Associate, Advisor Billing jobs in United States
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Elevation Point · 20 hours ago

Associate, Advisor Billing

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$70K/yr - $80K/yr
date1+ years exp

Elevation Point is a company focused on financial services, and they are seeking an Associate, Advisor Billing to support the processing of client advisory fees. This role involves collaborating with various departments to ensure billing accuracy and maintain data integrity.

FinanceFinancial ServicesWealth Management

Responsibilities

Conduct quarter-end client fee billing for investment advisory and asset management arrangements across multiple custodians
Process ad hoc and intra-quarter billing for accounts entering or leaving the platform
Support fee calculation validation, data uploads, and reconciliation activities to ensure billing accuracy
Research and resolve billing exceptions, rejections, or discrepancies in collaboration with custodians and internal Operations and Client Service teams
Assist with advisory fee testing and documentation in partnership with the Compliance team
Maintain accurate billing records and supporting documentation
Assist in preparing monthly and quarterly billing summaries, variance analyses, and internal reports
Support audits, reconciliations, and ad hoc reporting requests related to advisory fees
Coordinate information for internal stakeholders and external partners as needed

Qualification

Billing operationsFinancial operationsAdvisory fee structuresData managementEffective communicationOrganizational skillsAttention to detail

Required

Bachelor's degree in finance, Accounting, Business Administration, or related field
1–3 years of experience in billing, financial operations, or back-office functions, preferably within an RIA, broker-dealer, or financial services firm
Familiarity with advisory fee structures, custodians, and investment account billing processes
Strong attention to detail, organizational skills, and ability to manage deadlines
Effective communication and collaboration skills

Company

Elevation Point

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Elevation Point stands out with personalized support and dynamic OCIO solutions for independent advisors.
dateFounded in 2024
location
Minneapolis, Minnesota, USA
people-size51-200 employees
web-link
https://elevationpoint.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Emigrant Partners
2025-05-06Private Equity
2025-05-06Debt Financing

Recent News

Pulse 2.0
Harbor View Private Wealth Goes Independent With Minority Investment From Elevation Point
2026-01-19
Investment News
RIA moves: Creative Planning goes international with Baseline Wealth Management
2026-01-15
PR Newswire
$1.3B Breakaway Harbor View Private Wealth Embarks on Path to Independence via Partnership with Elevation Point
2026-01-14
Company data provided by crunchbase