Billing & Revenue Manager

Cerity Partners; New York, Northern (NY, KY); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) matching

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Billing & Revenue Manager to oversee day-to-day billing, revenue management, and a team of eight. You will lead billing for mergers and collaborate with Finance, Technology, and client teams to drive accuracy and scalable processes.

The role requires 7+ years in billing or finance, experience in wealth management, hands-on Orion knowledge, and a proven change-management track record.

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.
• Demonstrated experience supporting mergers, conversions, system implementations, or other significant organizational changes.

Responsibilities

• Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and adherence to 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 execution, and conversion to the firm's billing platform.
• Lead, coach, and develop a team of 8 professionals, with accountability for performance management, staff development, and workload prioritization.
• Oversee complex billing issues, exceptions, and escalations, and drive timely resolution.
• Serve as a trusted partner to advisors and client-facing colleagues, responding to billing and fee inquiries with clarity and responsiveness and supporting a strong client experience.
• 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 to strengthen performance and reduce risk.
• Communicate clearly with stakeholders around initiatives, issues, and changes, maintaining strong working relationships across the organization.

Skills

Leadership

Communication

Project management

Analytical thinking

Team leadership

Education

Bachelor's degree

Tools

Orion

Addepar

Billing platforms

Excel

Job description

Billing & Revenue Manager

Billing & Revenue Manager oversees day-to-day billing and revenue management activities and leads a team of eight, with responsibility for accurate and timely billing, strong controls, and team leadership. As the firm continues to grow through significant merger activity, the Manager will play a key role in conversions, change management, technology initiatives, and building scalable processes.

Primary Responsibilities

• Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and adherence to 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 execution, and conversion to the firm's billing platform.
• Lead, coach, and develop a team of 8 professionals, with accountability for performance management, staff development, and workload prioritization.
• Oversee complex billing issues, exceptions, and escalations, and drive timely resolution.
• Serve as a trusted partner to advisors and client-facing colleagues, responding to billing and fee inquiries with clarity and responsiveness and supporting a strong client experience.
• 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 to strengthen performance and reduce risk.
• Communicate clearly with stakeholders around initiatives, issues, and changes, maintaining strong working relationships across the organization.

Required Qualifications

• 7+ years of experience in billing, revenue management, or a related finance function, including 3+ years managing people.
• 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.
• Demonstrated experience supporting mergers, conversions, system implementations, or other significant organizational changes.
• Proven ability to operate effectively in a dynamic, evolving environment, translating business change into practical solutions, processes, and execution plans.
• Strong leadership, analytical, problem-solving, and project management skills.
• Experience partnering with Technology on system enhancements, testing, automation, and implementation.
• Strong communication and stakeholder-management skills, with the ability to work effectively across functions and levels of the organization, including advisors and client-facing colleagues.
• Bachelor's degree or equivalent experience.

Technical & Functional Skills

• Familiarity with fee-billing concepts including a range of fee structures (tiered, blended, flat, asset-based), billing methodologies (advance vs. arrears; average daily balance vs. period-end), household aggregation, and proration logic.
• Experience with custodial fee-file submission (e.g., Schwab, Fidelity) is preferred.
• Strong understanding of internal controls and accounting concepts as they relate to revenue and receivables.
• Advanced Excel proficiency (e.g., XLOOKUP, SUMIF, pivot tables, large-data reconciliation).
• Experience with Addepar or similar portfolio management and billing platforms is a plus.

What You'll Gain

A high-impact leadership role at the center of the firm's growth, leading billing integration across an active and expanding merger pipeline. Room to grow, with exposure to senior firm leadership and increasing scope and responsibility within billing and revenue management as the function scales. Ownership of a highly visible function with meaningful autonomy and the ability to make a lasting mark on the organization.

Compensation Range

$125,000-$150,000

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients.

• 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 [e-mail].

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 [e-mail].

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

We truly care about what we do. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in‑house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight.

At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.

We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.