The Implementation Project Manager independently leads multiple client onboarding engagements, balancing priorities across complex projects. This role adapts onboarding processes to client needs, coordinates cross‑functional teams, and drives strategic execution while maintaining strong stakeholder relationships and ownership of outcomes. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
In this role, you'll get to:Independently lead multiple onboarding projects simultaneously
Customize onboarding approaches for moderately complex client engagements
Coordinate cross‑functional internal teams to ensure timely delivery
Anticipate client needs, manage expectations, and mitigate risks
Apply onboarding tools and data to track progress and identify trends
Collaborate with senior team members to review client feedback and outcomes
Contribute recommendations to improve onboarding processes and experiences
We're looking for talent who:
Has strategic project execution experience
Has advanced stakeholder and client engagement experience
Has cross‑functional coordination experience
Uses risk management and issue anticipation skills
Process adaptation and continuous improvement skills
Has ownership, agility, and accountability skills
Mentors and guides less experienced team members
Has a minimum of a bachelor’s degree preferably
Has a minimum of 3+ years of Project Management experience
Has a minimum of 2+ years leading client‑facing projects
Has a minimum of 2+ years working with Orion or affiliate platforms (preferred)
Preferably has PMP
Has GuideCX or Smartsheet (based on department assignment) experience for onboarding management, task tracking, and client coordination
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Business Analysis, Data Migrations, Onboarding, Process Improvements, Process Optimization, Project Management, Relationship Management, Risk Management, Software Development, Software Development Life Cycle (SDLC), Strategic Planning, System Integration, Taking Initiative, Team Leadership, Training Delivery, Vendor ManagementSalary 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
- Strategic project execution experience
- Advanced stakeholder and client engagement experience
- Cross-functional coordination experience
- Risk management and issue anticipation skills
- Process adaptation and continuous improvement skills
- Ownership, agility, and accountability
- Mentors and guides less experienced team members
- Minimum of 3+ years Project Management experience
- Minimum of 2+ years leading client-facing projects
- GuideCX or Smartsheet experience for onboarding management
- Experience with onboarding tools, business analysis, data migrations, system integration, and SDLC
- Owns and manages relationships with stakeholders at all levels
- Minimum of a bachelor's degree
- 2+ years working with Orion or affiliate platforms
- PMP certification
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
