Senior Billing & Onboarding Analyst

Hightower Advisors; Chicago (IL); Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

Paid parental leave

Flexible PTO

Hybrid work - Fri remote

Gym in Chicago office

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors, a Chicago-based wealth management firm, seeks a Senior Billing Analyst to support onboarding and termination of advisory accounts and oversee fee billing processes. You will report to the Manager and collaborate with two analysts to implement controls and ensure accurate data and timely settlements.

Responsibilities include quarterly termination analyses, coordinating with advisor teams, processing terminations and refunds, running billing tests, maintaining audit trails, and

Qualifications

• Bachelor's degree required (Finance/Accounting/Business Administration or related field).
• 5+ years experience as a Billing Analyst or similar role.
• Financial services industry and RIA experience preferred.
• Proficiency in billing operations and related accounting systems.
• Strong attention to detail and accuracy in data reporting.
• Proficient in Microsoft Excel (pivot tables, VLOOKUP) and MS Word/Outlook.
• Excellent communication and collaboration skills.

Responsibilities

• Compile quarterly termination analyses and document final assessments.
• Collaborate with advisor teams to ensure agreement during termination processes.
• Process account terminations, ensuring accurate fee calculations and refunds.
• Perform billing test runs and onboarding analyses for advisory businesses.
• Respond to advisor inquiries and provide timely resolutions.
• Maintain integration and billing onboarding/termination records and audit trails.
• Support cross‑functional projects and ensure data integrity throughout.
• Foster a collaborative, accountable team environment and uphold regulatory controls.

Education

Bachelor's degree in Finance, Accounting, Business Administration, or related field

Tools

Envestnet Wealth Management

Black Diamond

Job description

Hightower Advisors, a Chicago-based wealth management firm, seeks a Senior Billing Analyst to support onboarding and termination of advisory accounts and oversee fee billing processes. You will report to the Manager and collaborate with two analysts to implement controls and ensure accurate data and timely settlements.

Responsibilities include quarterly termination analyses, coordinating with advisor teams, processing terminations and refunds, running billing tests, maintaining audit trails, and