First Clearing Services – Billing Manager, Wells Fargo

Wells Fargo

Location:
United States, Saint Louis ▼
Charlotte

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Wealth & Investment Management (WIM) Independent Solutions team is seeking a First Clearing Services – Billing Manager (Business Execution Manager) to lead the billing process for the First Clearing line of business.

Job Responsibility:

Lead a team of billing consultants working with First Clearing client firms
Facilitate the month end close process and ensure accurate and prompt payment to First Clearing client firms
Serve as the main contact for First Clearing client firms’ billing inquiries
Facilitate the billing activities for the First Clearing pricing contracts and fee schedules
Engage business stakeholders in integrating or implementing business execution initiatives
Coordinate system updates and related communication to internal partners and introducing firms
Maintain current reference materials and procedures
Manage and develop complex teams handling multifaceted tasks and operations for a single business group within a line of business
Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development
Make decisions and resolve issues regarding operations of the team to meet business objectives
Collaborate and consult with cross functional business partners
Interact directly with executive management to influence, optimize, and negotiate on business operations

Requirements:

4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years Leadership experience

Nice to have:

Bachelor's degree in accounting, finance, business administration or a related field
Strong analytical and problem-solving skills
Demonstrated experience in Brokerage Operations or billing operations
Advanced proficiency in MS Excel
Strong analytical and problem-solving skills with high attention to detail and the ability to manage data
Excellent communication skills with the ability to communicate at all levels
Proven ability to lead teams, drive accountability, and collaborate cross-functionally

Additional Information:

Job Posted:
August 01, 2025

Expiration:
August 17, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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First Clearing Services – Billing Manager