Careers

Position Overview

We are looking for a hands-on, operationally minded Platform Specialist to join our consulting team supporting one of the largest RIA aggregator clients in the country. This is a practitioner role—built for someone who wants to get into the work, not just observe it. You will be trained on the end-to- end advisor billing process and quickly become a productive contributor, handling real billing volume from day one and building toward full ownership of client billing relationships. The right candidate is detail-oriented, operationally driven, and motivated by the satisfaction of getting billing right—accurately, on time, and at scale. This role offers a clear and deliberate growth path: from learning the fundamentals of billing setup
and execution, to running billing cycles independently, to owning a portfolio of advisor relationships end to end.

Key Responsibilities

Billing Schedule Setup & Configuration

• Learn how to build and configure billing schedules within the platform, including fee structure selection (AUM, flat, tiered, blended), billing frequency, and proration rules.
• Associate billing schedules with the correct client accounts and advisor households, ensuring accurate mapping across custodians and account types.
• Work through real billing setups under the guidance of senior team members, progressing to independently configuring schedules for new and existing advisor relationships.
• Validate that billing parameters are accurately reflected in the system prior to any billing cycle run, catching configuration errors before they impact clients.

Billing Cycle Execution & Extracts

• Assist in running billing extracts at the close of each billing period, following established procedures t0 pull fee data accurately and completely.
• Learn to stage, review, and submit billing runs, understanding how extract outputs feed downstream processes including custodial fee sweeps and client reporting.
• Develop comfort working with billing extract files—reviewing outputs in Excel or platform- native tools to verify data integrity before processing.
• Progress toward independently managing billing cycle execution for assigned advisor relationships with minimal oversight.

Audit & Accuracy Review

• Perform systematic audits of billing outputs, comparing scheduled fees against actual charges to identify discrepancies, missing accounts, or incorrect calculations.
• Investigate and resolve billing exceptions, working cross-functionally with platform, operations, and advisor teams to correct errors promptly.
• Track and document audit findings, contributing to ongoing quality control efforts and helping the team identify systemic issues requiring upstream fixes.
• Develop a strong eye for what ‘correct’ looks like across different billing models, building the pattern recognition needed to catch issues quickly at volume.

Process Documentation & Knowledge Building

• Document billing workflows, configuration steps, and audit procedures as you learn them, creating reference materials that support team consistency and onboarding.
• Contribute to a living knowledge base of billing scenarios, exception types, and resolution approaches encountered across the client engagement.
• Participate in process improvement discussions, bringing observations from daily billing work to help refine procedures and reduce manual effort over time.

Client & Advisor Relationship Support

• Support communication with advisor offices on billing questions, schedule changes, and billing cycle status—building familiarity with their setups and preferences.
• Work toward becoming a dependable point of contact for a defined set of advisor relationships, owning their billing accuracy and cycle delivery end to end.
• Collaborate with senior consultants on escalations, advisor onboarding, and fee restructuring requests, gaining exposure to the full breadth of the client engagement.

Growth Path

This role is structured around a clear progression:

• Months 1–3: Immersive learning—shadow billing cycles, assist with schedule setup, and begin running audits with oversight.
• Months 3–6: Active contributor—independently handling billing setups, running extracts, and owning audit workflows for a subset of advisor relationships.
• Months 6–12: Relationship owner—serving as the primary billing point of contact for a defined set of advisors, managing their full billing lifecycle with accountability for accuracy and timeliness.
• 12+ months: Expanded scope—potential to grow into senior specialist, billing team lead, or broader client relationship ownership depending on performance and interest.

Qualifications

Required

• 2–5 years of experience in financial services operations, wealth management, fintech, or a related field.
• Working knowledge of advisory fee structures and billing concepts (AUM-based, flat, tiered, or similar).
• Strong attention to detail with a track record of catching errors and maintaining accuracy in data-heavy work.
• Proficiency in Excel or Google Sheets; comfortable reviewing and manipulating tabular data to audit outputs.
• Organized, self-directed, and able to manage recurring operational workflows alongside ad hoc requests.
• Clear communicator—able to work effectively with advisor offices, internal teams, and senior consultants.

Preferred

• Prior experience with RIA billing or portfolio management platforms (e.g., Orion, Tamarac, Addepar, Black Diamond, or similar).
• Familiarity with custodial fee sweep processes or advisor-to-client fee billing at a broker- dealer or RIA.
• Exposure to billing reconciliation, fee auditing, or operational quality control workflows.
• Bachelor’s degree in Finance, Business, Economics, or a related field.

