Billing & Revenue Manager

Cerity Partners Management LLC; United States; On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) Match

Flexible PTO

Parental Leave

Education Assistance

Commuter Benefits

Job summary

Cerity Partners is seeking a Billing & Revenue Manager to lead a team of eight and oversee day-to-day billing and revenue activities during a period of rapid growth and merger activity.

You will drive process improvements, partner with senior leadership, and shape scalable financial operations across the firm as it expands.

Qualifications

• 7+ years in billing or revenue management, including 3+ years of people management.
• Experience in wealth/investment management or similarly complex financial services.
• Hands-on experience with the Orion billing platform, including configuring fee schedules.
• Track record supporting mergers, conversions, or system implementations.
• Ability to translate business change into practical processes and plans.
• Strong leadership, analytical, problem-solving, and project management skills.
• Experience partnering with Technology on system enhancements and automation.
• Excellent communication and stakeholder-management across functions.

Responsibilities

• Oversee day-to-day billing and revenue management with strong controls.
• Lead billing workstream for mergers from pre-close due diligence to post-close integration.
• Coach and develop a team of 8 professionals, managing performance and workload.
• Own complex billing issues and ensure timely resolution.
• Partner with advisors and client-facing teams, ensuring clear billing communications.
• Collaborate with Finance, Technology, and business units on initiatives.
• Drive standardization, automation, and scalable process improvements.
• Establish metrics, controls, and procedures to reduce risk.
• Clearly communicate changes and initiatives across the organization.

Skills

Billing & Revenue

Leadership

Analytical

Project Management

Stakeholder Management

Communication

Team Leadership

Financial Services

Education

Bachelor's degree or equivalent

Tools

Orion billing platform

Addepar

Job description

Cerity Partners is growing quickly, and our billing and revenue function is at the center of that momentum. We're looking for a Billing & Revenue Manager who thrives on building great teams and great processes, someone who can keep day-to-day billing running smoothly while helping shape how we scale through an active merger pipeline.

This is a rare opportunity to lead a talented team of eight, partner directly with senior leadership, and leave a lasting mark on a firm in the middle of significant growth. As the Billing & Revenue Manager, you'll oversee the day-to-day accuracy and timeliness of billing and revenue management while leading and developing a team of eight professionals. As Cerity Partners continues to grow through significant merger activity, you'll play a hands‑on role in conversions, change management, technology initiatives, and building the scalable processes our next chapter needs.

Primary 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.
• Communicate clearly with stakeholders on 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.
• A track record supporting mergers, conversions, system implementations, or other significant organizational changes.
• A 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.

Preferred Qualifications

• 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.

Compensation Range

$125,000-$150,000

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 [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.

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. 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.