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Ria Billing Manager

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Alera Group

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Location:
United States

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

100000.00 - 120000.00 USD / Year
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Job Description:

RIA Billing Manager – Wealth Services Location: Remote At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a RIA Billing Manager who will contribute to client relationships, financial strategy, and operational excellence.

Job Responsibility:

  • 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
  • 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
  • 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

Requirements:

  • 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

Nice to have:

  • 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
What we offer:
  • Medical
  • Dental
  • Vision
  • Life and disability coverage
  • 401(k)
  • Generous PTO

Additional Information:

Job Posted:
May 03, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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