Billing & Revenue Manager

Cerity Partners•Boston, MA

1d•$125,000 - $150,000

About The Position

Cerity Partners is seeking a Billing & Revenue Manager to oversee day-to-day billing and revenue management and lead a team of eight professionals. The role combines operational leadership with a hands-on part in the firm’s growth through mergers, including billing due diligence, transition planning, conversions, and post-close integration. The manager will partner with senior leadership and teams across Finance, Technology, and the business to manage change and build scalable processes.

Requirements

At least 7 years of experience in billing, revenue management, or a related finance function.
At least 3 years of people-management experience.
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.
Experience supporting mergers, conversions, system implementations, or other significant organizational changes.
Ability to work effectively in a dynamic, evolving environment and translate business changes 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, including the ability to work across functions and organizational levels with advisors and client-facing colleagues.
Bachelor’s degree or equivalent experience.

Nice To Haves

Familiarity with fee-billing concepts, including tiered, blended, flat, and asset-based fee structures; advance versus arrears billing; average daily balance versus period-end methods; household aggregation; and proration logic.
Experience with custodial fee-file submissions, such as Schwab or Fidelity.
Strong understanding of internal controls and accounting concepts related to revenue and receivables.
Advanced Excel proficiency, including XLOOKUP, SUMIF, pivot tables, and large-data reconciliation.
Experience with Addepar or similar portfolio-management and billing platforms.

Responsibilities

Oversee day-to-day billing and revenue management, ensuring accuracy, timeliness, and strong internal controls.
Lead the billing workstream for mergers, from pre-close due diligence through post-close integration, including reviewing incoming firms’ billing practices, planning transitions, and converting to the billing platform.
Lead, coach, and develop a team of eight, including performance management, staff development, and workload prioritization.
Resolve complex billing issues, exceptions, and escalations in a timely manner.
Respond to advisors and client-facing colleagues on billing and fee inquiries, with a focus on clarity, responsiveness, and client experience.
Partner with Finance, Technology, business teams, and other stakeholders on initiatives and changes that affect billing and revenue.
Assess the impact of business and organizational changes, recommend solutions, and lead implementation.
Identify opportunities to standardize, automate, and streamline processes to improve efficiency and scalability.
Establish and monitor metrics, controls, and procedures to strengthen performance and reduce risk.
Communicate with stakeholders about initiatives, issues, and changes, maintaining effective working relationships across the organization.