Billing Specialist

📋 Description

• Oversee the execution of detailed billing cycles for high-net-worth and multi-entity RIA/TAMP portfolios, guaranteeing complete accuracy and adherence to regulatory standards.

• Act as the internal expert for Orion, developing intricate fee structures, automating tiered billing schedules, and enhancing platform configurations to facilitate firm expansion.

• Create and implement stringent data integrity frameworks and "zero-defect" reconciliation processes to identify anomalies across platforms.

• Direct the billing onboarding process for significant firm migrations, converting complex advisory agreements into actionable billing logic.

• Regularly assess our technology stack (Orion, CRMs, and Reporting tools) to optimize workflows, minimize manual tasks, and boost departmental efficiency.

• Serve as the main point of escalation for intricate billing discrepancies, offering professional, personalized support to financial advisors.

• Collaborate with Finance, Compliance, and Operations leadership to ensure billing practices are in line with industry regulations (SEC/FINRA) and internal revenue objectives.

⛳️ Requirements

• Over 5 years of experience in RIA or TAMP billing operations, particularly in a high-volume or multi-firm setting.

• Extensive, hands-on experience with Orion Advisor Tech (or equivalent enterprise platforms like Addepar/Black Diamond) is essential.

• Proficient in fee-file audits, representative mapping, and custom report creation.

• Advanced skills in Excel/Google Sheets (including Vlookups, Index/Match, Array Formulas, and Data Visualization).

• Excellent written and verbal communication skills for both client and internal interactions.

• Proven ability to prioritize tasks, handle multiple deadlines, and maintain outstanding organizational skills.

• Strong attention to detail and a high level of accountability for the accuracy of financial data.

• Self-motivated and capable of remaining focused and productive in a remote work environment without constant supervision.

• Solid understanding of SEC billing regulations, including fee-flow transparency and "Custody" implications.

• Demonstrated capability to manage large-scale projects (such as annual audits or platform migrations) alongside regular monthly/quarterly billing cycles.

🏝️ Benefits

• Medical, vision, and dental coverage

• FSA or HSA-eligible health plans

• 3% 401(k) company contribution with no vesting period

• Parental leave

• Learning & Development stipend

• Wellness programs

• Flexible PTO Policy

• 10 company-wide holidays

• $500 for your home office setup

• Remote-friendly company

• Annual all-company retreat

• Competitive equity package based on role and level