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RIA Billing Manager

April 29, 2026

OVERVIEW <img src="https://aleragroup.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=144345&hashed=-2046073511" alt="Alera_Color_250x80"> 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.<h2 data-start="3522" data-end="3544">Why Alera Group</h2><ul data-start="3546" data-end="3952"><li data-start="3546" data-end="3677">Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction</li><li data-start="3678" data-end="3800">Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries</li><li data-start="3801" data-end="3952">Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way</li></ul> RESPONSIBILITIES <div><h2>What You’ll Do / Your Impact</h2><h3>Client Experience & Advisory Support</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support advisory teams by ensuring accurate and timely investment advisory fee billing across Wealth Services and Retirement Plan Services</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Partner with internal client service and operations teams to support smooth client fee processes and respond to billing inquiries</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Assist with reporting and documentation used to support advisor and client communications</li></ul><h3>Operational & Compliance Excellence</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Conduct quarter‑end and ad‑hoc RIA fee billing across multiple custodial platforms</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Validate billing data, perform reconciliations, and identify discrepancies requiring resolution</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Coordinate with custodians and internal partners to resolve billing exceptions, rejections, and corrections</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support compliance testing and internal audits related to advisory fee billing</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Ensure billing documentation and processes align with regulatory requirements and internal controls</li></ul><h3>Growth & Retention</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Support scalable billing operations that enable business growth across advisory platforms</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Contribute to process improvements that enhance accuracy, efficiency, and advisor experience</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Help maintain strong internal partnerships that support long‑term advisor and client retention</li></ul></div> QUALIFICATIONS <div><h2>What You Bring</h2><h3>Required</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Bachelor’s degree or equivalent professional experience</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">2+ years of experience in financial services, with hands‑on exposure to RIA fee billing or advisory operations</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong understanding of advisory fee structures and investment management billing processes</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Advanced proficiency in Microsoft Excel and comfort working with financial data and reports</li></ul><h3>Preferred</h3><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience using Orion Advisor Technology or similar RIA billing platforms</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Familiarity with custodial platforms and multi‑custodian billing environments</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Experience supporting Wealth Management or Retirement Plan Services teams</li></ul><h2>Core Competencies</h2><ul><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Analytical mindset with strong attention to detail</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Relationship‑building and cross‑functional collaboration</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Integrity, discretion, and accountability when handling sensitive financial data</li><li class="___ccc16d0 fje8fi8 f1ng9h0j f1bwykku f18jd3zf">Strong follow‑through and ownership of deliverables</li></ul></div> ADDITIONAL INFORMATION Compensation: Salary range: $100,000 – $120,000 per year Eligible for performance-based bonus: Yes Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Work Model: This role is Remote <h3 data-start="3975" data-end="4027">Professional Development – Alera Group Academy</h3>At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.You’ll have access to:<ul data-start="4255" data-end="4474"><li data-start="4255" data-end="4287">Role-specific learning paths</li><li data-start="4288" data-end="4323">Leadership development programs</li><li data-start="4324" data-end="4361">Technical and compliance training</li><li data-start="4362" data-end="4422">Industry certifications and continuing education support</li><li data-start="4423" data-end="4474">Peer learning and knowledge-sharing communities</li></ul>Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.<h3 data-start="4592" data-end="4638">Licensure & Certifications (If Applicable)</h3>This position may require:<ul data-start="4669" data-end="4899"><li data-start="4669" data-end="4769">Active FINRA licenses required or ability to obtain within the agreed upon timeline.</li><li data-start="8692" data-end="8724">CFP® preferred or encouraged</li><li data-start="4669" data-end="4769">Ongoing continuing education to maintain active status</li></ul>We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-AM1#LI-Remote Location Type Remote

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

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5. HOW DO YOU PROCESS INFORMATION?

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...