Jobs at Orion

Provides proactive service and relationship support to financial advisors in a shared servicing model. Responds to inquiries, resolves account and documentation issues, supports trade processing, guides platform adoption, delivers training, and coordinates with internal teams. Uses approved AI tools to research requests, summarize interactions, identify advisor needs, and improve service efficiency while validating outputs and protecting sensitive information. Maintains regulatory compliance, accuracy, service metrics, and strong advisor relationships in a hybrid, high-risk financial environment.

Provides frontline client support through phone, chat, and case channels. Resolves basic workflow, platform navigation, feature, and data questions; documents cases accurately in Salesforce; manages priority and aged cases; and seeks first-contact resolution. The role requires clear communication, schedule adherence, troubleshooting, platform learning, and collaboration with internal teams. The representative also identifies documentation or workflow improvements and progresses through required Orion or Redtail certifications.

Leads business operations programs that improve organizational performance through KPI frameworks, executive dashboards, data analysis, workforce planning, process optimization, technology enablement, and cross-functional initiatives. Develops business cases, tracks benefits realization, evaluates AI and automation opportunities, supports forecasting and capacity planning, and delivers executive recommendations. Partners across Operations, Finance, Technology, Product, Data, and Client Experience to improve productivity, scalability, profitability, and client outcomes.

Leads FP&A for the Wealth business, partnering with senior leadership on forecasting, budgeting, deal and pricing economics, sales compensation, strategic planning, executive reporting, and performance analysis. Owns financial models, planning standards, business reviews, and data integrity while developing a small FP&A team. Advises on asset flows, revenue, retention, product mix, and margin in a wealth-management environment.

Develops investment strategies, product selections, asset allocation recommendations, and portfolio proposals for advisors and clients. Reviews portfolios, creates analytics and market content, supports due diligence, provides investment guidance, and assists with client-facing presentations. Requires knowledge of capital markets and investment vehicles, strong communication skills, a bachelor’s degree, relevant securities licenses, and at least three years of investment industry experience.

Leads Orion’s compensation function and a team of two, owning merit, bonus, market pricing, salary structures, and sales compensation cycles. Partners with HRBPs, leaders, Finance, and Payroll on compensation decisions, reporting, pay equity, compliance, and communications. The role also improves processes through automation and AI-enabled tools while ensuring accurate, timely delivery of recurring compensation programs.

Execute post-investment client cash-movement requests, including distributions, liquidations, model changes, systematic withdrawals and contributions, and standing bank payment instructions. Maintain accurate account trading and system records by reviewing daily custodial reports. The role requires careful attention to detail, multitasking, urgency, deadline management, and effective stakeholder relationships. This is a hybrid position requiring at least three onsite days weekly.

Maintains and architects corporate LAN, WAN, SD-WAN, cloud, wired, wireless, firewall, DNS, DHCP, and IPAM infrastructure. Troubleshoots network issues, manages routing and switching, monitors network health, oversees cabling and upgrades, supports disaster recovery and on-call operations, and coordinates vendors and carriers. The role also mentors administrators, leads network modernization, maintains documentation, manages security controls, and supports projects and change windows.

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.

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 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.