[Hiring] RIA Billing Manager @Alera Group

Role Description

We’re seeking a RIA Billing Manager who will contribute to client relationships, financial strategy, and operational excellence.

Responsibilities

• Client Experience & Advisory Support:
  • Support advisory teams by ensuring accurate and timely investment advisory fee billing across Wealth Services and Retirement Plan Services.
  • Partner with internal client service and operations teams to support smooth client fee processes and respond to billing inquiries.
  • Assist with reporting and documentation used to support advisor and client communications.
• Operational & Compliance Excellence:
  • Conduct quarter‑end and ad‑hoc RIA fee billing across multiple custodial platforms.
  • Validate billing data, perform reconciliations, and identify discrepancies requiring resolution.
  • Coordinate with custodians and internal partners to resolve billing exceptions, rejections, and corrections.
  • Support compliance testing and internal audits related to advisory fee billing.
  • Ensure billing documentation and processes align with regulatory requirements and internal controls.
• Growth & Retention:
  • Support scalable billing operations that enable business growth across advisory platforms.
  • Contribute to process improvements that enhance accuracy, efficiency, and advisor experience.
  • Help maintain strong internal partnerships that support long‑term advisor and client retention.

Qualifications

• Required:
  • Bachelor’s degree or equivalent professional experience.
  • 2+ years of experience in financial services, with hands‑on exposure to RIA fee billing or advisory operations.
  • Strong understanding of advisory fee structures and investment management billing processes.
  • Advanced proficiency in Microsoft Excel and comfort working with financial data and reports.
• Preferred:
  • Experience using Orion Advisor Technology or similar RIA billing platforms.
  • Familiarity with custodial platforms and multi‑custodian billing environments.
  • Experience supporting Wealth Management or Retirement Plan Services teams.
• Core Competencies:
  • Analytical mindset with strong attention to detail.
  • Relationship‑building and cross‑functional collaboration.
  • Integrity, discretion, and accountability when handling sensitive financial data.
  • Strong follow‑through and ownership of deliverables.

Requirements

• Salary range: $100,000 – $120,000 per year.
• Eligible for performance-based bonus: Yes.

Benefits

• Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model

• This role is Remote.

Professional Development

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

• Role-specific learning paths.
• Leadership development programs.
• Technical and compliance training.
• Industry certifications and continuing education support.
• Peer learning and knowledge-sharing communities.

Licensure & Certifications (If Applicable)

• Active FINRA licenses required or ability to obtain within the agreed upon timeline.
• CFP® preferred or encouraged.
• Ongoing continuing education to maintain active status.