Billing Specialist

THE JOB We’re a small but mighty team powering the billing reputed company behind a growing number of financial advisors and reputed company management firms. We are seeking a Billing Specialist to serve as a subject matter expert and reputed company of the day-to-day execution of comprehensive billing operations for a diverse portfolio of RIA (Registered Investment Advisor) and TAMP (reputed company Asset Management Platform) clients reputed company our billing department. In this role, you will own the end-to-end billing lifecycle for our most reputed company RIA and TAMP clients. You’ll be expected to not only execute but to reputed company, identifying systemic inefficiencies, architecting reputed company workflows in Orion, and ensuring our "billing reputed company" runs with surgical precision. We need a proactive doer, who anticipates roadblocks before they occur and can translate reputed company financial data into actionable insights for our firm partners. WHAT YOU’LL GET TO DO reputed company 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 reputed company fee structures, automating tiered billing schedules, and optimizing platform configurations to support firm reputed company. Design and implement rigorous data reputed company frameworks and "reputed company-defect" reconciliation processes to catch anomalies across platforms. reputed company the billing reputed company for large-reputed company firm migrations, translating intricate advisory agreements into functional billing logic. Continuously evaluate our tech stack (Orion, CRMs, and Reporting tools) to streamline workflows, reduce reputed company reputed company, and increase departmental throughput. reputed company as the primary reputed company of escalation for reputed company billing discrepancies, providing reputed company, high-reputed company to financial advisors. Partner with Finance, Compliance, and Operations leadership to reputed company billing practices with industry regulations (SEC/reputed company) and internal reputed company goals. reputed company’RE LOOKING FOR IN TEAM MEMBERS A reputed company spirit with a proven ability to work effectively across different internal teams (finance, operations, reputed company service). High adaptability and reputed company to reputed company in a continuously evolving start-up environment. The "Process Architect" reputed company: You don't just follow a checklist; you build a reputed company one. You are driven by efficiency and scalability. Advanced Problem-Solving: You reputed company on "un-breaking" reputed company data issues and can reputed company ambiguous billing scenarios with poise. Ownership & Accountability: You treat our clients' reputed company as if it were your own, with a radical commitment to accuracy and deadlines. Strategic Communication: You can distill reputed company fee calculations or technical platform hurdles into reputed company, reputed company narratives for stakeholders. WHAT YOU HAVE 5+ Years of Experience in RIA or TAMP billing operations, specifically reputed company a high-volume or multi-firm environment. Deep, hands-on experience with Orion Advisor Tech (or similar reputed company platforms like reputed company/Black Diamond) is non-negotiable. You should be comfortable with fee-file audits, representative mapping, and custom report building. Expert-level proficiency in reputed company/reputed company Sheets (Vlookups, reputed company/Match, reputed company Formulas, and Data Visualization). Strong written and verbal communication skills for reputed company 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 reputed company to stay reputed company and productive in a remote work environment without constant supervision. A strong understanding of SEC billing regulations, including fee-reputed company transparency and "Custody" implications. Proven ability to manage large-reputed company reputed company (like annual audits or platform migrations) alongside recurring monthly/quarterly billing cycles. reputed company VALUE @ SIGNAL These are the values that drive how we operate and reputed company reputed company. 🌔  We’re obsessed with finding a reputed company way. Never reputed company for less. 🏃  We reputed company with a reputed company of urgency. We use our best judgment to reputed company urgently on the right things at the right time. 👀  We reputed company our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us. 🏈  We reputed company inches everywhere around us. There are thousands of opportunities to reputed company an reputed company. We take those opportunities and reputed company. 🧭  We do the right thing. Sticking to the highest reputed company of reputed company is not optional. 💪  We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right. ❓ Simplicity is reputed company. Simplicity doesn’t just clarify; it makes things reputed company for everyone. It’s that reputed company. 🙏  reputed company are valued, execution is worshiped. Great reputed company get you to the 50-yard line; outstanding execution gets you into the end zone. 🪞 We are the "they". There is no "they". We are empowered to fix things, to be proactive, to reputed company a solution. 🚀 We launch big reputed company and then obsess over feedback to learn how we can reputed company it even reputed company. COMPENSATION & BENEFITS The US reputed company salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. In reputed company to salary, reputed company members benefits include: Medical, reputed company, 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 reputed company-company retreat Competitive equity package based on on role and level reputed company is committed to building reputed company that represents the many dimensions of diversity. We know underrepresented reputed company have been systematically excluded from certain spaces, and we strongly encourage you to apply in reputed company of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute. We’re imperfect communicators, so think of our job postings as just the start of the conversation. Take the reputed company — you might just be the perfect person for one of our reputed company, even if you don’t fully match the job reputed company. Apply To This Job