Orion Benefits Overview

The Senior Business Intelligence Analyst drives data-driven decisions by synthesizing insights, developing dashboards, collaborating with stakeholders, ensuring data integrity, and addressing analytical challenges within the organization.

As a Portfolio Manager, you will customize, transition, and manage tax-managed client portfolios, focusing on portfolio optimization and Direct Indexing while building relationships with clients and stakeholders.

The Client Operations Support Specialist provides client support via phone, chat, and case channels, helping with inquiries and troubleshooting issues. They ensure accurate documentation and strive for first-contact resolution while maintaining performance metrics.