Billing Specialist

Job Description:In order to make an application, simply read through the following job description and make sure to attach relevant documents.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. xijylhu Proven ability to manage large-scale projects (like annual audits or platform migrations) alongside recurring monthly/quarterly billing cycles.Benefits:Medical, vision, and dental coverageFSA or HSA-eligible health plans3% 401(k) company contribution with no vesting periodParental leaveLearning & Development stipendWellness programsFlexible PTO Policy10 company-wide holidays$500 for your home office setupRemote friendly companyAnnual all-company retreatCompetitive equity package based on on role and level

Created: 2026-05-15