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.

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.

Billing and Compensation Specialist

Key skills