RIA Billing Specialist

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.

Position Summary

We are seeking a detail-oriented and motivated Registered Investment Advisor (RIA) Billing and Operations Specialist to join our dynamic team. The ideal candidate will play a pivotal role in managing billing processes, supporting the day-to-day operations of the firm 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 RIA Operations.

Key Responsibilities

• Manage the billing process for investment advisory services, including preparing fees, submitting them to be processed, and making sure they are completed accurately.

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

• Collaborate with advisors and support teams to resolve billing inquiries and discrepancies.

• Prepare billing reports for the finance team. Analyze reports to identify trends and areas for operational improvement.

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

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

• Perform trading functions to support the implementation of investment strategies.

• Perform data quality functions and oversee overall data hygiene within Orion, Salesforce, and other platforms used by the firm.

• Perform operational tasks to support onboarding clients and daily client maintenance including opening accounts, processing account maintenance requests, asset movements, and client service support.

Qualifications

• 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 with an RIA firm.

• Understanding of RIA operations, regulatory requirements, and investment products.

• Proficiency in advisor billing software and CRM, particularly Orion and Salesforce.

• 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.

• An attractive total compensation package

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

• 401k + 5% match