Billing and Compensation Specialist

Triad Partners•Lawrence, KS

3d•Hybrid

About The Position

When you step into the role as Billing & Compensation Specialist at Triad Wealth Partners, LLC (“Triad Wealth”), you will be responsible for owning the accuracy, integrity, and scalability of billing and advisor compensation processes. This role combines technical expertise, risk management, and process leadership to ensure billing operations run efficiently and accurately while supporting a seamless advisor experience. You will play a key role in building controls, improving systems, and supporting strategic initiatives as the firm continues to grow.

Requirements

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

Nice To Haves

Experience with Orion, Salesforce, and custodial platforms preferred
Continuous improvement mindset with a focus on scalability and efficiency

Responsibilities

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