The Advisory Billing Manager is responsible for ensuring the accuracy and timeliness of client billing, including processing fees and reconciling data across systems. They will collaborate with internal departments and external custodians to resolve billing exceptions and provide excellent client service.
The ESOP Trustee manages the administration and fiduciary oversight of the company's Employee Stock Ownership Plan to protect employee-owners' interests. This includes ensuring regulatory compliance with ERISA, overseeing annual valuations, and communicating plan performance to stakeholders.
