Billing Specialist

🕒 Maio 14

🚗 Michigan – Remoto

🚗 Michigan – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

📊 Especialista em Faturamento

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Signal Advisors

SiteLinkedInTodas as Vagas

51 - 200 funcionários

A Signal Advisors é uma startup de Detroit, apoiada por empreendimentos, que ajuda consultores financeiros independentes a expandirem seus negócios de diversas maneiras — por meio de tecnologia, financiamento, coaching peer-to-peer, marketing e mais. A Signal está reinventando o IMO através de tecnologia que facilita a vida dos consultores. Desde 2020, nos tornamos o distribuidor de anuidades de mais rápido crescimento no país. Mas, seja desenvolvendo software de classe mundial ou oferecendo análises especializadas sobre estratégias complexas de seguro, são nossas pessoas que fazem a diferença. Para saber mais sobre as oportunidades de carreira atuais na Signal, visite: www.signaladvisors.com/careers

Descrição

• 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.

🎯 Requisitos

• 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. • Proven ability to manage large-scale projects (like annual audits or platform migrations) alongside recurring monthly/quarterly billing cycles.

🏖️ Benefícios

• Medical, vision, 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 all-company retreat • Competitive equity package based on on role and level