Senior Billing Risk Analyst

Job Description:The Job/What You'll Do:We are seeking a Senior Billing Risk Analyst to strengthen billing controls, conduct audits and risk assessments, and drive continuous improvement across billing and revenue operations. The right candidate will be a proven self-starter with an owner/operator mentality, strong ownership and accountability, excellent oral and written communication skills, and a passion for operational excellence.The Senior Billing Risk Analyst is responsible for conducting audits, strengthening control frameworks, and performing risk assessments to help ensure the accuracy, completeness, and integrity of billing processes. This role collaborates closely with the Billing Implementation Manager, Billing Operations, and Product and Engineering teams to drive improvement projects, automate manual processes, and enhance operational efficiency. Additionally, the Senior Billing Risk Analyst will help ensure a strong control environment around fee accommodations and oversee offshore team progress and deliverables.We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Concord, CA, Phoenix, AZ, or Charlotte, NC.Responsibilities:Lead pre-billing audits to ensure the accuracy of billing inputs into the billing systemMonitor and resolve daily billing import errorsComplete quarterly audits to validate the accuracy and reasonableness of custodial partner billingMaintain data integrity and accuracy within billing systems and reportsOversee end-to-end controls to ensure the completeness and accuracy of billing activities, including fee discount implementation and billing system accuracyEnsure a strong control environment so that fee accommodations are evaluated consistently, properly approved, accurately reflected in billing systems, and monitored for financial, operational, and client impactOversee offshore team progress, monitor quality and completion of assigned work, escalate issues, and ensure offshore deliverables align with billing risk, audit, and control objectivesConduct ongoing risk assessments, identify key risks, and recommend appropriate control measuresMonitor the effectiveness of risk controls, assess performance, and implement improvements as neededFacilitate comprehensive reviews of client experience cases, identify root causes and trends, and provide actionable recommendations to Platform Revenue leadersPromote a strong risk-aware culture through consistent communication, training, and best practicesCollaborate with cross-functional teams to identify operational, financial, regulatory, and reputational risksKnowledge, Skills, and Abilities:Strong aptitude for rapidly understanding and mastering new technologies or systemsDeep knowledge of the TAMP industry, particularly platform-based or advisory fee/management fee structuresKnowledge of financial services regulatory requirements preferredAbility to articulate clear messages and concise instructions through oral and written communicationStrong prioritization and organizational skillsProven ability to build cross-functional relationships, especially with Sales, Legal, and Finance teamsAbility to manage multiple priorities and work with a high degree of independence and accountabilityAbility to assess and minimize risk to the organization while maintaining a strong control environmentOutstanding Customer Focus – seeing the “bigger” picture and the ability to always identify what is in the best interest of the client and the firmEducation & Experience:Bachelor’s degree or equivalent experience required5+ years’ financial services experience requiredPrior external or internal audit experienceCompensation: The Base Salary range for this position is between $90,000-$105,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.Who We Are & What We Offer:We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.Our MissionOur mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.Our ValuesHeart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.We believe in:Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.Our Culture & BenefitsOur culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.Flex Time or Paid Time Off and Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.