Billing & Revenue Manager

Cerity Partners

. Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and strong internal controls .

Posted 10/27/2026full-timeRemote • United StatesSeniorLead💰 $125,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in billing and revenue management, with a strong focus on team leadership, process improvement, and stakeholder communication. Proficient in managing complex billing issues and implementing solutions in a dynamic financial services environment.

Highest-signal resume keywords

Billing ManagementTeam LeadershipOrion Billing PlatformRevenue ManagementStakeholder Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Billing PracticesFee StructuresInternal ControlsAccounting ConceptsAdvanced Excel ProficiencyProject ManagementProblem-SolvingData ReconciliationMergers SupportSystem Implementation

Soft Skills

Analytical SkillsCommunication SkillsLeadership SkillsClient Experience FocusAdaptability

Tools & Technologies

Orion Billing PlatformAddeparCustodial Fee-File SubmissionAutomation ToolsFinancial Software

Industry Keywords

Wealth ManagementInvestment ManagementFinancial ServicesBilling MethodologiesPerformance Management

About the role

Key responsibilities & impact

Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and strong internal controls
Lead the billing workstream for mergers, from pre-close due diligence through post-close integration, including evaluating incoming firms' billing practices, transition planning, and conversion to the billing platform
Lead, coach, and develop a team of 8 professionals, owning performance management, staff development, and workload prioritization
Own complex billing issues, exceptions, and escalations, driving them to timely resolution
Serve as a trusted partner to advisors and client-facing colleagues, responding to billing and fee inquiries with clarity, responsiveness, and a strong client experience in mind
Partner closely with Finance, Technology, business teams, and other stakeholders on initiatives and changes that impact billing and revenue
Lead the function through business and organizational change, assessing impacts, recommending solutions, and driving implementation as the firm grows and evolves
Proactively identify opportunities to standardize, automate, and streamline processes, improving efficiency and building scalability
Establish and monitor key metrics, controls, and procedures that strengthen performance and reduce risk
Communicate clearly with stakeholders on initiatives, issues, and changes, maintaining strong working relationships across the organization

Requirements

What you’ll need

7+ years of experience in billing, revenue management, or a related finance function, including 3+ years managing people
Experience in wealth management, investment management, or a similarly complex financial services environment
Hands-on experience with the Orion billing platform, including configuring fee schedules and generating quarterly bills
A track record supporting mergers, conversions, system implementations, or other significant organizational changes
A proven ability to operate effectively in a dynamic, evolving environment — translating business change into practical solutions, processes, and execution plans
Strong leadership, analytical, problem-solving, and project management skills
Experience partnering with Technology on system enhancements, testing, automation, and implementation
Strong communication and stakeholder-management skills, with the ability to work effectively across functions and levels of the organization, including advisors and client-facing colleagues
Bachelor's degree or equivalent experience
Familiarity with fee-billing concepts, including a range of fee structures (tiered, blended, flat, asset-based), billing methodologies (advance vs. arrears; average daily balance vs. period-end), household aggregation, and proration logic
Experience with custodial fee-file submission (e.g., Schwab, Fidelity) is preferred
Strong understanding of internal controls and accounting concepts as they relate to revenue and receivables
Advanced Excel proficiency (e.g., XLOOKUP, SUMIF, pivot tables, large-data reconciliation)
Experience with Addepar or similar portfolio management and billing platforms is a plus
Applicants must be authorized to work for any employer in the U.S.

Benefits

Comp & perks

Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits