Billing Specialist

XYPN is the only turnkey advice and planning platform that makes it possible for fee‑only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back‑office and client support services.

This is an opportunity to join a company on a mission to help others—and you—live your best lives.

The Billing Specialist plays a key role in executing and supporting the firm’s billing operations. This position oversees the full billing cycle from maintaining client billing setups to supporting payment processing and invoicing while also serving as a key resource for advisors and internal teams. This role works cross‑functionally and contributes to improving billing workflows and maintaining accurate process documentation.

This is a detail‑driven operational role that requires strong judgment, consistency, and comfort working with sensitive financial data. Success in this role means billing runs are timely, accurate, well‑documented, and well‑understood by advisors and internal partners.

• Update and maintain accurate client billing profiles and fee schedules in portfolio accounting system
• Generate monthly and quarterly billing and performance reports
• Process fee deductions from client accounts
• Handle client invoicing through the Advice Pay platform
• Track payments for households billed outside custodial deduction
• Investigate and resolve fee rejections and billing discrepancies
• Administer the issuance of fee refunds in accordance with firm policies
• Follow up on overdue payments and assist with collection activities
• Update billing specifications per advisor requests while ensuring adherence to client agreement and compliance requirements
• Coordinate with Trading Team to raise funds for fees and inform them of any newly activated advisors for billing
• Work with outside custodians when billing processes are managed externally
• Work with Finance to process and reconcile advisor payout data in Net Suite, and run
• Partner cross‑functionally with Compliance, Finance, Client Service, Trading, and Onboarding teams
• Respond to advisor billing inquiries with clarity and professionalism

• Conduct billing training sessions for new advisors as needed
• Support advisors during onboarding by setting up billing for transitioning client accounts
• Advise the onboarding and compliance teams on feasible billing structures for integration into our billing systems

• Identify opportunities to streamline billing procedures and improve accuracy
• Maintain and update accurate billing process documentation to support consistency and scalability

• Outstanding receivables aging and resolution time
• Accuracy and timeliness of billing runs and advisor payouts

Start Date: Immediately

Status: Full‑time (40‑45 hours per week with flexible schedule)

Team: XYPN Invest

Reports To: Operations Manager

Direct reports: None

Travel: Up to 10% travel (e.g., 2‑3 weeks/year) required for team retreats and other company events

• 1+ years of experience in a client service or operational role (preferably in financial services or RIA support)
• Legally authorized to live and work in the United States without present or future need for sponsorship.
• Exceptional organizational skills and attention to detail
• An excellent juggler, you have the ability to prioritize and coordinate multiple work‑streams
• Strong written and verbal communication skills
• Solutions‑oriented mindset with a proactive approach to problem‑solving
• Familiarity with platforms like Orion, Schwab, Help Scout, Box, and Guru (or demonstrated ability to learn quickly)
• Your collaborative mindset and approachable demeanor, with a desire to help support others makes you the ultimate team player
• A lover of efficiency, you have a commitment to continuous improvement and operational excellence
• Comfort working with sensitive financial data and applying rules consistently
• Legally authorized to live and work in the United States without present or future need for…