Billing Specialist

🕒 May 14

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📊 Billing Specialist

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Signal Advisors

WebsiteLinkedInAll Job Openings

51 - 200 employees

Signal Advisors is a venture-backed, Detroit startup that helps independent financial advisors grow their business in various ways—through technology, financing, peer-to-peer coaching, marketing, and more.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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