Jobs in the United States

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Added 2 mins ago
Energy Credits Senior Manager - TCIA
Cherry Bekaert
Pierre, SD
As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice , you will draw on experience in accounting and taxation to provide tax equity investment consulting services…
Added 2 mins ago
General Manager, FSP Operations
Parexel
Pierre, SD
Parexel is seeking an experienced and commercially-minded General Manager, Functional Service Provider (FSP) to lead one of our strategic customer relationships. This executive leadership…
Added 2 mins ago
Operations Manager - FSD
Signature Aviation
Sioux Falls, SD
As an Operations Manager , you are a critical part of the base leadership team, overseeing day-to-day operations that ensure the safe, efficient, and high-touch delivery of services for…
Added 2 mins ago
AT
Manager Site Reliability Engineering
Akamai Technologies, Inc.
Pierre, SD
- $151,800 to $273,200 USD / year
In this role, you will lead the engineering of foundational physical and virtual Linux platforms for Akamai Cloud. HIVE builds and maintains the hardware and software platform…
Added 2 mins ago
Service Manager - Sioux Falls, SD
C & B Operations, LLC
Sioux Falls, SD
C & B Operations has an opening for a Service Manager at our John Deere Dealership in Sioux Falls, SD. The service manager is responsible for managing the Service Department, including…
Added 2 mins ago
Senior Cybersecurity Architect (Cloud)
Amentum
Pierre, SD
Lead focused design reviews and threat modeling for new services, major changes, and higher-risk use cases, then help implement the approved approach.
Added 2 mins ago
Technical Program - Software Delivery - 6 Month Contract
SitusAMC
Pierre, SD
Supervise, mentor and support Technical Program Managers & Scrum Masters
Added 2 mins ago
Social Worker III
CalHR
Crescent City, CA
…direction from a Social Worker Supervisor or other higher-level manager or deputy director, and may act as lead worker to lower classification working in the same program…
Added 2 mins ago
Social Worker IV
CalHR
Crescent City, CA
Social Worker IV A/B receives supervision from a Social Worker Supervisor or other higher-level supervisor or manager pursuant to California Department of Social Services (CDSS) Manual of…
Added 6 mins ago
Senior Associate, Marketplace - Occasions Strategy & Operations
DoorDash USA
NY
We’re looking for a detail oriented, highly-motivated individual to lead the execution of our occasions, owning the strategy development and implementation needed to launch these campaigns.…
Added 6 mins 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 6 mins 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 6 mins ago
Senior Manager, Commissioning Engineering
Bristol Myers Squibb
Devens, MA
The position, Sr. Manager Commissioning Engineering will be part of the Validation team reporting to the Associate Director, Validation Engineering and support clinical and commercial…
Added 6 mins ago
W
Restaurant Manager Trainee
Wegmans
WESTWOOD, MA
- $23 to $25.25 USD / hour
We’re looking for passionate people ready to collaborate, develop and lead others! As a leader in training in the food service area of our store, you’ll work within a dynamic retail…
Added 6 mins ago
Registered Nurse, Progressive Care/Cardiac Unit, 36hr Days
Beth Israel Lahey Health
Winchester, MA
Under the general supervision of the Nurse Manager, provides direct patient care in accordance with Winchester Hospital's policies and procedures and the scope of practice for Registered…
Added 6 mins ago
Integrated Care Clinical Manager -Lowell
Commonwealth Care Alliance Inc
Somerville, MA
The Integrated Care Clinical Manager - Massachusetts is a community based registered nurse responsible for providing monitoring, follow-up and clinical care management to dually-eligible…
Added 6 mins ago
Principal Algorithm Engineer – Imaging / Ultrasound (ML)
Medtronic
Newton, MA
…computer, and communicate with peers and co-workers. Contact your manager or local HR to understand the Work Conditions and Physical requirements that may be specific to each…
Added 6 mins ago
Sr Spec, Integration & Test Engineering
L3Harris
Wilmington, MA
The L3Harris AgileEO Metrology, Integration & Test department is seeking a Lead, Integration & Test Engineer to join our team and support one of our newer programs. AgileEO specializes in…
Added 6 mins ago
ES
Assistant Store Manager
Extra Space Storage
Wilmington, MA
- $17.84 to $23.79 USD / hour
The Assistant Store Manager plays a pivotal role in supporting the daily operations of one or more self-storage locations, under the guidance of the District Manager and Store Manager. This…
Added 6 mins ago
M
Manufacturing Program Manager
ManpowerGroup
Wilmington, MA
- $75 to $80 USD / hour
Our client, is seeking a Manufacturing Program Manager to join their team. As a Manufacturing Program Manager, you will be part of the Manufacturing Programs team supporting…
Added 6 mins ago
ES
Assistant Store Manager
Extra Space Storage
Framingham, MA
- $17 to $21 USD / hour
The Assistant Store Manager plays a pivotal role in supporting the daily operations of one or more self-storage locations, under the guidance of the District Manager and Store Manager. This…
Added 6 mins ago
Energy Credits Senior Manager - TCIA
Cherry Bekaert
Bedford, MA · Waltham, MA
As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice , you will draw on experience in accounting and taxation to provide tax equity investment consulting services…
Added 6 mins ago
District Service Manager I, CRM- Central New England
Medtronic
Bedford, MA · Springfield, MA
Lead and drive changes focused on service burden reduction and new service models.
Added 6 mins ago
GV
Project Controls Advisor I
GE Vernova
Cambridge, MA
- $71,200 to $113,800 USD / year
…world’s challenges, GE Vernova is uniquely positioned to help lead the energy transition by continuing to electrify the world while simultaneously working to decarbonize it. GE Vernova…
Added 7 mins ago
General Manager, FSP Operations
Parexel
Boston, MA
Parexel is seeking an experienced and commercially-minded General Manager, Functional Service Provider (FSP) to lead one of our strategic customer relationships. This executive leadership…

Senior 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 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.

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