Schedule:
Monday Through Friday From 8am Mountain Time To 5pm Mountain Time
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. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.In this role, you’ll get to:- Lead and develop a client support team, setting clear expectations and accountability for performance and conduct
- Conduct weekly one-on-one meetings to provide coaching, performance feedback, career development guidance, and timely, accurate documentation
- Facilitate daily huddles and/or weekly team meetings to communicate priorities, reinforce expectations, and drive engagement
- Support employee advancement by aligning coaching with established progression criteria, certifications, and skill milestones
- Address performance concerns, manage corrective actions, and own performance reviews, development plans, and compensation recommendations
- Serve as a culture carrier by modeling company values and fostering a supportive, growth-oriented team environment
- Own day to day service performance for the team, including service level, queue volume, case aging, abandonment rate, adherence, acceptance rate, and shrinkage awareness
- Partner with Workforce Management to support real-time staffing needs, schedule adjustments, and coverage alignment
- Maintain and update Playvox schedules to support forecasting, adherence, and service level goals
- Oversee timely and accurate completion of Salesforce responsibilities, including P1 case oversight, credit request submissions, NPS follow-up actions, and related workflow tasks
- Ensure consistent service delivery for all clients, focusing on efficient resolution and reduced client effort
- Ensure completion of required Workday tasks, learning modules, certifications, and compliance items for all direct reports
- Hold team members accountable for onboarding timelines, training completion, and assessment pass rates
- Track and communicate team performance metrics and trends to leadership
- Maintain documentation standards across coaching, performance management, and service workflows
- Implement approved operational and service strategies within the assigned team
- Identify recurring service issues, workflow inefficiencies, or documentation gaps and escalate insights through appropriate channels
- Partner with Team Leads and Technical Leads to reinforce escalation standards and reduce unnecessary handoffs
- Collaborate with peer Managers to support alignment and consistency across teams
- Serve as the escalation point for complex or sensitive service issues within the team
- Ensure issues are fully owned, documented, and resolved, escalating cross-team or systemic concerns as appropriate
- Coach team members on effective client communication across phone, chat, and case interactions
- Has a High school diploma or equivalent as required
- Has a Bachelor’s degree in Business Administration or related field as preferred
- Has a minimum of three (3) years of experience in client service, operations, or technology-related roles as required
- Has minimum of one (1) year of people leadership or supervisory experience as required
- Has proven people leadership experience with a focus on coaching, accountability, and team development
- Has strong verbal and written communication skills, including clear documentation and feedback delivery
- Can manage multiple priorities in a fast-paced service environment with accuracy and urgency
- Has strong analytical, problem solving, and organizational skills
- Can collaborate cross-functionally and executing within established frameworks
- Has proficiency with Microsoft Office Suite and service operations tools (Salesforce, Playvox, WFM systems, Workday)
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Recommended Skills:
Conflict Resolution, Cross-Functional Collaboration, Decision Making, Management Reporting, Performance Management (PM), Project Management, Relationship Management, Risk Management, Strategic Thinking, Technical ProficiencySalary Range:
$76,695.00 - $115,804.00The 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 equivalent
- Bachelor's degree in Business Administration or related field
- Minimum three (3) years experience in client service, operations, or technology-related roles
- Minimum one (1) year of people leadership or supervisory experience
- Proven people leadership experience with focus on coaching, accountability, and team development
- Strong verbal and written communication skills, including documentation and feedback delivery
- Ability to manage multiple priorities in a fast-paced service environment with accuracy and urgency
- Strong analytical, problem solving, and organizational skills
- Proficiency with Microsoft Office Suite and service operations tools (Salesforce, Playvox, WFM systems, Workday)
- Experience owning service metrics, queue health, and workforce/scheduling coordination
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
