Jobs at Orion

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.

Lead and manage complex billing cycles, ensure accurate revenue recognition and financial reporting, improve and customize billing systems, support month/quarter-end close, mentor junior analysts, collaborate with cross-functional teams, and drive billing process improvements and projects.

Support sales team by preparing proposals, account comparisons, reports, and presentations; maintain Salesforce and CRD; make outbound calls; assist marketing and events; study for required securities licenses; and perform account analysis to support sales opportunities and training initiatives.

Assist senior portfolio managers in managing quantitatively-driven equity portfolios through portfolio construction, monitoring performance and risk, researching alpha signals and factor models, presenting results to stakeholders and clients, and supporting development of new strategies and other investment-related tasks.

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.

The Staff Product Manager leads AI-native product development, mentors others, owns complex problems, and collaborates on technical direction, requiring extensive experience and technical fluency.

Lead integrated marketing campaigns across digital, email, webinars, events, and paid channels to drive new client acquisition and existing-client growth. Develop sales enablement, content, and go-to-market plans; measure and optimize campaign performance and pipeline impact. Manage stakeholders, vendors, and budgets while using marketing automation, ABM, webinar/CMS platforms and AI tools to scale personalization and improve ROI.

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.

Manage end-to-end onboarding projects for new Orion clients: coordinate between customers, SME and tech teams, set up database frameworks, import historical data, validate conversions and performance, run status calls, track interactions in Salesforce, and ensure clients are trained on Orion Connect for transition to service teams.

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 Engineer will enhance software products using AI tools, develop features, lead code reviews, ensure quality, and guide team growth.

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

Serve as the subject-matter expert for cost basis, resolving high-complexity tax lot and corporate action issues, leading audits and UAT, mentoring staff, coordinating with Product/IT/custodians, and driving process, documentation, and control improvements.

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.

Serve as the expert resource for cost-basis operations, resolving high-complexity tax-lot and corporate-action issues, leading audits and UAT, driving process improvements, mentoring specialists, coordinating with Product/IT/custodians, and documenting controls and procedures.