Senior Billing & Revenue Associate

Position Summary

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. Candidates living within commuting distance of a Cerity Partners office will have the opportunity to work on-site, building relationships, collaborating directly with colleagues, and benefiting from in-person mentorship.

This role offers remote work potential for candidates who do not live within a commutable distance of an office. In this role, you'll prepare, execute, and manage critical client billing functions in a collaborative, fast-paced environment where your work directly supports the accuracy and integrity of our client relationships.

The ideal candidate brings impeccable attention to detail, strong communication skills, and proven analytical and financial experience to a high-visibility function within the firm. We value every team member's contribution and believe success requires cross-functional collaboration and a willingness to take ownership at all levels.

Primary Responsibilities

• Ensure accurate client setup in the firm's portfolio accounting systems
• Manage and execute accurate, timely quarterly billing runs, including facilitating billing processes across major custodians
• Resolve billing issues and handle ad hoc billing requests with sound judgment
• Prepare and distribute client billing with precision
• Partner with Accounts Receivable to ensure accuracy across all billing and payments
• Collaborate across Billing, Finance, and Operations teams to drive meaningful process improvements Required Credentials: Bachelor's degree in Finance, Accounting, or a related business field 2-4 years of relevant experience preferred, with experience in wealth management, RIA, financial services, investment operations, billing, accounts receivable, portfolio accounting, reconciliation, or a related finance or operations environment
• Previous operations or finance experience, including billing, account opening, or reconciliation
• Strong proficiency with Microsoft Excel Experience working with portfolio accounting systems such as Orion or Addepar Highly detail-oriented with the ability to multitask in a fast-paced environment A self-starter who identifies with Cerity Partners' mission and embodies our core values Compensation Range: $80,000 - $110,000 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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding service is about people and relationships. Our people are the nucleus of Cerity Partners. You bring unique expertise, commitment, and knowledge to the firm. By working together, we achieve our mission to positively impact the financial well-being of our clients, colleagues, and communities. Our services span wealth management, tax, trust, and family office, as well as workplace solutions, retirement plan consulting, corporate venture capital, institutional consulting, and outsourced investment office (OCIO) solutions. That breadth means career paths across many disciplines. Our people drive our success by working together to deliver exceptional service to our clients. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial firms. We serve high-net-worth individuals and their families, businesses and their employees, and institutions and nonprofit organizations from our offices across the country. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach. 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 colleagues across every discipline who can keep pace with us. We manage over $190 billion in assets for our clients, and 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. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: finding diverse solutions to suit diverse financial needs.