Triad

Human Resources

• Own end-to-end billing and advisor compensation processes, ensuring accuracy and timeliness
• Perform and oversee pre-billing audits, reconciliation processes, and post-billing validations
• Monitor and resolve billing exceptions, data discrepancies, and system errors
• Maintain data integrity across Orion and custodial systems
• Design, implement, and enhance billing controls to mitigate operational and financial risk
• Conduct ongoing risk assessments and recommend process improvements
• Partner with Finance, Compliance, and Operations to ensure alignment and accuracy
• Support complex billing scenarios including custom pricing, tiered fee structures, and one-off arrangements
• Drive automation and system enhancements to reduce manual processes and increase scalability
• Support M&A integrations, onboarding of new advisors, and billing transitions
• Analyze trends, identify root causes of issues, and implement long-term solutions
• Assist in training internal teams and advisors on billing and compensation processes
• Promote a strong culture of accountability, accuracy, and continuous improvement.

Billing and Compensation Specialist

Financial Planning and Analysis

• Utilize your financial planning expertise to assist member firms with a range of planning strategies, from basic to complex, ensuring they meet their clients' long-term financial goals.
• Clearly communicate financial plans as part of our Fractional Planning offering, including custom plan summary videos that are sent to our member firms.
• Serve as a subject matter expert on financial planning tools such as eMoney, Holistiplan, and Nitrogen. Provide guidance, training, and support to member firms in optimizing these tools for comprehensive financial planning.
• Act as a consultant to member firms, responding to, monitoring, and tracking incoming inquiries. Offer tailored guidance on financial planning strategies, with a particular emphasis on retirement planning and tax implications.
• Conduct thorough research on complex financial planning issues, including tax and retirement planning. Provide insights and recommendations that enhance the planning strategies of member firms.
• Create, revise, and present financial planning materials and deliverables to ensure they are technically accurate and accessible to a variety of audiences.
• Advocate for and contribute to the development of planning solutions and tools that align with Triad's mission.
• Drive innovation by managing and participating in projects that support member firms' success.
• Work closely with partner firms, clients, and prospects to provide consulting services related to comprehensive financial planning.
• Lead and support planning-related projects and initiatives, ensuring they are completed on time and meet the strategic goals of Triad.
• Stay up-to-date with industry trends, best practices, and legislative changes that may impact financial planning and advisory services. Share relevant insights with member firms and the Triad team.
• Contribute to Triad's thought leadership by taking initiative in areas such as innovation, creativity, and the development of best practices within the financial planning domain.

Billing and Compensation Specialist

Senior Financial Planning Specialist