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Billing and Compensation Specialist
TriadBilling & Compensation Specialist responsible for accuracy in billing and compensation processes at Triad Wealth Partners. Collaborating with finance and operations teams to support strategic initiatives.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Bachelor’s degree preferred
- 3+ years of experience in billing, compensation, or operations within financial services
- Strong understanding of advisory fee structures, billing cycles, and compensation models
- Experience with audit, controls, and risk management frameworks
- High attention to detail with strong analytical and problem-solving skills
- Ability to manage multiple priorities and work independently
- Strong communication skills and ability to collaborate cross-functionally
- Experience with Orion, Salesforce, and custodial platforms preferred
- Continuous improvement mindset with a focus on scalability and efficiency.
Benefits
Comp & perks- Competitive compensation
- Fully paid health, dental and vision insurance for employee, spouse and family
- Generous PTO
- 401k Plan
- Team events (minimum of monthly)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
billing processespre-billing auditsreconciliation processesbilling controlsrisk assessmentsdata integrityautomationanalytical skillsproblem-solving skillscompensation models
Soft Skills
attention to detailability to manage multiple prioritiesindependent workstrong communication skillscollaborationcontinuous improvement mindsetaccountabilityaccuracytrainingprocess improvement
Certifications
Bachelor’s degree