Billing Associate

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!

Preferred locations for this job include: Detroit, MI // Lawrence, Kansas (including Topeka and Kansas City) // Tucson, Arizona / Phoenix, Arizona // Minneapolis, Minnesota // Des Moines, Iowa // Atlanta, Georgia (northern metropolitan area)

THE JOB

We’re a small but mighty team powering the billing engine behind a growing number of financial advisors and wealth management firms. Our work is inherently detail-oriented and deadline-driven, yet we maintain an upbeat, collaborative, and supportive environment. We’re seeking a self-motivated, high-energy Billing Associate to join us. This individual will be instrumental in 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. You'll need to be an adaptable and proactive individual, eager to dive into complex tasks, ask insightful questions, and contribute innovative solutions in a dynamic, fast-paced setting.

What You’ll Get To Do

• Conduct ongoing data integrity checks and reconcile billing data to ensure absolute accuracy across platforms.
• Assist in the full lifecycle of billing setup and maintenance, including new client onboarding and offboarding configurations within Orion.
• Generate, audit, and validate monthly and quarterly customized billing reports and client invoices, ensuring adherence to advisory agreements.
• Communicate proactively and professionally with financial advisors and wealth management firm contacts to clarify billing questions, resolve discrepancies, and provide exceptional billing support.
• Oversee and audit calculations from third-party billing software, identifying and correcting anomalies promptly.
• Monitor software platforms daily to catch and resolve data inconsistencies or operational issues early.
• Collaborate closely with internal finance, operations, and wealth management teams to manage shared tasks, troubleshoot complex billing scenarios, and streamline workflows.
• Contribute to the creation and maintenance of internal billing procedures and documentation.
• Effectively manage a diverse range of tasks and concurrent deadlines while staying organized and maintaining robust internal communication.

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.
• A proactive and entrepreneurial mindset, identifying opportunities for process improvements and taking initiative to implement solutions.
• Resourcefulness and a strong problem-solving orientation when faced with new challenges or ambiguous situations.
• Exceptional communication skills, capable of translating complex billing information clearly to both technical and non-technical stakeholders.

What You Have

• Direct experience working with Orion billing platforms (e.g., setting up fees, running reports, managing client accounts).
• Proven experience working with RIA or TAMP billing operations, understanding fee structures and client billing cycles.
• Proficiency in Excel and/or Google Sheets (advanced formulas, pivot tables, data manipulation).
• 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.

Nice to have

• Understanding of financial advisory business models and industry regulations.
• Prior work with other performance reporting tools such as Addepar, Black Diamond, or similar.

WHAT WE VALUE @ SIGNAL

These are the values that drive how we operate and make decisions.

We’re obsessed with finding a better way . Never settle for less.

We amaze every client, every time . A great company is built one client at a time.

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.

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% 401k company contribution with no vesting period
• Paid parental leave for all parents
• Learning & Development stipend
• Wellness Programs
• Flexible vacation policy
• Dedicated sick days
• 10 company-wide holidays
• $500 for your home office setup
• Flexible, hybrid working environment
• Annual all-company retreat
• Competitive equity package based on on role and level

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. 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 every requirement on the job description.