Vice President Of Billing

Job Description

The Vice President of Billing is responsible for the strategic direction, performance, and long‑term transformation of Asset Mark’s billing organization. This leader oversees all aspects of the firm’s billing operations, including pricing and fee governance, billing execution, revenue accuracy, advisor compensation, operational controls, and the systems that support these functions.

As the leader accountable for end‑to‑end billing outcomes, the VP sets the vision for scalable, technology‑enabled processes, establishes operational standards, drives innovation, and ensures that the billing function supports Asset Mark’s strategic priorities and growth. This role has firm‑wide impact and requires a combination of industry expertise, operational excellence, executive leadership, and the ability to navigate complexity at scale.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office locations in either Charlotte, NC or Concord, CA.

Strategic Leadership

• Establish long‑term vision and strategy for the billing function aligned with firm goals and growth strategy.
• Drive enterprise‑level data governance and quality standards for billing, revenue, and payment data, ensuring accuracy, transparency, and trust across all internal and external stakeholders.
• Execute the multi‑year billing systems and process roadmap in partnership with Wealth Solution, Prod Eng, and Finance.
• Partner with the COO and CPTO to craft compelling performance and scalability narratives across the business.

Operational Ownership

• Lead enterprise advisory billing execution on Redi2 (or comparable advisory billing platforms), including tiered fee schedules, house holding logic, break point calculations, and advisor compensation workflows.
• Provide leadership across pricing governance, fee structures, reconciliations, reporting, and advisor payments.
• Ensure fiduciary‑grade billing controls, auditability, and compliance with SEC/FINRA requirements, SOC 1/SOX standards, and custodial policies.
• Lead the development of scalable, automated processes that support growth, reduce operational risk, and improve performance.
• Foster a culture of process excellence, innovation and data-driven decision making within the billing operations process.

• Define, manage, and report on key performance metrics such as SLA adherence, advisor satisfaction, and team engagement.
• Ensure strict discipline in cases and queue management across the function.
• Use data and analytics to evaluate trends, identify risks, and implement continuous improvement initiatives.

• Serve as a senior strategic partner to Finance, Wealth Solution, Prod Eng, Legal, Compliance, Trading, Reporting, and Advisor Services.
• Oversee key vendor and custodian relationships (Redi2, Fidelity, Schwab, Pershing) including senior‑level interactions, escalations, and quarterly business reviews.
• Represent the billing function in enterprise‑level forums and external discussions.

• Oversee a diverse leadership structure including a Director, Managers, Leads, and Staff; develop leaders of leaders and build succession depth.
• Foster a culture of accountability, continuous improvement, inclusion, and engagement; set clear goals, coach for performance, and recognize outcomes.
• Plan workforce capacity to support growth and peak cycles; align structure, roles, and career paths to scale efficiently.

• Lead transformational initiatives including system migrations and process modernization.
• Ensure successful adoption of new tools, technologies, and processes with minimal disruption.
• Act as a culture carrier who inspires clarity, accountability, and confidence during periods of change.

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or related field.
• 12–15+ years in billing, revenue operations, or financial operations within financial services or other regulated industries.
• 6–10+ years of progressive leadership, including leading senior managers and multi‑functional teams.
• Deep…