Billing Manager

Merit Financial Advisors

. Ensure all aspects of client billing are performed timely and accurately.

Posted 11/10/2026full-timeRemote • Georgia • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client billing processes within the financial services industry, with a strong focus on operations and compliance. Proficient in utilizing technology applications like Orion and Salesforce to enhance billing efficiency and accuracy.

Highest-signal resume keywords

RIA Operations ExperienceAdvisory Billing ExpertiseKnowledge of SEC and FINRA RegulationsAdvanced Excel SkillsClient Service Excellence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Billing ManagementBilling ReconciliationData AnalysisFinancial ReportingProcess Improvement

Soft Skills

Problem SolvingOrganizational SkillsCommunication SkillsTeam CollaborationPositive Attitude

Tools & Technologies

OrionSalesforceMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Industry Keywords

Financial ServicesInvestment ManagementCustodiansSEC RegulationsFINRA Regulations

About the role

Key responsibilities & impact

Ensure all aspects of client billing are performed timely and accurately.
Process quarterly and monthly fees for investment management, financial planning and consulting arrangements through the RIA platform and affiliated advisors.
Ensure the timeliness and accuracy of client billing setups and billing terminations.
Process billing terminations and calculate final fees and refunds.
Interact daily with advisors and operations staff, address and troubleshoot requests and answer inquiries, or direct them to appropriate areas.
Reconcile billing data across different systems and custodians, identify discrepancies, and resolve them.
Collaborate across Operations, Technology, Finance and Compliance teams to build process efficiencies.
Advocate for advisors and clients by collaborating across departments to ensure excellent client service.
Develop cross-functional understanding of department policies, procedures, and responsibilities.
Interact with custodians and technology partners to resolve billing exceptions and assigned tasks/projects.
Report on and audit billing processes, escalating issues in a timely manner.
Liaise with the investment team on client operational matters.
Liaise with compliance for auditing or reporting needs.
Update billing processes and procedures for existing and new workflows.
Monitor fee billing exceptions and resolve billing anomalies.
Prepare billing training materials and conduct billing training sessions.

Requirements

What you’ll need

Direct experience with Operations and Billing for an RIA.
5+ years of experience in the financial services industry.
2-3 years of dedicated Advisory Billing experience.
B.A in Business, Finance or Accounting.
Experience with securities and investment advisory technology applications, preferably Orion and Salesforce.
Experience with custodians, preferably Schwab and Fidelity.
Knowledge of SEC, FINRA, and state investment advisory regulations.
Strong quantitative and analytical skills.
Ability to design and manipulate complex Excel spreadsheets to generate meaningful reports.
Superior client service skills.
Excellent organizational and time management skills.
Personable, approachable with a positive attitude and a solution-oriented mindset.
Demonstrated ability to work in a challenging and dynamic environment to meet client needs.
Ability to work independently as well as in a team setting with superior problem solving, time and project-management skills.
Ability to manage and execute on complex processes with an attention to detail while meeting deadlines.
Ability to listen well and communicate in a professional manner (written, video calling, telephone and in-person).
Ability to manage multiple priorities and projects; prioritize, triage, and resolve conflict effectively.
Creative problem solver with the ability to anticipate needs and actively participate in a culture of excellence.
Proficiency with Microsoft Office products, MS Word, PowerPoint, Excel, including data analysis features such as pivot tables, vlookup, etc.
Strong desire to learn new processes and an attitude to challenge the status quo with the aim to improve.

Benefits

Comp & perks

Medical Insurance
Dental/Vision Insurance
Life & Personal Accident Insurance
Short-term Disability Insurance
Long-term Disability Insurance
Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
401(k) Plan with company matching
Paid Time Off (PTO) and paid holidays