AdvicePay offers a comprehensive fintech platform that automates billing, payment processing, and regulatory compliance for fee‑for‑service financial advisors. Its secure, cloud‑based solution integrates with broker‑dealer and RIA back‑office systems, enabling firms—from solo practitioners to large RIA networks—to streamline invoicing, collect payments, and maintain audit‑ready records. By combining real‑time payment tracking, customizable billing workflows, and built‑in compliance checks, AdvicePay reduces administrative overhead and supports rapid business scaling. The company’s focus on industry‑specific security standards and a partner‑centric ecosystem distinguishes it as a trusted partner for firms seeking to grow their fee‑based advisory services.
Open Positions
Sales Director
5+ years of B2B SaaS sales experience, with at least 2 years in a people management role, and a proven track record of scaling revenue and improving sales performance
People Operations Coordinator
Proactive and detail-oriented individual with 0-2 years of experience in administrative, office management, or entry-level HR/operations roles. Ability to manage calendars, coordinate logistics, and plan events across multiple time zones
Customer Support Manager
3+ years of experience leading customer support teams, experience building support functions, and strong analytical and communication skills
Senior Software Engineer
5+ years of experience as a full-stack software developer, in-depth experience with JavaScript/TypeScript, and strong backend experience in a modern C-style language