Location:
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:- Serve as the primary strategic and technical relationship owner for assigned Premier advisory firms
- Develop deep understanding of each client's business model, operational structure, and strategic goals
- Own ongoing client engagement across onboarding, training, adoption, and lifecycle activities
- Provide consultative guidance on Orion platform capabilities across multiple functional areas
- Anticipate client risks and opportunities by monitoring usage patterns and service trends
- Lead periodic business reviews with clients to assess adoption and satisfaction
- Manage client inquiries and service issues by coordinating cross-functional teams
- Oversee execution of customized workflows aligned to client operating models
- Maintain accurate client documentation including reference guides and service records
- Serve as project lead for client initiatives, coordinating SMEs, Product, and Development teams
- Act as escalation point for complex client situations requiring advanced judgment
- Plan and lead onsite or virtual strategic sessions to strengthen executive relationships
- Has a minimum of an Associate’s degree as preferred
- Has a minimum of three (3) years of experience in client service, customer success, or financial services as required
- Has experience supporting complex advisory firms or high-touch segment
- Has experience as escalation resource or senior IC preferred
- Has strategic client relationship and portfolio management experience
- Has consultative advisory and influence skills
- Has strong analytical reasoning applied to client operations
- Has deep functional understanding of SaaS-based fintech platforms
- Can translate complex technical concepts into business guidance
- Has cross-functional collaboration and project leadership experience
- Has executive-level communication and presentation skills
- Has independent judgment in prioritization and risk assessment skills
- Can mentor peers through influence rather than authority
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Recommended Skills:
Salary Range:
$63,899.00 - $95,151.00The 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
- Minimum of an Associate's degree
- Minimum of three (3) years of experience in client service, customer success, or financial services
- Experience supporting complex advisory firms or high-touch segment
- Experience as an escalation resource or senior individual contributor
- Strategic client relationship and portfolio management experience
- Consultative advisory and influence skills
- Strong analytical reasoning applied to client operations
- Deep functional understanding of SaaS-based fintech platforms
- Ability to translate complex technical concepts into business guidance
- Cross-functional collaboration and project leadership experience
- Executive-level communication and presentation skills
- Independent judgment in prioritization and risk assessment
- Ability to mentor peers through influence
- Experience managing relationships with stakeholders at all 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
