Billing Analyst

Position Title:   Billing Analyst                                          

Reports to:       CFO – Simplicity Securities

Department:     Securities

Location:           475 Sprinfield Ave, Summit, NJ 07901; in-office position

Classification:   Full-time; Exempt

Summary / Job Objective:  Simplicity Securities is seeking a highly motivated candidate for a fee billing and payment processing role that will support our independent financial advisors.  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.   The ideal candidate should be a highly motivated, self-driven, service-oriented team player capable of working independently and collaborating effectively in a team environment.

Essential Job Functions:  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.

Primary Responsibilities:

·       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

Qualifications:

·       Bachelor’s degree in finance, accounting, or related field strongly preferred

·       3-5 years’ experience in same/similar role(s)

·       Strong proficiency in Microsoft Excel and data analysis/querying

·       Experience with Orion billing system (or a comparable advisor billing system) preferred

Core Competencies:

·       Analytical skills and structured thinking

·       Highly service-oriented

·       Successful working within a team environment and independently

·       Strong communication skills (writing and presenting)

Core Competencies (Continued):

·       Ability to organize and execute on a variety of tasks/deliverables

·       Ability to deliver high-quality work products consistently and in a timely manner

Compensation & Benefits:

Compensation (based on experience)

• Annual base salary: $75,000 - $90,000, exempt
• Annual performance bonus target: 10%

Benefits:

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking

Location:  475 Summit Avenue, Summit, NJ 07901

*This role is an in-office position, Mon-Fri

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.

For more information, please visit simplicitygroup.com.