As a Client Solutions Consultant, you will be responsible for working with the sales and service teams to identify client needs and use industry best practices to help facilitate new sales, onboarding and ongoing support of the client's personalized Summit experience. The ideal candidate should be able to understand and translate a clients business need to a corresponding user view/experience within the platform. The candidate will work closely with the product and development teams to ensure successful implementation of any unique client projects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For Internal and External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Jacksonville, FL.
Effectively understand a clients business model, client base, current technology components, growth strategy and desired user experience
Translate business needs into an implementable user experience using the know your client function
Work with internal product, operations, onboarding, and development teams to ensure all data connectivity and visualizations meet client needs
Use industry and product specific knowledge to provide the client with a consultative experience to set proper expectations for creating their vision for the personalized experience
Identify any additional opportunities for Orion to help the client with any other products or services
We’re looking for talent who:
Understands the clients' full data model including integrations, APIs, database configurations, workflows, and automations
Has familiarity with front end UX design features including responsive design, user journey mapping, prototyping and usability testing
Has ability to effectively utilize user-centric design thinking to identify, troubleshoot and overcome any challenges that need to be addressed proactively to ensure the platform meets their needs and accomplishes business goals
Effectively manages multiple projects simultaneously
Successfully gathers full requirements, manages client expectations, communicates effectively and has strong organizational skills to meet deadlines in a fast-paced environment
Has a minimum of a bachelor’s degree
Has a minimum of 5 years of experience
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
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Salary 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.
Top Skills
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








