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Part Sales Manager – Full Time
AutoZone
Chandler, AZ · Mesa, AZ
- Full-time
Leadership – Assist the Store Manager in supervising, training, and developing high-performing employees, fostering a motivated and engaged team.
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CNA
Corewell Health Corporate
Stevensville, MI
Provides direct patient care under the direction of the Unit Manager or Licensed Nurse, consistent with policies and procedures of the unit.
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Part Sales Manager – Full Time
AutoZone
Folsom, CA
- Full-time
Leadership – Assist the Store Manager in supervising, training, and developing high-performing employees, fostering a motivated and engaged team.
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A
Part Sales Manager – Part Time
AutoZone
Roseville, CA
- Part-time
Leadership – Assist the Store Manager in supervising, training, and developing high-performing employees, fostering a motivated and engaged team.
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Assistant Store Manager
AutoZone
North Riverside, IL · Chicago, IL
Leadership & Team Development – Assist the Store Manager in recruiting, supervising, scheduling, training, and developing store personnel to maintain a high-performance team.
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Part Sales Manager – Full Time
AutoZone
Roseville, CA
- Full-time
Leadership – Assist the Store Manager in supervising, training, and developing high-performing employees, fostering a motivated and engaged team.
Added just now
A
Part Sales Manager – Full Time
AutoZone
Louisville, KY
- Full-time
Leadership – Assist the Store Manager in supervising, training, and developing high-performing employees, fostering a motivated and engaged team.
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Sales & Service Lead (Full-Time) - ABQ Uptown
ALO
Albuquerque, NM
- $19 to $23 USD / hour
- Full-time
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Added 2 mins ago
Director, M&A HR Lead
FLEXTRONICS INTERNATIONAL USA, INC.
TX
The role also leads the People Program Management Office (PMO) and owns the exit of all HR Transition Services Agreements (TSAs and rTSAs) between Axiom and Flex, moving each service to a…
Added 4 mins ago
PW
Experienced Line Cook (Cocinero) – $21–$22/hr + Raises at 30 & 60 Days
Pluckers Wing Bar
Austin, TX
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Career Growth: Cross-training, higher earning potential, and a path to management through our manager training program.
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Assistant General Manager
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Seattle, WA
…focusing on developing teammates by leveraging our internal training program and providing ongoing guidance, coaching, and…
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Crew Chief
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Crew Chief
Team Car Care West, LLC (US)
Puyallup, WA
…top-notch service to customers. You'll team up with the General Manager to guide the crew, keep things running smoothly, and boost sales. Crew Chiefs get training for different jobs and can…
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Crew Chief
Team Car Care East, LLC (US)
Georgetown, TX
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Added 6 mins ago
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Team Lead
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- $17.45 USD / hour
Assist with team member management and provide backup support to Club Manager as needed.
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Store Manager in Training
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GNC's Store Manager in Training (SMIT) position is a development focused role that is crafted to prepare an individual to manage their own store. Under the leadership of a Store Manager or…
Added 8 mins ago
General Manager, FSP Operations
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SQA Tester (Remote)
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Visiting Student Program Manager
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Providence, RI
The Visiting Student Program Manager leads and manages the visiting medical student and away rotation programs. The position oversees and executes the full lifecycle of visiting student and…
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Manager, Platform Services Project Management (Remote)
CrowdStrike
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As the Professional Services Manager (Project/Program Management), you will lead a team of Project Managers, ensuring efficient use of deployment resources to deliver projects on time and…
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AI Program Manager
CAI
Providence, RI
- $80 to $90 USD / hour
We are looking for a motivated AI Program Manager ready to take us to the next level! If you have strong skills in portfolio management, budgeting, and delivery tools like Planisware and…
Added 9 mins ago
Cybersecurity Engineer (Cloud)
Amentum
Providence, RI
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…

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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