[Hiring] Billing & Revenue Manager @Cerity Partners

Role Description

Cerity Partners is growing quickly, and our billing and revenue function is at the center of that momentum. We're looking for a Billing & Revenue Manager who thrives on building great teams and great processes, someone who can keep day-to-day billing running smoothly while helping shape how we scale through an active merger pipeline. This is a rare opportunity to lead a talented team of eight, partner directly with senior leadership, and leave a lasting mark on a firm in the middle of significant growth.

As the Billing & Revenue Manager, you'll oversee the day-to-day accuracy and timeliness of billing and revenue management while leading and developing a team of eight professionals. As Cerity Partners continues to grow through significant merger activity, you'll play a hands-on role in conversions, change management, technology initiatives, and building the scalable processes our next chapter needs.

• Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and strong internal controls.
• Lead the billing workstream for mergers, from pre-close due diligence through post-close integration, including evaluating incoming firms' billing practices, transition planning, and conversion to our billing platform.
• Lead, coach, and develop a team of 8 professionals, owning performance management, staff development, and workload prioritization.
• Own complex billing issues, exceptions, and escalations, driving them to timely resolution.
• Serve as a trusted partner to advisors and client-facing colleagues, responding to billing and fee inquiries with clarity, responsiveness, and a strong client experience in mind.
• Partner closely with Finance, Technology, business teams, and other stakeholders on initiatives and changes that impact billing and revenue.
• Lead the function through business and organizational change, assessing impacts, recommending solutions, and driving implementation as the firm grows and evolves.
• Proactively identify opportunities to standardize, automate, and streamline processes, improving efficiency and building scalability.
• Establish and monitor key metrics, controls, and procedures that strengthen performance and reduce risk.
• Communicate clearly with stakeholders on initiatives, issues, and changes, maintaining strong working relationships across the organization.

Qualifications

• 7+ years of experience in billing, revenue management, or a related finance function, including 3+ years managing people.
• Experience in wealth management, investment management, or a similarly complex financial services environment.
• Hands-on experience with the Orion billing platform, including configuring fee schedules and generating quarterly bills.
• A track record supporting mergers, conversions, system implementations, or other significant organizational changes.
• A proven ability to operate effectively in a dynamic, evolving environment — translating business change into practical solutions, processes, and execution plans.
• Strong leadership, analytical, problem-solving, and project management skills.
• Experience partnering with Technology on system enhancements, testing, automation, and implementation.
• Strong communication and stakeholder-management skills, with the ability to work effectively across functions and levels of the organization, including advisors and client-facing colleagues.
• Bachelor's degree or equivalent experience.

Preferred Qualifications

• Familiarity with fee-billing concepts, including a range of fee structures (tiered, blended, flat, asset-based), billing methodologies (advance vs. arrears; average daily balance vs. period-end), household aggregation, and proration logic.
• Experience with custodial fee-file submission (e.g., Schwab, Fidelity) is preferred.
• Strong understanding of internal controls and accounting concepts as they relate to revenue and receivables.
• Advanced Excel proficiency (e.g., XLOOKUP, SUMIF, pivot tables, large-data reconciliation).
• Experience with Addepar or similar portfolio management and billing platforms is a plus.

Compensation Range

$125,000-$150,000

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits