Billing Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📊 Billing Specialist

👻 Ghost score 15%

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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

• Process quarterly and monthly fees for investment management, financial planning, and consulting arrangements through the RIA platform and affiliated advisors • Ensure timely and accurate client billing setups and billing terminations • Process billing terminations and calculate final fees and refunds • Interact daily with advisors and operations staff to address and troubleshoot requests, answer inquiries, or direct them to appropriate areas • Reconcile billing data across different systems and custodians to ensure fee accuracy and completeness • Find billing data discrepancies and work on resolving them • Collaborate across Operations, Technology, Finance, and Compliance teams to identify opportunities and build process efficiencies • Advocate for advisors and clients by collaborating with multiple departments to ensure prompt and consistent 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 and projects • Report and audit all 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 billing workflows • Monitor fee billing exceptions to identify 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 • Ability to work independently as well as in a team setting • Superior problem solving, time and project-management skills • Ability to manage and execute complex processes with attention to detail while meeting deadlines • Ability to communicate professionally in written, video calling, telephone, and in-person formats • Ability to manage multiple priorities and projects; prioritize, triage, and resolve conflict effectively • Proficiency with Microsoft Office products, including Word, PowerPoint, and Excel • Proficiency with Excel data analysis features such as pivot tables and VLOOKUP • Strong desire to learn new processes and challenge the status quo

🏖️ 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 • Competitive compensation based on experience, qualifications, location, and market data