RIA Billing Specialist

About Earned Wealth

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

We are seeking a detail-oriented and motivated Registered Investment Advisor Operations Billing Specialist to join our dynamic team. The ideal candidate will play a pivotal role in managing billing processes, ensuring accuracy and compliance with regulatory requirements, and providing exceptional service to our clients. This position requires strong analytical skills, attention to detail, and the ability to work collaboratively in a fast-paced environment. This role will report to the Director of Operations. 

Key Responsibilities:

• Manage billing processes for investment advisory services, ensuring accuracy and timeliness

• Maintain and update billing systems, ensuring all client information is current and compliant with regulatory standards

• Collaborate with Advisors, Customer Service, and clients to resolve billing inquiries and discrepancies

• Prepare and analyze billing reports to identify trends and areas for improvement

• Assist in the development and implementation of billing policies and procedures

• Ensure compliance with all relevant regulations and company policies regarding billing practices

• Provide training and support to team members on billing processes and systems

• Participate in special projects and initiatives as required to improve operational efficiency.

Key Requirements:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field preferred

• 2+ years of experience in billing, operations, or client service within the financial services industry, preferably in registered investment advisor firm 

• Understanding of investment products, services, and regulatory requirements

• Proficiency in advisor billing software, particularly Orion and AdvicePay

• Excellent analytical and problem-solving skills with a keen attention to detail

• Strong communication and interpersonal skills, with the ability to work effectively with clients and team members

• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Benefits

• An attractive total compensation package

• Employer-sponsored health insurance (medical, dental, vision)

• 401k + 5% match