Hybrid Fee Billing & Advisor Compensation Manager

Signature Estate & Investment Advisors, LLC; United States; Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical benefits

401(k) with generous match

Paid Time Off

Holiday Pay

Professional growth opportunities

Job summary

Signature Estate & Investment Advisors, LLC is seeking a Fee Billing & Advisor Compensation Manager to oversee advisory fee billing, advisor compensation, and related expense tracking. The role collaborates with Finance, Operations, Technology, Payroll, and advisor teams to ensure accurate, timely, and auditable processes across the billing and compensation lifecycle.

The position requires hands-on leadership, strong data integrity, and the ability to optimize controls and scalable processes in

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• 5–8+ years of experience in advisory fee billing or advisor compensation or related functions.
• Experience with portfolio accounting, CRM, or commission processing systems.

Responsibilities

• Own monthly and quarterly advisory fee billing cycles, ensuring accurate calculations and timely processing.
• Oversee client fee schedules, tiered AUM arrangements, negotiated rates, and other billing structures.
• Validate billing inputs, review exceptions, and coordinate with custodians and internal teams for accurate debits.
• Lead advisor compensation calculations, payout grids, and revenue-sharing arrangements.
• Prepare and review compensation statements, reconciliations, and supporting schedules.
• Coordinate with Finance and Payroll to ensure accurate payment processing and accounting support.

Skills

Advanced Excel

Analytical skills

Problem solving

Communication

Attention to detail

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Envestnet Tamarac

Salesforce

Job description

Signature Estate & Investment Advisors, LLC is seeking a Fee Billing & Advisor Compensation Manager to oversee advisory fee billing, advisor compensation, and related expense tracking. The role collaborates with Finance, Operations, Technology, Payroll, and advisor teams to ensure accurate, timely, and auditable processes across the billing and compensation lifecycle.

The position requires hands-on leadership, strong data integrity, and the ability to optimize controls and scalable processes in