Orion Benefits Overview

Lead and develop a client support team to meet service standards and operational goals. Own day-to-day team performance, coaching, scheduling, escalation management, and service metrics. Partner with Workforce Management, Team and Technical Leads to ensure staffing alignment, case oversight in Salesforce, and continuous improvement of workflows and client experience.

Lead competitive research, market and pricing analysis, and financial modeling to build business cases and prioritize product roadmap and pricing. Prepare executive-ready materials and partner cross-functionally to inform wealth product strategy and drive advisor value.

Lead wealth product strategy and roadmap, perform market and competitive research, build financial business cases and pricing, drive product positioning and go-to-market, and partner cross-functionally to translate strategy into launches and governance that grow advisor adoption and revenue.