Management Fee Specialist
Hybrid · St. Petersburg, Florida, United States
Job Summary
Execute fee management duties in a wealth-management context, including researching and resolving fee discrepancies, calculating advisor compensation, and processing related payables/receivables. Apply specialized knowledge to fee-related tasks, interact with Financial Advisors and clients, and collaborate with cross-functional teams. This role supports a hybrid work model with 2-3 days in the Saint Petersburg, FL office and emphasizes accuracy, independent problem solving, and high-quality client service.
Required Qualifications
- Bachelor’s: Accounting
- Bachelor’s: Business Administration
- Bachelor’s: Finance
- High School (HS) (Required)
Additional Requirements
- Travel Less than 25%
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