Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Billing Inquiries Care Coordination Advisory Circular Data Validation Regulatory Compliance Billing Client Services Financial Analysis Wealth Management Cross-Functional Collaboration Client Services Financial Privacy

Other Skills

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Microsoft Excel
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Accountability
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Communication
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Teamwork
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Personal Integrity
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Analytical Thinking
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Detail Oriented
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Relationship Building

Job description

Overview:

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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

Responsibilities:

What You’ll Do / Your Impact

Client Experience & Advisory Support

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

Operational & Compliance Excellence

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

Growth & Retention

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

Qualifications:

What You Bring

Required

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

Preferred

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

Core Competencies

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

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

Professional Development – Alera Group Academy

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:

Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

Active FINRA licenses required or ability to obtain within the agreed upon timeline.
CFP® preferred or encouraged
Ongoing continuing education to maintain active status

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.

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