Billing Specialist

Signal Advisors

Billing Specialist managing comprehensive billing operations for RIA and TAMP clients. Innovating workflows and ensuring compliance in a remote team environment.

Posted 5/14/2026full-timeRemote • Missouri • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

billing operationsfee-file auditscustom report buildingExcelGoogle Sheetsdata visualizationdata integrity frameworksreconciliation processesproject managementbilling logic

Soft Skills

communication skillsorganizational skillsattention to detailaccountabilityself-driventask prioritizationtime managementclient supportproblem-solvingcollaboration