First Clearing Services - Client Billing Manager

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.
In this role, you will:

• 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

Required Qualifications:

• 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

Desired Qualifications:

• 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

Job Expectations:

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
• This position is not eligible for Visa sponsorship

Posting Locations:

• 2801 Market Street - Saint Louis, MO 63103
• 550 S. Tryon Street - Charlotte, NC 28202
• Required location listed above. Relocation assistance is not available for this position.

Posting End Date:
17 Aug 2025
*Job posting may come down early due to volume of applicants.
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