston, MA
…towards the future, anticipating changes in medical science and…
Added 7 mins ago
Technical Project Manager
Jobgether
Remote, United States
As a Technical Project Manager, you will oversee the successful delivery of technology implementation projects, ensuring they are completed on time, within budget, and to the highest…
Added 7 mins ago
J
Senior GTM Compensation Manager
Jobgether
Remote, United States
- $100,000 to $140,000 USD / year
As a Senior GTM Compensation Manager, you will take ownership of the sales compensation function within a fast-growing technology environment focused on data science, machine learning, and…
Added 7 mins ago
J
Client Support Specialist
Jobgether
Remote, United States
- $34,718 USD / month
…tasks, and maintaining high standards of quality across retail technology and AI-powered product experiences. Working closely with Client Success, Content, Delivery Operations, and…
Added 11 mins ago
MEAT/LEAD CLERK
The Kroger Co.
Northville, MI
…functions, duties and activities for the Meat Department in the Meat Manager's absence. Support the day-to-day functions of the Meat operations. Embrace the Customer 1st strategy and…
Added 25 mins ago
CK
Program Coordinator - Part Time to Full Time
CAMP KOREY
Mt Vernon, WA
- $23 to $24 USD / hour
- Full-time
- Part-time
Are you ready to join as a Program Coordinator? In this role, you'll serve as a year-round leader focused on planning, coordinating, and delivering engaging, adaptive, and meaningful camp…
Added 42 mins ago
Partner Operations Manager
Jobgether
Remote, United States
In this role, you will oversee the operational success of strategic university partnerships, ensuring smooth program delivery and an exceptional experience throughout the student lifecycle.…

Senior Reporting & Billing Professional

Dallas, TX, United States

Apply

Applications open in a new tab.

Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Cetera is currently seeking a Senior 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 partner with your Operations Lead and/or Team Lead to understand all position requirements and ensure key metrics are achieved and within Service Level Agreements.
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 proactively work to identify and resolve potential problems with respect to operational and/or billing issues.
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
Handle complex cases that require detailed research as requested on customer accounts, respond on time.
Become 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.
Responsible for low to mid escalations, partnering with Operations Team Lead and leadership to help resolve.
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.
Process daily work items while meeting process requirements, SLA’s and achieving quality metrics.
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

Required Knowledge, Skills, and Abilities:

Ability to multi-task
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
1 years’ applicable experience
1 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.

Apply

Report this job