Billing & Revenue Leader for M&A Growth

Cerity Partners; New Jersey; On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health insurance – day 1

401(k) with 4% match

Flexible PTO

Educational financial assistance

Volunteer time/Community service

Job summary

Cerity Partners is seeking a Billing & Revenue Manager in New Jersey to lead day-to-day billing operations and drive scale amid an active merger pipeline. You will oversee accuracy, timeliness, and controls while guiding a team of eight through complex changes and system implementations.

The role requires deep expertise in billing for wealth/asset management, hands-on Orion experience, and a track record of partnering with technology to deliver automated, scalable solutions.

Qualifications

• 7+ years of experience in billing, revenue management, or a related finance function.
• Experience in wealth management, investment management, or a similarly complex financial services environment.
• Hands-on experience with the Orion billing platform, including configuring fee schedules and generating quarterly bills.
• A track record supporting mergers, conversions, system implementations, or other significant organizational changes.
• Strong leadership, analytical, problem-solving, and project management skills.
• Experience partnering with Technology on system enhancements, testing, automation, and implementation.
• Bachelor's degree or equivalent experience.

Responsibilities

• Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and strong internal controls.
• Lead the billing workstream for mergers, from pre-close due diligence through post-close integration, including evaluating incoming firms' billing practices, transition planning, and conversion to our billing platform.
• Lead, coach, and develop a team of 8 professionals, owning performance management, staff development, and workload prioritization.
• Own complex billing issues, exceptions, and escalations, driving them to timely resolution.
• Serve as a trusted partner to advisors and client-facing colleagues, responding to billing and fee inquiries with clarity, responsiveness, and a strong client experience in mind.
• Partner closely with Finance, Technology, business teams, and other stakeholders on initiatives and changes that impact billing and revenue.
• Lead the function through business and organizational change, assessing impacts, recommending solutions, and driving implementation as the firm grows and evolves.
• Proactively identify opportunities to standardize, automate, and streamline processes, improving efficiency and building scalability.
• Establish and monitor key metrics, controls, and procedures that strengthen performance and reduce risk.

Skills

Leadership

Analytical thinking

Problem-solving

Project management

Stakeholder management

Excel

Education

Bachelor's degree

Tools

Orion billing platform

Addepar

Job description

Cerity Partners is seeking a Billing & Revenue Manager in New Jersey to lead day-to-day billing operations and drive scale amid an active merger pipeline. You will oversee accuracy, timeliness, and controls while guiding a team of eight through complex changes and system implementations.

The role requires deep expertise in billing for wealth/asset management, hands-on Orion experience, and a track record of partnering with technology to deliver automated, scalable solutions.