About this Opportunity:
As an Onboarding Coordinator, you are responsible for coordinating and project managing the initial onboarding of new clients of Orion. This position will serve as primary point of contact between customer, Onboarding Project Mangers, Managers and Analysts, Orion Programming, Orion Sales and Orion Tech Support to ensure the client is successfully setup on the Orion platform. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
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:
Work with the sales team to help coordinate the initial setup and determining when the advisor is ready to start their onboarding process
Review Schedule D with client and answers any applicable questions surrounding the Master Client List and interface setup items
Research the initial aspects of advisor's practice to be used in the onboarding process and sets clear expectations with the advisor on when items need to be completed in order to hit overall project deadlines
Ensure the accuracy of the master client list and data feed interface setup projects
Review information from Schedule D to ensure database settings are setup correctly
Hold client accountable to timelines set by Onboarding team for delivery of items
Process client requests regarding master client list or interface changes
Make decisions based on facts and circumstances for committing Orion resources to meet advisor’s timeline.
Be responsible for setting up the initial database framework
Obtain required information from advisors and custodians and works directly with the Accounting Analysts in order to get new data feeds in working order
Determine and implement database settings for various aspects of the system
Track and maintain interactions via Salesforce
Determine advisor specific information according to Schedule D to ensure all information is accurately updated
Assist Sales team by explaining the MCL and interface process to prospective clients regarding the initial setup
We're looking for talent who:
Has knowledge and understanding of project management concepts and discipline
Preferably has knowledge and understanding of Salesforce CRM
Has advanced knowledge and understanding of Orion Connect system
Is able to exercise appropriate judgment, reasoning and decision-making
Is able to troubleshoot issues utilizing creative and critical/analytical thinking skills
Represents Orion in client consultations to champion our products and services
Possess effective written, listening and verbal communication skills including the ability to communicate technical information to nontechnical personnel
Has a minimum of a bachelor's degree in Business Administration, Finance or related field
Preferably a minimum of 1 year of project management or coordinating experience
Preferably a minimum of 1 year of experience in Account Manager role or any position at Orion
Preferably experience working within financial services, technology, or customer service industries
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Client-Centric, Customer Relationship Management (CRM), Effective Communication, Innovation, Onboarding, Technical Proficiency, Time Management, Work CollaborativelySalary Range:
$20.67 - $29.57The 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.
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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.
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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
