Billing Specialist
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Job Description
Billing Specialist managing comprehensive billing operations for RIA and TAMP clients. Innovating workflows and ensuring compliance in a remote team environment.
Responsibilities:
- Lead the execution of comprehensive billing cycles for high-net-worth and multi-entity RIA/TAMP portfolios, ensuring absolute accuracy and regulatory compliance.
- Serve as the internal Orion power-user; architecting complex fee structures, automating tiered billing schedules, and optimizing platform configurations to support firm growth.
- Design and implement rigorous data integrity frameworks and "zero-defect" reconciliation processes to catch anomalies across platforms.
- Lead the billing onboarding for large-scale firm migrations, translating intricate advisory agreements into functional billing logic.
- Continuously evaluate our tech stack (Orion, CRMs, and Reporting tools) to streamline workflows, reduce manual intervention, and increase departmental throughput.
- Act as the primary point of escalation for complex billing discrepancies, providing professional, high-touch support to financial advisors.
- Partner with Finance, Compliance, and Operations leadership to align billing practices with industry regulations (SEC/FINRA) and internal revenue goals.
Requirements:
- 5+ Years of Experience in RIA or TAMP billing operations, specifically within a high-volume or multi-firm environment.
- Deep, hands-on experience with Orion Advisor Tech (or similar enterprise platforms like Addepar/Black Diamond) is non-negotiable.
- Comfortable with fee-file audits, representative mapping, and custom report building.
- Expert-level proficiency in Excel/Google Sheets (Vlookups, Index/Match, Array Formulas, and Data Visualization).
- Strong written and verbal communication skills for client and internal interactions.
- Demonstrated ability to prioritize tasks, manage multiple deadlines, and maintain exceptional organization.
- Keen attention to detail and a high level of accountability for financial data accuracy.
- Self-driven and able to stay focused and productive in a remote work environment without constant supervision.
- A strong understanding of SEC billing regulations, including fee-flow transparency and "Custody" implications.
- Proven ability to manage large-scale projects (like annual audits or platform migrations) alongside recurring 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 on role and level
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