Advisory Billing Manager

Position Overview:

We are seeking a detail-oriented and experienced Advisory Billing Manager to oversee all aspects of our advisory billing operations across multiple custodians and platforms. This critical role will play a key part in driving operational efficiency, minimizing risk, enhancing the advisor experience, and enabling scalable growth.

The ideal candidate will take full ownership of the advisory billing lifecycle and lead the implementation and optimization of a dedicated billing platform.

Founded in 2003, IFG provides an array of business solutions supporting more than 482 independent financial professionals across 372 offices nationwide. IFG was named among the “Fastest Growing Private Companies in the US” by Inc. 5000 in 2020, for the eighth time since 2010. San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022. IFG was ranked 19th Independent Broker-Dealer based off revenue in 2023 by Financial Planning Magazine. In 2024, IFG was ranked 16th largest among national independent broker-dealers by Financial Advisor Magazine, based on revenue.

Job Duties:

• Billing Operations Management:
  • Oversee all advisory billing processes, including annuity billing and financial planning fee invoicing
  • Manage monthly and quarterly billing cycles, including file reviews and timely processing
  • Track, audit, and reconcile billing to ensure accuracy, completeness, and adherence to internal standards

• Advisor Support:
  • Serve as the primary point of contact for advisor billing inquiries and escalations
  • Provide timely issue resolution and maintain clear, detailed documentation to support transparency and communication
• Technology & Implementation:
  • Lead the implementation, optimization, and adoption of a dedicated billing platform
  • Maintain and enhance system integrations and workflows to improve automation, data accuracy, and reporting capabilities
• Collaboration & Compliance:
  • Partner with Compliance and Operations to ensure all billing practices, fee disclosures, and recordkeeping meet regulatory requirements

• • Develop and document scalable procedures to support billing across multiple custodians, business lines, and platforms

Education and Experience

• • 5–7 years of experience in advisory operations, billing, or investment account administration
  • Experience with advisory billing processes, including asset-based, flat fee, and planning fee structures
  • Prior experience implementing billing software (preferred)
  • Experience working in an independent broker-dealer or RIA environment (preferred)

Desired Skills

• Strong knowledge of custodians such as Schwab and Pershing
• Familiarity with platforms like Envestnet, BillFin, or similar
• Knowledge of regulatory billing requirements and fee disclosure standards (preferred)
• Strong communication skills, both written and verbal

Key Attributes

• Detail-oriented with excellent organizational and troubleshooting skills
• Proven ability to manage complex workflows involving multiple stakeholders
• Service-oriented mindset with a collaborative approach

Compensation

▪ IFG offers a competitive benefits package including free on-site fitness center, company-paid medical insurance, 401(k) matching, and market-level compensation, based on experience.