Billing Specialist

Overview

A growing financial services organization is seeking a Billing Specialist to lead and manage comprehensive billing operations for a diverse portfolio of Registered Investment Advisor (RIA) and Turnkey Asset Management Platform (TAMP) clients. This role involves ownership of the end-to-end billing lifecycle, focusing on accuracy, regulatory compliance, and process innovation within a dynamic, remote work environment.

Responsibilities

• Lead execution of billing cycles for high-net-worth and multi-entity RIA/TAMP portfolios, ensuring precision and adherence to regulatory standards.
• Serve as the internal expert and power-user of Orion Advisor Tech, designing complex fee structures, automating tiered billing schedules, and optimizing platform configurations.
• Develop and implement rigorous data integrity and reconciliation processes to detect and resolve anomalies.
• Manage billing onboarding for large firm migrations, translating advisory agreements into functional billing logic.
• Continuously assess and improve technology stack including Orion, CRMs, and reporting tools to streamline workflows and reduce manual tasks.
• Act as the primary escalation point for complex billing discrepancies, providing professional support to financial advisors.
• Collaborate with Finance, Compliance, and Operations leadership to ensure billing practices comply with SEC/FINRA regulations and align with revenue goals.

Requirements

• Minimum 5 years of experience in RIA or TAMP billing operations within high-volume or multi-firm environments.
• Deep, hands-on expertise with Orion Advisor Tech or similar platforms (e.g., Addepar, Black Diamond), including fee-file audits, representative mapping, and custom report building.
• Advanced proficiency in Excel or Google Sheets, including Vlookups, Index/Match, Array Formulas, and data visualization.
• Strong written and verbal communication skills for effective client and internal interactions.
• Proven ability to prioritize tasks, manage multiple deadlines, and maintain exceptional organizational skills.
• High attention to detail and accountability for financial data accuracy.
• Self-motivated and productive in a remote work setting without constant supervision.
• Solid understanding of SEC billing regulations, including fee-flow transparency and custody implications.
• Experience managing large-scale projects such as annual audits or platform migrations alongside recurring billing cycles.

Preferred Qualifications

• Collaborative mindset with ability to work effectively across finance, operations, and client service teams.
• Adaptability and agility to thrive in a fast-evolving startup environment.
• Process-oriented thinker focused on efficiency and scalability.
• Strong problem-solving skills to resolve complex data and billing issues.
• Strategic communicator capable of simplifying complex fee calculations and technical platform challenges for stakeholders.

Compensation & Benefits

• Competitive base salary determined by role, level, and location.
• Medical, vision, and dental insurance coverage.
• FSA or HSA-eligible health plans.
• 3% 401(k) company contribution with immediate vesting.
• Parental leave.
• Learning and development stipend.
• Wellness programs.
• Flexible paid time off policy.
• Ten company-wide holidays.
• $500 stipend for home office setup.
• Remote-friendly work environment.
• Annual company-wide retreat.
• Competitive equity package based on role and level.

Location

This is a remote position with team members dispersed across the United States.