Share Email Opening Apply Now
Title

Commissions Accounting Manager 

Division CUSO Financial Services, L.P.  
Position Commissions Manager  
Location San Diego, CA  
Full-Time/Part-Time Full-Time  
Description

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are seeking a Commissions Processing Supervisor / Manager to join our growing enterprise. The individual in this role will oversee, manage, and lead functions of the commissions department and project related functions. Responsible for commission processing, reporting, and customer service related to commissions and our clients. Performs semi-monthly and monthly reconciliations working close with Financial Reporting to produce payments for Programs and their associated Advisors.

Our offices throughout the country are the most effective environment for us to support and partner with financial professionals. At the same time, the health and safety of our team is our highest priority. Our COVID-19 Task Force actively monitors and tracks the ongoing status in each of our office locations, ensuring consistency with CDC guidelines and providing a safe and healthy work environment for our team members.


Duties and Responsibilities:

  • Reviews and develops processes, checklist, and procedures that will aide in continuous improvement related to departmental performance and efficiency.
  • Reconciles and reviews commission payout working with Financial Reporting to finalize and initiate payment for Programs and their Advisors
  • Build and maintain trusting relationships with Programs and Advisors, including proactively soliciting feedback to maintain and improve on high service levels.
  • Supervises the commission reporting process, ensuring reports and anticipated deliverables are provided to recipients timely and accurately.
  • Facilitate and supervise management of financial service agreements and representative agreements, including changes, amendments, and sharing/spilt arrangements.
  • Promote and manage cross training across the Commission staff
  • Works closely with Commission Managers throughout the Atria organization promoting cross training on all aspects of Commissions
  • Ensure all departmental emails, phone calls, and service request are handled timely and effectively
  • Manages incoming and pending Zendesk tickets, providing status updates and reporting daily
  • Very involved in Commission related deployments and projects across the organization
  • Resolves escalated commission issues for Programs and Advisors
  • Ensures desktop procedures for the Commissions team are maintained.
  • Responsible for annual performance appraisal for direct reports
  • Supports company mission and corporate values
  • Performs ancillary projects and duties as assigned
 
Position Requirements

Qualifications and Skills:

  • Bachelor's degree (B. A.) from four-year college or university or related experience and/or training.
  • Previous supervision experience.
  • Experience in the following areas is preferred: developing workflows, financial statement(s) preparation, conceptual level presentations, and auditing processes, advanced knowledge of financial statement interpretation methodologies and project management.
  • Must possess excellent organizational skills and strong attention to detail. Must also have strong multi-tasking skills.
  • Excellent leadership and management skills with the ability to energize and excite team members to exceed expectations.
  • Possess high ethical standards including honesty, integrity, and dedication

Why work at Atria?
In addition to a competitive salary, we provide a full benefits package that includes:

  • Medical insurance
  • Dental insurance
  • Prescription drug benefits
  • Vision insurance
  • Retirement savings 401(k) plan with matching
  • Paid time off
  • Paid holidays
  • Critical illness insurance
  • Veterinary pet insurance
  • Employee assistance program
  • Life insurance
  • Short & long-term disability insurance
  • Legal plan

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with nearly $100 billion of assets under administration. For more information, please visit www.atriawealth.com.

It’s time for the next step in your career. Apply now.

 

This position is currently accepting applications.

Apply Now




 


 
Click here for technical assistance.