Billing Specialist

Signal Advisors Inc.; Detroit (MI); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical, vision, dental coverage

FSA/HSA‑eligible plans

3% 401(k) company contribution

Parental leave

Learning & Development stipend

Wellness programs

Flexible PTO

Home office setup stipend

Remote friendly company

Annual company retreat

Competitive equity package

Job summary

Signal Advisors is redefining the retirement industry with a dispersed team and a mission to empower financial advisors. We seek a Billing Specialist to own end-to-end billing for a portfolio of RIA/TAMP clients, innovating workflows in Orion and ensuring accuracy and regulatory compliance across the billing lifecycle.

You’ll optimize fee structures, automate schedules, and drive improvements in data integrity while collaborating with Finance, Compliance, and Operations to meet growth goals.

Qualifications

• 5+ Years of experience in RIA or TAMP billing operations in high-volume environments.
• Hands-on experience with Orion Advisor Tech or similar platforms; fee-file audits and custom reports.
• Strong proficiency in Excel/Sheets for data analysis and reporting.
• Excellent written and verbal communication for clients and internal teams.
• Ability to prioritize tasks, manage deadlines, and stay organized.
• Understanding of SEC billing regulations and fee-flow transparency.
• Project-manage large migrations and ongoing monthly/quarterly billing cycles.

Responsibilities

• Lead end-to-end billing cycles for complex RIA/TAMP clients with accuracy and compliance.
• Act as Orion power-user; design complex fee structures and automate billing schedules.
• Build data integrity frameworks and reconciliation processes across platforms.
• Oversee onboarding for large client migrations, translating advisory agreements into billing logic.
• Continuously optimize workflows by evaluating Orion, CRMs, and reporting tools.
• Serve as escalation point for billing discrepancies, providing high-touch support to advisors.
• Collaborate with Finance, Compliance, and Operations to align billing with regulations.

Skills

Advanced Excel

Regulatory compliance

Cross-team collaboration

Strong communication

Problem solving

Remote work discipline

Project management

RIA/TAMP billing knowledge

Tools

Orion Advisor Tech

Addepar

Black Diamond

Job description

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 120+ team members dispersed across the country.

We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!

THE JOB

We’re a small but mighty team powering the billing engine behind a growing number of financial advisors and wealth management firms. We are seeking a Billing Specialist to serve as a subject matter expert and lead of the day-to-day execution of comprehensive billing operations for a diverse portfolio of RIA (Registered Investment Advisor) and TAMP (Turnkey Asset Management Platform) clients within our billing department.

In this role, you will own the end-to-end billing lifecycle for our most complex RIA and TAMP clients. You’ll be expected to not only execute but to innovate, identifying systemic inefficiencies, architecting scalable workflows in Orion, and ensuring our billing engine runs with surgical precision. We need a proactive doer, who anticipates roadblocks before they occur and can translate complex financial data into actionable insights for our firm partners.

What You’ll Get To Do

• Lead the execution of comprehensive billing cycles for high-net-worth and multi-entity RIA/TAMP portfolios, ensuring absolute accuracy and regulatory compliance.
• Serve as the internal Orion power-user; architecting complex fee structures, automating tiered billing schedules, and optimizing platform configurations to support firm growth.
• Design and implement rigorous data integrity frameworks and zero-defect reconciliation processes to catch anomalies across platforms.
• Lead the billing onboarding for large-scale firm migrations, translating intricate advisory agreements into functional billing logic.
• Continuously evaluate our tech stack (Orion, CRMs, and Reporting tools) to streamline workflows, reduce manual intervention, and increase departmental throughput.
• Act as the primary point of escalation for complex billing discrepancies, providing professional, high-touch support to financial advisors.
• Partner with Finance, Compliance, and Operations leadership to align billing practices with industry regulations (SEC/FINRA) and internal revenue goals.

What We’re Looking For In Team Members

• A collaborative spirit with a proven ability to work effectively across different internal teams (finance, operations, client service).
• High adaptability and agility to thrive in a continuously evolving start-up environment.
• Process Architect Mindset: you don't just follow a checklist; you build a better one. You are driven by efficiency and scalability.
• Advanced Problem-Solving: you thrive on breaking complex data issues and can navigate ambiguous billing scenarios with poise.
• Ownership & Accountability: you treat our clients' revenue as if it were your own, with a radical commitment to accuracy and deadlines.
• Strategic Communication: you can distill complex fee calculations or technical platform hurdles into clear, professional narratives for stakeholders.

What You Have

• 5+ Years of Experience in RIA or TAMP billing operations, specifically within a high-volume or multi-firm environment.
• Deep, hands‑on experience with Orion Advisor Tech (or similar enterprise platforms like Addepar/Black Diamond) is non‑negotiable. You should be comfortable with fee-file audits, representative mapping, and custom report building.
• Expert-level proficiency in Excel/Google Sheets (Vlookups, Index/Match, Array Formulas, and Data Visualization).
• Strong written and verbal communication skills for client and internal interactions.
• Demonstrated ability to prioritize tasks, manage multiple deadlines, and maintain exceptional organization.
• Keen attention to detail and a high level of accountability for financial data accuracy.
• Self-driven and able to stay focused and productive in a remote work environment without constant supervision.
• A strong understanding of SEC billing regulations, including fee‑flow transparency and "Custody" implications.
• Proven ability to manage large-scale projects (like annual audits or platform migrations) alongside recurring monthly/quarterly billing cycles.

WHAT WE VALUE @ SIGNAL

• We’re obsessed with finding a better way. Never settle for less.
• We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
• We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.
• We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
• We do the right thing. Sticking to the highest standard of integrity is not optional.
• We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
• Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
• Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
• We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
• We launch big ideas and then obsess over feedback to learn how we can make it even better.

Compensation & Benefits

The US base salary for this full‑time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In Addition To Salary, Our Team Members Benefits Include

• Medical, vision, and dental coverage
• FSA or HSA‑eligible health plans
• 3% 401(k) company contribution with no vesting period
• Parental leave
• Learning & Development stipend
• Wellness programs
• Flexible PTO Policy
• 10 company‑wide holidays
• $500 for your home office setup
• Remote friendly company
• Annual all‑company retreat
• Competitive equity package based on role and level

Our company is committed to building a team that represents the many dimensions of diversity. We know underrepresented groups have been systematically excluded from certain spaces, and we strongly encourage you to apply in honor of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute. We’re imperfect communicators, so think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match the job description.