Billing & Revenue Manager

Overview

The organization is seeking a Billing & Revenue Manager to oversee day-to-day billing and revenue operations while helping shape scalable processes through a active merger pipeline. This role leads a team of eight and partners closely with senior leadership, Finance, Technology, and business stakeholders.

Responsibilities

• Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and strong internal controls.
• Lead the billing workstream for mergers, from pre-close due diligence through post-close integration, including:
  • Evaluating incoming firms’ billing practices
  • Supporting transition planning
  • Driving conversion to the organization’s billing platform
• Lead, coach, and develop a team of 8 professionals, including performance management, staff development, and workload prioritization.
• Own complex billing issues, exceptions, and escalations, driving timely resolution.
• Serve as a trusted partner to advisors and client-facing colleagues by responding to billing and fee inquiries with clarity and responsiveness.
• Partner closely with Finance, Technology, business teams, and other stakeholders on initiatives and changes impacting billing and revenue.
• Lead through business and organizational change by assessing impacts, recommending solutions, and driving implementation as the organization grows.
• Proactively identify opportunities to standardize, automate, and streamline processes to improve efficiency and scalability.
• Establish and monitor key metrics, controls, and procedures to strengthen performance and reduce risk.
• Communicate clearly with stakeholders on initiatives, issues, and changes, maintaining strong working relationships across the organization.

Requirements

• 7+ years of experience in billing, revenue management, or a related finance function, including 3+ years managing people.
• Experience in wealth management, investment management, or a similarly complex financial services environment.
• Hands-on experience with the Orion billing platform, including configuring fee schedules and generating quarterly bills.
• Experience supporting mergers, conversions, system implementations, or other significant organizational changes.
• Proven ability to operate effectively in a dynamic, evolving environment by translating business change into practical solutions, processes, and execution plans.
• Strong leadership, analytical, problem-solving, and project management skills.
• Experience partnering with Technology on system enhancements, testing, automation, and implementation.
• Strong communication and stakeholder-management skills, including the ability to work effectively across functions and levels, including advisors and client-facing colleagues.
• Bachelor’s degree or equivalent experience.

Preferred Qualifications

• Familiarity with fee-billing concepts, including a range of fee structures (tiered, blended, flat, asset-based), billing methodologies (advance vs. arrears; average daily balance vs. period-end), household aggregation, and proration logic.
• Experience with custodial fee-file submission (e.g., Schwab, Fidelity).
• Strong understanding of internal controls and accounting concepts as they relate to revenue and receivables.
• Advanced Excel proficiency (e.g., XLOOKUP, SUMIF, pivot tables, large-data reconciliation).
• Experience with Addepar or similar portfolio management and billing platforms.

Compensation & Benefits

• Compensation Range: $125,000-$150,000
• Health, dental, and vision insurance – day 1
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Equal Employment Opportunity / Accommodations / Work Authorization

• Equal Opportunity Employer.
• Applicants must be authorized to work for any employer in the U.S.