Cerity Partners is seeking a motivated professional to lead billing services and processes for our specialized billing programs. The ideal candidate brings strong analytical capabilities, a process improvement mindset, and excellent communication skills to thrive in our collaborative, fast-paced environment.
Primary Responsibilities:
- Lead billing execution for corporate and partnership billing programs; develop and implement fixed fee billing structures; drive continuous process improvement and reporting
- Partner with internal stakeholders to support specialized billing programs including workplace solutions, custodial referral businesses, promoter arrangements, and separately managed account partnerships
- Analyze billing data to identify trends, discrepancies, and optimization opportunities; drive automation and workflow improvements to enhance efficiency and accuracy
- Create and deliver regular reporting with metrics and insights to support data-driven decision-making across billing programs
- Lead cross-functional projects with Finance, Special Program Heads, Relationship Management, and Client Service teams
- Resolve complex billing issues and respond to ad hoc program requests
- Document and standardize procedures for specialized billing programs
Required Qualifications:
- Bachelor's degree in Accounting, Finance, or related business field
- 4-6 years of experience in RIA billing, finance, or specialized billing programs
- Strong proficiency with Microsoft Excel and data analytics tools
- Experience with portfolio accounting systems (Orion, Addepar preferred) and Salesforce or similar CRM platforms
- Demonstrated success with data analysis and process improvement initiatives
- Excellent communication skills with ability to engage stakeholders at all levels
- Proven project management capabilities with track record of driving initiatives to completion
- Detail-oriented with ability to manage competing priorities effectively
- Self-starter who aligns with Cerity Partners' mission and core values
Compensation Range:
$90,000-$110,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
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What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
