About this Opportunity:
As an Investment Strategist on the OCIO Team, you will collaborate with the other members of the Portfolio Strategy team to develop investment strategy, product selection and asset allocation recommendations as well as facilitate the analysis of prospective client holdings. The Investment Strategist will assist the portfolio management team by communicating with financial advisors and their clients as needed and by providing ongoing support on investment-related activities. The Investment Strategist will also provide guidance to the internal sales team for non-OCIO cases in which advice on asset allocation and portfolio construction is needed. 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: Lehi, UT.
In this role, you’ll get to:
Review and understand risk tolerances and goals of prospective clients to make appropriate product and asset allocation recommendations
Assist in investment management of client portfolios as directed by portfolio management team
Generate proposals based on recommendations for tailored investment portfolios to be presented to advisors and/or prospective clients
Generate investment audit reports to be presented to advisors and/or prospective clients.
Review client allocations for consistency with objectives and make rebalance recommendations as necessary
Create portfolio analytics to support allocation recommendations for new/existing OCIO clients
Have a thorough understanding of investment managers and strategies available to advisors and their clients that have been evaluated by Orion OCIO investment team; Additionally, be able to articulate the OCIO due diligence process for selecting these investment products and fit within client portfolios.
Maintain knowledge of services available to OCIO clients and advisors based client needs; this includes Banking & Lending, Philanthropic, Business Valuation, and Wealth Planning services
Comprehend investment strategic positioning and be able to articulate this to advisors and/or clients
We’re looking for talent who:
Has a minimum 3 years of investment industry experience
Has previous experience in asset allocation, portfolio management and investment manager due diligence preferred
Possess analytical and quantitative skills
Has a Bachelor's degree
Series 65 or ability to obtain within 90 days after hire
Obtain Orion Industry Certification
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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Salary 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.
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
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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.
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