Billing Analyst

Career Opportunities with Simplicity Group

Education. Value. Partnership.

Careers At Simplicity Group

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Simplicity Group Holdings

Why work at this company?

Anchored to the principles of Education, Value, and Partnership, Simplicity is transforming financial services and is seeking top talent to help grow the business.

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly‑owned Broker‑Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long‑term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast‑growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries.

Simplicity Group is owned by two of the leading San Francisco‑based financial and tech‑enabled services private equity firms and by its operating Partners, who help drive the company’s day‑to‑day business.

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Position: Wealth Billing Analyst

Reports to: CFO - Simplicity Securities

Department: Finance

Position Type: In-Office

Classification: Full-Time;
Exempt

• 475 Springfield Ave, Summit, NJ 07901
• 3600 American Boulevard W, Suite 700, Minneapolis, MN 55431

The candidate will be responsible for implementing the monthly account billing and advisor payment processes within a rapidly growing organization. She or he will work in a small team environment and will work directly with our financial advisors to manage and implement their client fee structures. Additionally, the candidate will have the opportunity to work directly with the CFO and the leadership team to continuously improve all billing/payment processes as the company scales.

Critical factors for success will include professionalism, a strong work ethic, effective communication skills, excellence in critical/structured thinking, consistent delivery of high-quality work products in a timely manner, and the ability to thrive in a dynamic and fast‑paced environment while maintaining an uncompromising attention to detail. Candidates with experience processing fees for client accounts using Orion or a similar system would be beneficial.

• Prepare all monthly client billing and advisor payout schedules and implement payment processes working closely with the Operations and Finance Departments (accounts payable)
• Maintain database of affiliated advisor’s billing schedules
• Collaborate with our Sales team and Advisor Onboarding group to implement fee and billing schedules for new advisors/advisor teams
• Address fee and billing inquiries directly with financial advisors
• Develop ad hoc billing/fee reports to assist leadership in managing revenue streams and business profitability
• Define and execute initiatives in coordination with our IT and Operations teams to improve our account billing and advisor payment processes as we scale our business

• Bachelor’s degree in finance, accounting, or related field
• 3-5 years’ experience in same/similar…