About Us
Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at https://diversify.com.
About the Position
This position plays a pivotal role on the finance team, managing the revenue cycle, accounts payable, and bank reconciliations. This is a fast-paced role that requires absolute attention to detail and critical thinking skills to evaluate and resolve complex transactions. This position offers significant opportunities for career development and growth within the company, as well as the chance to learn the wealth management industry. This is a full-time, in-office role stationed at our headquarters in South Jordan, Utah.
Your Impact
• Revenue Cycle Management: Process revenue transactions using multiple technology platforms. Perform audits in the portfolio accounting system for billing accuracy. Create invoices in the accounting system using an ETL spreadsheet process.
• Accounts Payable: Assist with cases from advisors that come through salesforce, including crediting clients’ accounts.
• Collaboration: Work closely with the Controller, Billing Manager, and Revenue Operations Manager to support accounting projects, financial reporting, month end close, and other duties as assigned.
Who You Are
• Pursuing a bachelor’s degree in accounting, finance, or information systems.
• A thirst for knowledge and a drive for excellence.
• Embody our values of integrity, innovation, and collaboration.
• Exceptional professional demeanor, communication skills, and a collaborative spirit.
Your Toolkit
• Strong computer and technical skills.
• The ability to analyze data and ensure the accuracy of outputs.
• The ability to create and follow strong internal controls.
• The ability to work unsupervised and think through complex problems.
• Detail-oriented with an ownership mentality towards the quality of your work.
• Self-starter with excellent organizational skills and the ability to multitask effectively.
Join Us Now!
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V
Skills Required
- Pursuing a bachelor's degree in accounting, finance, or information systems
- Strong computer and technical skills
- Ability to analyze data and ensure the accuracy of outputs
- Ability to create and follow strong internal controls
- Ability to work unsupervised and think through complex problems
- Detail-oriented with an ownership mentality toward quality of work
- Exceptional professional demeanor, communication skills, and collaborative spirit
- Self-starter with excellent organizational skills and ability to multitask
- Familiarity with or ability to use Salesforce for advisor cases
- Must be able to work in-office at headquarters in South Jordan, Utah
- Willingness to complete pre-employment background check, credit check, and drug screen
What We Do
Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).
