A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.
We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Your ambition has a home here.
About Us:
HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
About HUB Retirement & Private Wealth (RPW):
We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
We are the perfect fit if you:
Are detail-oriented and take pride in accuracy — you understand that billing errors have real client and revenue consequences
Are comfortable working with data in Excel and eager to learn billing platforms like Orion
Communicate clearly and professionally, whether responding to an advisor question or flagging a discrepancy to your manager
Are a self-starter who follows a process carefully and asks the right questions when something doesn't look right
Are excited to contribute to a team in active growth — centralization projects, new platform implementations, and process builds are part of the job
Are early in your career and looking for a role where you can build a strong foundation in financial services billing and operations
Job Purpose:
The Billing Specialist, Wealth supports the accurate and timely processing of advisory fee billing across HUB's wealth management client base. Working within the Orion platform and coordinating with custodians including Charles Schwab, Fidelity, and TIAA-CREF, this individual will assist with the full billing cycle for wealth advisory fees — including invoice creation and distribution, fee reviews against client contracts, reconciliation, and reporting. This role will also support active centralization and platform modernization efforts as HUB scales its billing operations. This is an entry-level role well-suited for a detail-oriented candidate looking to build a career in financial services operations.
Key Responsibilities:
Invoice Creation & Distribution
Prepare and distribute advisory fee invoices to wealth management clients on a monthly and quarterly basis
Calculate fees based on established fee schedules, current AUM data, and contractual billing arrangements
Ensure invoices are accurate, complete, and issued within billing cycle deadlines
Maintain organized records of issued invoices and client billing history
Fee Reviews & Contract Compliance
Conduct periodic fee reviews to verify that billed amounts align with executed client contracts and fee schedules
Identify and flag discrepancies between contracted rates and amounts billed, escalating for resolution as appropriate
Support the maintenance of fee schedule documentation and ensure records reflect current contractual terms
Assist in auditing billing configurations in Orion against client agreements on a recurring basis
Orion Billing Operations
Assist with quarterly and monthly advisory fee billing runs in Orion across wealth…