Denali Product Consultant

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Jacksonville, FL, USA
In-Office
73K-110K Annually
Fintech • Software • Financial Services
The Role

About this Opportunity:

The Denali Product Consultant plays a key role within Orion's Summit Product Organization, working in partnership with the Solutions Consultant and engineering teams to drive the success of the Summit Experience platform. This role centers around the Denali Data Systems — a suite of advanced data warehousing tools and connected experiences — and requires a strong understanding of how data supports experience outcomes. The consultant is responsible for designing and implementing data strategies that align with client experience goals, guiding how data sources are configured and transformed to support the platform. In addition to overseeing the end-to-end setup of data syncs, the role involves troubleshooting and maintaining system health, collaborating on tool development, and contributing to the evolution of Denali system capabilities. This is a highly collaborative role that blends technical execution with product-focused insight and continuous improvement. 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.

In this role, you’ll get to:

  • Understanding the desired experience for clients and guiding potential directions based on the Experience platform capabilities

  • Determining the data strategy that will support the experience and implementing manual or automated approaches to support this

  • Guiding the product direction of the Denali system, tooling and experience platform capabilities

  • Leading training and enablement of team members beyond the product development team to support 

We’re looking for talent who:

  • Has MySql competence

  • Comfort level in Javascript/Json 

  • Has comfort with excel and data research

  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization 

  • Creative thinking to translate experience priorities into solutions

  • Has a minimum of a bachelor’s degree

  • Has a minimum of 3-5 year of experience 

#LI-AP1 

#LI-Onsite 

#LI-Hybrid 

Salary Range:

$72,860.00 - $110,014.00

The 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.

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Omaha, NE
1,570 Employees
Year Founded: 1999

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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