What We Offer

• Competitive compensation
• 401(k) Match: Company-supported retirement benefits that help you invest in your future while building your career with us.
• Flexible Work Environment: A flexible environment built around trust, accountability, and giving experienced professionals the autonomy to do their best work.
• Health & Wellness: Comprehensive benefits designed to support you and your family beyond the workday.
• Paid Time Off: Take meaningful time away to recharge, with a team culture that values great work without losing sight of life outside of it.
• Hands-on training across the leading wealth management platforms.
• Mentorship from experienced Platform Consultants and Senior Platform Consultants.
• Get real, hands-on billing experience with one of the largest and most complex RIA aggregator engagements in the market.
• Join a team that values contributors who take ownership—your work will have direct, visible impact on advisor and client outcomes.
• A structured growth path with the expectation—and support—to advance into relationship ownership and leadership.
• Build a specialized skill set in RIA billing operations that is increasingly valued across the wealth
  management industry.

Position Overview

Ellevate is looking for a Platform Specialist to support our Platform Consultants and Senior Platform Consultants in delivering implementation, conversion, and optimization projects for our clients. This is a hands-on, tactical role focused on executing the project tasks that keep engagements moving. That frees our consultants to focus on client relationships, project planning, and communicating progress and risks. This role is designed as a learning and growth position. You’ll build a strong foundation in the wealth management industry, get to know our client base, and develop working knowledge of the major platforms RIAs rely on. It’s a strong fit for someone early in their career who is curious, detail-oriented, and eager to grow into a consulting role over time.

Key Responsibilities

Project Task Execution

• Complete assigned project tasks across client engagements, such as data entry, account and household setup, report building, billing setup, and data validation.
• Work from project plans and task lists to meet deadlines set by Platform Consultants and Senior Platform Consultants.
• Flag issues, questions, or delays early so the consulting team can keep plans and client communications up to date.

Data Support & Quality Control

• Assist with data mapping, reconciliation, and cleanup during implementations and conversions.
• Review work for accuracy and completeness before handing it back to the consulting team.

Project Coordination Support

• Help maintain project trackers, task statuses, and documentation so consultants always have an accurate view of progress.
• Take notes in internal and client meetings as needed and follow up on assigned action items.

Learning & Development

• Build working knowledge of Addepar, Orion, Black Diamond, and Tamarac through hands-on project work and internal training.
• Develop an understanding of RIA operations, including portfolio accounting, performance reporting, custodial data, and billing.
• Learn Ellevate’s implementation methodologies, SOPs, and client service standards.

Qualifications

Required

• Bachelor’s degree or equivalent work experience.
• 1–3 years of professional experience, ideally in financial services, operations, or a technology-related role.
• Strong attention to detail and a commitment to accurate, high-quality work.
• Solid organizational skills and the ability to manage multiple tasks and deadlines.
• Clear written and verbal communication skills, with the confidence to ask questions and raise issues.
• Proficiency in Excel and comfort learning new software systems.
• A curious, coachable mindset and a genuine interest in growing within the wealth management technology space.

Preferred

• Exposure to wealth management, RIA operations, or financial services.
• Familiarity with any wealth management platform (Addepar, Orion, Black Diamond, Tamarac) or portfolio accounting systems.
• Experience with project management tools (e.g., Asana, Smartsheet, Monday.com, or similar).
• Internship or early-career experience in a client service or consulting environment.

What Success Looks Like

In this role, success means project tasks are completed accurately and on time, and consultants can count on you to handle execution so they can stay focused on clients. Over time, you’ll build the platform knowledge and industry understanding to take on more complex work and grow toward a Platform Consultant role.

What We Offer

• Competitive compensation
• 401(k) Match: Company-supported retirement benefits that help you invest in your future while building
  your career with us.
• Flexible Work Environment: A flexible environment built around trust, accountability, and giving
  experienced professionals the autonomy to do their best work.
• Health & Wellness: Comprehensive benefits designed to support you and your family beyond the workday.
• Paid Time Off: Take meaningful time away to recharge, with a team culture that values great work without losing sight of life outside of it.
• Hands-on training across the leading wealth management platforms.
• Mentorship from experienced Platform Consultants and Senior Platform Consultants.
• A clear path for growth and advancement within the Platform Consultants team.