Advisory Billing Specialist

Overland Park, KS - USA

Monthly Salary: $ 65 - 80

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Advisory Billing Specialist

Location: Overland Park KS (Where the magic happens)

The Numbers: $65K $80K Base (Non-Exempt) Bonus Potential

The Big Picture

Our Client is a rapidly growing highly regarded RIA powerhouse located in the heart of Overland Park. They have built a national reputation by empowering independent financial advisors with superior services and unreasonably excellent a world of automated chatbots and offshore call centers our client wins by being a high-touch innovative partner that actually cares about the details.

The Mission

As the Advisory Billing Specialist you are the guardian of the firms revenue cycle. This isnt just data entry; its a high-impact role where accuracy meets advisor advocacy. You will own the monthly and quarterly billing cycles ensuring that every fee is analyzed adjusted and uploaded with surgical precision. Youll be the go-to resource for advisors helping them troubleshoot issues and providing the kind of service that builds lifelong professional relationships.

The Daily Grind (The Good Kind)

Billing Command: Own the end-to-end billing runs including custodian uploads (Schwab Fidelity Pershing) and fee analysis.
The Troubleshooter: Field inquiries from advisors regarding client billing. Youll investigate discrepancies and provide clear empathetic resolutions.
Custodial Coordination: Work directly with custodial firms to resolve account issues and ensure the pipes are flowing smoothly.
Process Evolution: Collaborate with the Advisory Billing Manager on special projects to enhance internal operations and data accuracy.

Your Toolkit

The Battle Scars: 4 years of investment operations experience with at least 2 years specifically in advisory billing.
Tech Power User: You are a pro in Microsoft Excel (pivot tables and formulas are your second language). Experience with Microsoft Access is a major plus.
The Platforms: Youve spent significant time inside Charles Schwab Fidelity or Pershing institutional platforms.
The Mentality: You possess a positive-only attitude and the ability to pivot when firm priorities shift. You enjoy the fast-paced nature of a growing firm.
The Credentials: A Bachelors degree and a Series 65 or 7 are preferred but your track record in RIA operations is what matters most.

The Payoff

Compensation Detail: A competitive base salary of $65K $80K (commensurate with experience) plus performance-based incentives.
Comprehensive Perks: A full-suite benefits package including premium Health plans a 401(k) match and a culture that actively invests in your professional development.
Impact: Work in an environment that values Collaborating Courageously and Evolving with Purpose.

Our Partnership Approach

Thank you for trusting Lupton Partners with your career transition. We take immense pride in our work but our focus is always on the outcomefor both the candidates we represent and the companies we serve.

If the first role we discuss isnt the perfect fit we wont force it. Our goal is to land you in the right place not just the next place. We also recognize that career changeseven the most exciting onescome with a side of stress. Thats normal. Were here to handle the heavy lifting and provide clarity at every step.

What to Expect

The Introduction Call: This is a high-level chemistry check. Well dive into your history map out your career goals and get real about compensation and advancement targets.
Active Searches: Well match your story to our clients needs. We keep compensation targets front-and-center so nobodys time is wasted.
Client Submissions: It is our promise that we do not present your name or credentials to clients without clear communication and your explicit permission. To keep the process clean please hold off on direct applications to our clients once weve engaged.
Interview Feedback: This is where we earn our keep. Call us as soon as you hit the parking lot. If you think you fumbled a question or found a better answer ten minutes too late lets talkwe can often help navigate the recovery.
Background Checks: Transparency wins here. If theres a potential red flag in your background drug screen or credit report tell us now. We can often manage the narrative if we know the facts but surprises usually end the process.
Offers: No surprises. Well walk through a verbal offer together before the formal letter arrives. Since we align on numbers in our first call this stage should be a green light celebration.

Questions Reach out anytime. Travis Lupton Office: Mobile:

Required Experience:

Advisory Billing SpecialistLocation: Overland Park KS (Where the magic happens)The Numbers: $65K $80K Base (Non-Exempt) Bonus PotentialThe Big PictureOur Client is a rapidly growing highly regarded RIA powerhouse located in the heart of Overland Park. They have built a national reputation by empow...