Jobs at Orion

Own the product pillar’s highest-impact and most ambiguous initiatives, personally delivering strategy, discovery, prototypes, PRDs, features, and post-launch analysis. Build AI-native workflows and internal agents, partner with engineering on technical direction, and translate GM strategy into product vision. Mentor peer PMs, raise AI fluency, lead hiring decisions, drive cross-pillar initiatives, and represent the pillar with customers and executives.

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.

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.

Provide day-to-day technical support and onboarding for Summit clients on the Orion platform. Troubleshoot access, reporting, and custom experience issues, escalate complex problems, create training materials, collaborate with onboarding and product teams, gather client feedback, and help manage client projects and stakeholder relationships.

Serves as the enterprise legal advisor on privacy, AI governance, and responsible technology. Develops governance frameworks, translates privacy and AI regulations into business guidance, manages assessments, incidents, data subject requests, audits, regulatory inquiries, vendor contracts, training, and compliance metrics. Partners cross-functionally with Legal, Compliance, Security, Technology, Product, and business teams to manage risks and support regulatory readiness.

This talent community posting invites professionals to submit profiles for consideration for future opportunities across technology, client services, wealth management, marketing, sales, legal, human resources, and other functions. Applicants may receive job alerts, company updates, and consideration by Orion’s talent acquisition team when relevant positions become available.

Serves as the strategic technical relationship owner for high-value advisory firms. Responsibilities include onboarding, training, adoption, lifecycle management, platform guidance, business reviews, issue escalation, customized workflows, client documentation, and cross-functional project leadership. The role requires managing complex client portfolios, identifying risks and opportunities, coordinating Product and Development teams, leading strategic sessions, communicating with executives, and mentoring peers through influence.

Provide end-to-end advisor support for trading and cost-basis related inquiries across Orion trading tools. Investigate and resolve discrepancies in cost basis, tax lots, and transaction history, own complex cases to resolution, document outcomes, coordinate internal partners, and maintain high accuracy and client experience while working in service queues and following controls and escalation paths.

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.

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.

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 client platform integrations and onboarding projects, optimize workflows, manage escalations, act as SME for custodial feeds and APIs, implement AI/automation, coordinate cross-functional teams, and train/mentor staff while ensuring compliance with SOPs.

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.

The Client Support Representative handles client inquiries via phone, chat, and case channels, provides support for platform navigation, maintains documentation, and collaborates with teams to enhance client outcomes.

Serve as the primary strategic technical partner for high-value advisory firms: drive onboarding, adoption, lifecycle engagement, escalations, business reviews, customized workflows, and cross-functional project leadership to maximize value from Orion's SaaS platform.

Lead and scale enterprise privacy and AI governance programs: embed privacy into products and operations, manage incidents and data subject requests, conduct privacy and AI impact assessments, maintain ROPA, coordinate with Legal/InfoSec, train staff, and operationalize compliance with CCPA/CPRA, Reg S-P, Colorado AI Act and other privacy laws.

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.