Jobs at Orion

Provides general administrative and mail-processing support, including answering phones, scanning and logging checks, processing incoming and outgoing mail, creating operational work items, managing office inbox requests, and supporting account maintenance and client communications. The role collaborates with Operations, Client Service, Sales, and other departments, assists with training new team members, and requires at least one year of administrative experience.

Develops investment strategies, product selections, asset allocation recommendations, and tailored portfolio proposals. Reviews client portfolios, recommends rebalancing, creates portfolio analytics and market content, conducts investment due diligence, and supports advisors, clients, sales teams, analysts, and interns. Requires knowledge of capital markets, investment vehicles, portfolio management, and wealth advisory services, along with client-facing communication and applicable securities licenses.

Manages enterprise talent development and learning programs, including onboarding, mentorship, leadership training, and compliance education. Administers Workday Learning and LinkedIn Learning, coordinates training operations, designs instructional materials, develops program communications, and maintains learning dashboards and KPIs. Partners with HRIS and stakeholders to improve learning systems, program effectiveness, employee engagement, and organizational capability.

Provides financial modeling, profitability analysis, ROI evaluation, cost reduction analysis, budgeting, competitive research, and performance reporting. Advises senior management, supports board and lender reporting, oversees strategic initiatives, leads change projects, and develops data collection processes. The role requires stakeholder management, strong communication, advanced Excel skills, analytical problem-solving, and at least five years of financial analyst experience.

Field-based sales leader responsible for growing Orion Wealth Solutions across independent and hybrid RIA firms. Owns territory inflows, retention, solution adoption, and quota attainment while selling portfolio solutions, indexing, trading, fixed income, and OCIO services. Builds relationships with RIA executives and advisors, identifies and closes new opportunities, transitions advisors and firms, coordinates internal teams, and manages territory plans, pipeline, forecasting, and CRM activity across a multi-state territory.

Field-based, quota-carrying sales leader responsible for growing Orion Wealth Solutions among independent and hybrid RIA firms. Manages territory relationships, drives inflows and retention, cross-sells wealth management solutions, signs and transitions new advisors, and expands solution adoption. Builds relationships with RIA executives and advisors, leads opportunities through close, coordinates implementation, and maintains territory plans, pipeline forecasts, and CRM activity across a multistate territory.

Provides frontline client support through phone, chat, and case channels. Resolves basic workflow, platform navigation, feature, and data-related questions; documents cases in Salesforce; manages priority and aged cases; and aims for first-contact resolution. The role requires maintaining service metrics, completing certifications, escalating product issues appropriately, and identifying documentation or workflow improvements while supporting Orion or Redtail platforms.

Leads Orion’s creative vision and execution across campaigns, product launches, digital channels, events, and sales enablement. Oversees brand identity, design, content, copy, multimedia production, creative workflows, and AI-enabled production. Partners cross-functionally to deliver high-quality, on-brand work, manages internal and external creative teams, establishes operational standards, and develops team talent. The role requires extensive creative leadership, portfolio strength, Adobe expertise, multimedia experience, and people-management capability.

Leads complex billing cycles, revenue recognition, financial reporting, and billing system improvements. Analyzes discrepancies, supports period-end close, resolves billing issues, manages stakeholder relationships, tests new functionality, and leads process innovation and custom billing projects. Mentors junior analysts and collaborates with product development, internal teams, clients, and business partners.

Conduct investment manager and fund due diligence across traditional and private markets, evaluate strategies and investment products, lead manager searches and termination recommendations, and present findings to investment committees. Support portfolio management, platform development, governance, and stakeholder communications while contributing to educational materials and mentoring analysts. The role requires strong capital markets knowledge, research and analytical skills, relevant licenses, CFA certification, and at least five years of experience.

Leads the API Platform team, including hiring, coaching, performance management, and development. Establishes standards for secure and reliable API design and exposure, partners with Product and Engineering on roadmaps, supports strategic integrations, gathers customer feedback, manages API tooling vendors, and reports adoption, performance, usage, and partner satisfaction to leadership.

Provides high-level administrative support to multiple executives by managing calendars, meetings, travel, correspondence, files, events, vendors, office logistics, and special projects. Coordinates board and team meetings, supports client and stakeholder communications, maintains records, manages supplies and facilities relationships, and handles sensitive information with discretion.

Oversee accounting and financial reporting for assigned subsidiaries, including month-end close, reconciliations, audits, revenue recognition, tax coordination, internal controls, and GAAP compliance. Lead accounting teams, manage performance and succession planning, improve processes, support FP&A planning, analyze budget variances, and communicate financial insights to executives and cross-functional stakeholders.

Direct implementation and onboarding of new Wealth Advisory clients while supporting existing advisors, clients, portfolio managers, and consultants. Lead a regional implementation team, overseeing hiring, training, coaching, performance management, workload delegation, and service quality. Coordinate documentation and cross-functional workflows with business development, investment, operations, trading, and advisor teams. Drive operational improvements, resource allocation, strategic alignment, and exceptional client service.

Provides back-office onboarding and transition support for wealth management teams, including account paperwork, asset transfers, signatures, account maintenance, servicing inquiries, status tracking, office setup logistics, training, and process improvement. Works independently with internal stakeholders to ensure accurate, timely client onboarding and operational support.

Provides proactive relationship support and service to financial advisors through phone, email, and chat. Resolves requests, supports trade processing and account management, guides platform adoption, delivers training, addresses documentation issues, and coordinates with internal teams. Uses approved AI tools to research inquiries, summarize interactions, improve workflows, and identify advisor needs while validating outputs and protecting sensitive information. Maintains regulatory compliance, service quality, productivity, and advisor satisfaction in a hybrid, high-risk financial environment.

The Senior Investment Consultant manages financial advisor relationships, educates advisors and clients on Orion’s Custom Indexing and OCIO solutions, and drives sales across RIA and IBD channels. The role partners with sales, investment, and marketing teams, serves as an investment product subject matter expert, presents throughout the region, and supports distribution across Orion’s wealth and technology platforms.

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.

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.