Vice President - Revenue & Billing Services - Investment Bank

Wealth Management Operations supports Private Wealth Management, which is responsible for advising wealthy individuals on strategies to build and protect their financial assets through highly customized advice and service.

Billing / Revenue operations - Carrying out daily processes and exception management activities for quarterly billing and data completeness reviews to be able to bill clients in a timely manner. Partner with Technology and Business to provide expertise to support new products from a billing standpoint.

ROLES AND RESPONSIBILITIES -

- Prepare to gain a comprehensive understanding of the Billing and the Private lending organization by interacting with stakeholders across divisions.

- Showcase strong control and risk management strategies to ensure compliance, while still providing excellent client service to WM clients

- Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control

BASIC QUALIFICATIONS

- Bachelor's degree with a minimum of 12+ years of experience in financial services

- Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks

- Ability to develop and nurture relationships with senior business leaders within cross divisional a team

- Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities