Location:
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Work location is subject to change based on business needs.
In this role, you’ll get to:- Understand the desired experience for clients and guiding potential directions based on the Experience platform capabilities
- Have awareness of the Orion Ecosystem with enough knowledge to guide clients across all product domains
- Provide daily support for all Summit clients
- Diagnose and resolve issues including user access, reporting, custom experience builds, and issues related to client portal access
- Escalate complex problems or issues to product teams when needed.
- Help to prepare training material to help advisor and admin users better navigate and build Summit.
- Work with the onboarding team to help with project management.
- Relay customer feedback, identify recurring problems, and suggest enhancements to improve customer satisfaction.
- Has a GED or high school diploma as required
- Has a Bachelor’s degree as preferred
- Has a minimum of three (3) years of experience in fintech system support role(s) as required
- Has prior mentoring or training experience as preferred
- Can obtain an Orion Industry Certification as required
- Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred
- Has experience with MySql
- Has a comfort level in Javascript/Json (and/or willingness and aptitude to learn to review configurations that have been established)
- Has creative thinking to translate experience priorities into solutions
- Has excellent problem-solving skills and the ability to troubleshoot and resolve technical issues quickly.
- Has experience with CRM systems and ticketing software
- Has a willingness to travel up to 25% annually as required
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Recommended Skills:
Active Listening, Client Relations, Client Relationship Management, Client Support, Communication, Conflict Resolution, Customer Service, Empathy, Financial Technology, Mentorship, Onboarding, Performance Reports, Portal Development, Problem Solving, Relationship Management, Systems Support, Technical Support, Technical Support Training, Training and DevelopmentSalary Range:
$72,860.00 - $110,014.00The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Skills Required
- High school diploma or GED
- Bachelor's degree
- Minimum of three (3) years fintech system support experience
- Ability to obtain an Orion Industry Certification
- Experience with MySQL
- Comfort with JavaScript and JSON or willingness to learn
- Experience with CRM systems and ticketing software
- Prior mentoring or training experience
- Certifications in Orion Reconciliation, Reporting, Billing, Performance, or Advisor Portal
- Willingness to travel up to 25% annually
Orion Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.
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Leave & Time Off Breadth — Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
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Healthcare Strength — Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
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Retirement Support — A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.
Orion Insights
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
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