Billing & Revenue Ops Lead (Hybrid)

ITAC Solutions, LLC; Birmingham; Hybrid; GBP 57,000 - 70,000; Full time

Benefits offered by this job

Hybrid flexibility

Promotion-based growth

Mission-driven team

Direct line to leadership

Job summary

ITAC Solutions, LLC is seeking a Billing Leader to own end-to-end billing for multiple client firms within a wealth management context. The role includes invoicing, payments, reconciliation, and leading a billing team.

This hybrid position offers 1–2 remote days per week, with growth opportunities from promotion and direct access to senior leadership. Ideal candidates will have AR/billing experience in wealth management and strong process improvement skills.

Qualifications

• Billing or AR experience at a wealth management firm, RIA, or broker-dealer.
• Experience managing billing across varied fee schedules.
• Supervisory experience over a billing or AR team.
• CPA certification or Six Sigma is a big plus.

Responsibilities

• Running quarterly billing across multiple client firms, each with its own fee schedule.
• Processing advisor payouts net of covered costs.
• Owning invoicing, payment processing, and reconciliation.
• Leading and coaching the billing team.
• Fielding advisor calls and chasing down missing info.
• Streamlining billing processes and systems alongside finance and tech.

Skills

Billing experience

AR experience

Wealth management

Fee schedule management

Billing supervision

CPA certification

Six Sigma

Job description

ITAC Solutions, LLC is seeking a Billing Leader to own end-to-end billing for multiple client firms within a wealth management context. The role includes invoicing, payments, reconciliation, and leading a billing team.

This hybrid position offers 1–2 remote days per week, with growth opportunities from promotion and direct access to senior leadership. Ideal candidates will have AR/billing experience in wealth management and strong process improvement skills.