Billing & Revenue Manager

Cerity Partners•Boston, MA

1d•$125,000 - $150,000•Onsite

About The Position

The Billing & Revenue Manager oversees day-to-day billing and revenue management activities and leads a team of eight. This role is responsible for accurate and timely billing, strong controls, and team leadership. As the firm continues to grow through significant merger activity, the Manager will play a key role in conversions, change management, technology initiatives, and building scalable processes.

Requirements

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.
Demonstrated experience supporting mergers, conversions, system implementations, or other significant organizational changes.
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.
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.
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).
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Experience with custodial fee-file submission (e.g., Schwab, Fidelity) is preferred.
Experience with Addepar or similar portfolio management and billing platforms is a plus.

Responsibilities

Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and adherence to 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 execution, and conversion to the firm's billing platform.
Lead, coach, and develop a team of 8 professionals, with accountability for performance management, staff development, and workload prioritization.
Oversee complex billing issues, exceptions, and escalations, and drive timely resolution.
Serve as a trusted partner to advisors and client-facing colleagues, responding to billing and fee inquiries with clarity and responsiveness and supporting a strong client experience.
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 to strengthen performance and reduce risk.
Communicate clearly with stakeholders around initiatives, issues, and changes, maintaining strong working relationships across the organization.