Billing Manager

🔥 20 minutes ago

🍑 Georgia – Remote

🍑 Georgia – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📊 Billing Specialist

👻 Ghost score 12%

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Merit Financial Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1998

💸 Finance

🛡️ Insurance

💰 Secondary market on 2025-08

Finance • Insurance

Merit Financial Advisors is a U. S. -based SEC-registered investment advisory and wealth management firm that provides comprehensive financial planning, wealth management, retirement and tax services, and insurance planning for individuals, families and businesses. The firm positions itself as a fiduciary and offers services for life transitions (retirement, divorce, career change, widowhood), employer retirement solutions, and business succession; it reports $24. 69 billion in assets served, 26,000+ households, 350+ team members and 55+ offices (as of Jan 1, 2026). Merit emphasizes a client-focused, goals-driven investment philosophy and a tiered fee structure for advisory services.

📋 Description

• 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

• 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

• 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

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