FINRA Licensed RIA Billing Manager

Job Summary

A company is looking for a RIA Billing Manager who will contribute to client relationships, financial strategy, and operational excellence.

Key Responsibilities

• Ensure accurate and timely investment advisory fee billing across Wealth Services and Retirement Plan Services
• Conduct quarter end and ad hoc RIA fee billing, validate billing data, and coordinate with custodians to resolve discrepancies
• Support scalable billing operations and contribute to process improvements for enhanced accuracy and efficiency

Required Qualifications

• Bachelor's degree or equivalent professional experience
• 2+ years of experience in financial services, particularly in RIA fee billing or advisory operations
• Strong understanding of advisory fee structures and investment management billing processes
• Advanced proficiency in Microsoft Excel and experience with financial data and reports
• Experience using Orion Advisor Technology or similar RIA billing platforms is preferred