As a Platform Integration Specialist - Onboarding PM you will be responsible for leading the integration of client data and platforms, optimizing workflows, and acting as a subject matter expert for complex integrations. This role collaborates across teams, drives process improvements, and provides guidance on escalated client and technical issues to ensure seamless platform implementation. 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:Drive process improvements and workflow optimization across onboarding and integration projects.
Manage escalated client situations and complex platform issues with confidence and professionalism.
Act as a subject matter expert (SME) for custodial feed integrations, API connections, and BETA rollouts.
Collaborate with product, programming, and cross-functional teams to implement system enhancements.
Oversee queue management, task assignments, and workload prioritization for team members.
Serve as an escalation point for complex client and technical needs.
Implement AI and automation tools to improve operational efficiency.
Participate in cross-departmental problem-solving groups and strategic initiatives.
Support leadership by hosting team trainings, development sessions, and knowledge-sharing initiatives.
Ensure 100% compliance with process documentation and standard operating procedures.
Has a Bachelor’s degree in Business, IT, Finance, or a related field as required
Has a minimum of six (6) years of experience in onboarding, platform integration, or technical operations as required
Has prior experience with custodial feeds or similar financial data integrations preferred
Has proven experience in process improvement, workflow optimization, and team leadership
Has familiarity with cross-functional collaboration and system enhancement projects
Has advanced understanding of platform integrations, APIs, and data feed management.
Has strong analytical and technical problem-solving skills with the ability to optimize workflows.
Has expertise in project and queue management, prioritization, and task delegation.
Has excellent client management skills, including handling escalations and complex issues.
Has proficiency with AI, automation tools, and system enhancements to drive efficiency.
Has strategic thinking and cross-functional influence to guide decision-making.
Has strong communication and leadership skills for mentoring and training team members.
Can interpret technical documentation and translate into actionable solutions.
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
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Recommended Skills:
API Integration, Automation, Client Management, Cloud Platform, Cross-Functional Collaboration, Cross-Functional Teamwork, Database Management, Data Mapping, Middleware, Process Improvements, Project Management, Requirements Gathering, Software Development, Systems Architecture, Team Leadership, Workflow OptimizationSalary Range:
$30.72 - $45.75The 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
- Bachelor's degree in Business, IT, Finance, or related field
- Minimum six years of experience in onboarding, platform integration, or technical operations
- Prior experience with custodial feeds or similar financial data integrations
- Proven experience in process improvement, workflow optimization, and team leadership
- Familiarity with cross-functional collaboration and system enhancement projects
- Advanced understanding of platform integrations, APIs, and data feed management
- Strong analytical and technical problem-solving skills
- Expertise in project and queue management, prioritization, and task delegation
- Excellent client management skills, including handling escalations and complex issues
- Proficiency with AI and automation tools to drive operational efficiency
- Strategic thinking and cross-functional influence to guide decision-making
- Strong communication and leadership skills for mentoring and training team members
- Ability to interpret technical documentation and translate into actionable solutions
- Experience owning and managing stakeholder relationships at multiple organizational levels
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
