Position Summary

Guggenheim Partners Investment Management seeks a motivated individual to join its Client Service Support functional area as the Head of Client Invoicing. Reporting to the Head of Client Service Support (“Head of CSS”), the Client Invoicing team is responsible and accountable for all aspects of our client’s deliverables that support the ongoing client experience relating to the provision of client invoicing solutions and superior client service. The team covers the full invoicing lifecycle – from onboarding (implementation and maintenance), through to the creation and distribution of an invoice, and subsequent management and collection of owed payments. Client Invoicing forms a critical servicing function within the Client Service organization which also includes Client Service Support and Client Reporting.

The position is located in our New York City office.

Essential Job Functions

• Support clients through the Onboarding and change lifecycle, working closely with CSS, operational and client service teams to deliver mutually agreeable billing contract provisions that are operational compliant and appropriately risk controlled.
• Manage the execution of day-to-day operations and meet targets for team deliverables, proactively planning and managing priorities for BAU and projects, ensuring optimal use of resource, and improving process efficiency.
• Lead/support projects and initiatives to improve our operating model, collaborating with the internal business and technology partners.
• Act as a deep subject matter expert, lead discussions, provide solutions that drive better outcomes, operational excellence, and enhanced client experience.
• Review and ensure quality of team's deliverables, within the invoicing workflow. Proactively investigate, identify, and remediate issues/errors as required.
• Develop and maintain strong, productive, and effective relationships with key stakeholders and partners in the Client Business, Onboarding Implementation, Contracting, Client Experience Management, and Finance to deliver a One-BlackRock approach.
• Responsible for process and controls ensuring compliance with policy and procedures, SOX, CASS and other regulatory requirements.
• Participate in the development and implementation of continuous improvement of the control environment, policies and procedures, looking for ways to innovate and drive the business forward, delivering a superior client experience.
• Stay informed of ongoing invoicing developments to ensure that the latest system functionality and requirements are considered during invoicing solution discussions
• Create and maintain robust standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles
• Deliver against both individual and team objectives
• Ability to manage a team

Preferred Qualifications

• Strong executive presence with ability to engage and collaborate with others at all levels of the organization
• Demonstrated ability to prioritize and meet tight deadlines in a fast-paced environment
• Experience managing operational aspects of a functional area

Basic Qualifications

• Undergraduate degree
• 10 years working within the investment management or financial services industries
• Experience with client invoicing and billing in a financial service industry
• Experience designing, documenting and implementing processes.
• High proficient use of Microsoft products; especially skilled in Excel, Visio and PowerPoint

Salary Details

Annual base salary between $175,000 and $185,000.

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

Currently, this role is expected to be in the ­New York office at least 4 days per week.

About Us

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #GuggenheimInvestments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.