What are the responsibilities and job description for the Billing and Compensation Specialist position at Triad Partners?
Is working with people you want to do life with important to you? It is to us, too.
At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.
Who Are We?
Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.
We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.
At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.
What Does DBDL Look Like for You?
Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.
Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.
Let’s Build Something Extraordinary Together.
If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.
About The Role
When you step into the role as Billing & Compensation Specialist at Triad Wealth Partners, LLC (“Triad Wealth”), you will be responsible for owning the accuracy, integrity, and scalability of billing and advisor compensation processes.
This role combines technical expertise, risk management, and process leadership to ensure billing operations run efficiently and accurately while supporting a seamless advisor experience. You will play a key role in building controls, improving systems, and supporting strategic initiatives as the firm continues to grow.
Key Responsibilities
At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.
Who Are We?
Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.
We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.
At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.
What Does DBDL Look Like for You?
Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.
Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.
Let’s Build Something Extraordinary Together.
If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.
About The Role
When you step into the role as Billing & Compensation Specialist at Triad Wealth Partners, LLC (“Triad Wealth”), you will be responsible for owning the accuracy, integrity, and scalability of billing and advisor compensation processes.
This role combines technical expertise, risk management, and process leadership to ensure billing operations run efficiently and accurately while supporting a seamless advisor experience. You will play a key role in building controls, improving systems, and supporting strategic initiatives as the firm continues to grow.
Key Responsibilities
- Own end-to-end billing and advisor compensation processes, ensuring accuracy and timeliness
- Perform and oversee pre-billing audits, reconciliation processes, and post-billing validations
- Monitor and resolve billing exceptions, data discrepancies, and system errors
- Maintain data integrity across Orion and custodial systems
- Design, implement, and enhance billing controls to mitigate operational and financial risk
- Conduct ongoing risk assessments and recommend process improvements
- Partner with Finance, Compliance, and Operations to ensure alignment and accuracy
- Support complex billing scenarios including custom pricing, tiered fee structures, and one-off arrangements
- Drive automation and system enhancements to reduce manual processes and increase scalability
- Support M&A integrations, onboarding of new advisors, and billing transitions
- Analyze trends, identify root causes of issues, and implement long-term solutions
- Assist in training internal teams and advisors on billing and compensation processes
- Promote a strong culture of accountability, accuracy, and continuous improvement
- Bachelor’s degree preferred
- 3 years of experience in billing, compensation, or operations within financial services
- Strong understanding of advisory fee structures, billing cycles, and compensation models
- Experience with audit, controls, and risk management frameworks
- High attention to detail with strong analytical and problem-solving skills
- Ability to manage multiple priorities and work independently
- Strong communication skills and ability to collaborate cross-functionally
- Experience with Orion, Salesforce, and custodial platforms preferred
- Continuous improvement mindset with a focus on scalability and efficiency