Billing Manager

ITAC Solutions; Birmingham (AL); Hybrid; USD 77,000 - 94,000; Full time

Benefits offered by this job

Hybrid flexibility

Growth opportunities

Direct line to senior leadership

Values-based team culture

Job summary

ITAC Solutions, LLC in Birmingham, AL, seeks a Billing Manager to own end‑to‑end billing for a growing wealth management firm. You’ll turn complex fee structures into clean, dependable results that keep client relationships and operations running smoothly.

This hybrid role offers 1–2 days remote and a path to leadership, with a $85,000 salary and a 10% annual bonus target. You’ll collaborate with finance and technology to streamline processes and drive accuracy.

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 or Six Sigma certification 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

Fee schedules management

Supervisory experience

Education

CPA certification

Six Sigma certification

Job description

Every client relationship depends on getting the money right, and this role makes sure it happens. You’ll own billing from start to finish, turning complex fee structures into clean, dependable results that keep a growing financial services firm running smoothly.

Benefits & Extras

• Hybrid flexibility, 1–2 days a week remote


• Real growth: this seat opened through a promotion


• Mission-driven, values-based team of about 80


• Direct line to senior leadership

Compensation

• $85,000/year


• 10% annual bonus target

What You’ll Be Doing

• 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

What You’ll Need to be Considered

• 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 or Six Sigma certification is a big plus