Jobs at Orion

Manage day-to-day HR operations across benefits, leave, accommodations, compliance, and payroll partnerships. Lead and coach a small team, own complex leave and accommodation cases, run open enrollment, maintain plan documents and regulatory filings, partner with brokers/carriers, analyze utilization and operational data, and drive process improvements to ensure compliant, timely, and employee-centered service.

The Platform Support Associate provides frontline support for client inquiries via phone and chat, focuses on guiding clients through workflows, troubleshooting issues, and maintaining documentation and service metrics.

The Customer Experience Representative provides frontline support for client inquiries via phone, chat, and case channels, ensuring effective documentation and troubleshooting basic workflows. They guide clients and maintain high service levels across various metrics.

The Technical Support Representative provides frontline support, resolving client inquiries through phone, chat, and case channels, and ensuring documentation and follow-through on cases.

Lead privacy and AI governance efforts across the organization: develop privacy policies, manage incident response and Data Subject Rights Requests, perform privacy and DPIA reviews for AI/ML use cases, coordinate vendor and legal teams, monitor regulatory developments, and advise on data minimization, transparency, and profiling risks.

Lead design, development, and maintenance of scalable enterprise software while integrating AI-assisted workflows. Mentor engineers, ensure code quality and security, build test automation, operate full software lifecycle, evaluate and introduce AI tools, and collaborate with stakeholders to deliver high-impact product features.

Lead multiple client onboarding projects, customize onboarding approaches, coordinate cross-functional teams, manage risks and stakeholder expectations, track progress with onboarding tools, mentor junior team members, and recommend process improvements.

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 business unit strategy for Orion Wealth Management, defining product, platform, pricing, and advisor experience roadmaps. Drive strategic planning, competitive intelligence, financial modeling, and cross-functional alignment. Build and scale the Wealth Strategy team and translate strategy into executive recommendations, business cases, and measurable operating plans.

Provide day-to-day support and onboarding for Summit (Orion) clients, diagnose and resolve access/reporting/portal issues, escalate complex problems, create training materials, manage onboarding projects, and relay customer feedback for product improvements.

Provide daily technical support and onboarding for Summit clients on the Orion ecosystem; diagnose and resolve access, reporting, and portal issues; collaborate with product and onboarding teams; prepare training materials; escalate complex problems; collect customer feedback and recommend enhancements.

Provide daily technical and onboarding support for Summit/Orion clients: diagnose and resolve access, reporting, portal and custom experience issues; escalate complex problems; prepare training materials; assist onboarding project management; gather feedback and suggest product improvements.

Manage the full product lifecycle for assigned wealth management solutions, partnering with investment, ops, technology, legal, and marketing to launch and enhance advisor-facing offerings, drive asset and revenue growth, and improve advisor experience through strategy, go-to-market, education, reporting, and issue resolution.

Provide corporate legal support including drafting, reviewing, negotiating contracts; counsel on securities, data privacy, and financial services compliance; maintain IP filings; support regulatory filings, governance, dispute resolution, and corporate operations; manage legal projects and work with outside litigation counsel.

Provide consultative technical support for the Advisor Portal, troubleshooting proposals, account opening/maintenance, onboarding, DocuSign workflows, and trading-related issues. Respond via phone, email, chat, Salesforce cases, and consultations; document findings, follow escalation paths, and collaborate with Product, Development, Onboarding, and Operations to resolve defects and improve workflows. Mentor peers and contribute to enablement and documentation.

The Senior Staff Software Engineer develops and maintains software products, leveraging AI tools to enhance engineering workflows, while guiding the team through coding practices and ensuring application quality.

The Customer Success Associate handles client inquiries via phone and chat, troubleshooting issues, providing guidance, and ensuring accurate documentation while progressing through platform knowledge.

The Principal Software Engineer leads design and development of cloud-native systems, mentors engineers, and drives architectural standards using AWS and JavaScript/TypeScript.

The Senior Staff Software Engineer will enhance software products, guide team members, ensure application quality and safety, leverage AI tools, and participate in all aspects of the SDLC, requiring extensive experience and mastery of relevant technologies.

Lead architecture and implementation of large-scale, serverless AWS systems. Define platform vision, build IaC and CI/CD, mentor engineers, drive operational excellence, enforce secure coding and testing strategies, and solve high-severity full-stack issues while aligning technical decisions with business goals.