RIA Billing Manager
About The Position
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. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
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
- 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
Nice To Haves
- 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
- Active FINRA licenses required or ability to obtain within the agreed upon timeline.
- CFP® preferred or encouraged
- Ongoing continuing education to maintain active status
Responsibilities
- 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
Benefits
- Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
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What This Job Offers
Job Type
Full-time
Career Level
Manager
