About this Opportunity:
As a Premier Technical Support Specialist focused on Advisor Portal, you will provide consultative technical support to advisory firms and internal partners. This role supports key Advisor Portal workflows, including proposals, new account opening, account maintenance, client onboarding, DocuSign related processes, and other advisor facing digital experiences. In this role, you will help troubleshoot complex issues, guide users through platform workflows, validate system functionality, document solutions, and partner with internal teams to improve the Advisor Portal experience. This role is ideal for someone who enjoys troubleshooting, learning connected systems, following documented training and procedures, and helping advisors and internal teams solve complex workflow issues. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
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 a technical support resource for Advisor Portal related questions, workflows, and client impacting issues.
Respond to Advisor Portal inquiries across phone, email, chat, Salesforce cases, and scheduled consultations.
Troubleshoot issues related to proposals, new account opening, account maintenance, client onboarding, trading related workflows, and other Advisor Portal functionality.
Support DocuSign related workflows within Advisor Portal, including document generation, envelope routing, signing order questions, advisor and client signing experiences, and troubleshooting related errors.
Analyze technical issues, configuration questions, workflow discrepancies, and user reported concerns.
Provide clear guidance to advisors, internal service teams, onboarding teams, and other business partners.
Follow established training, documentation, procedures, and escalation paths to support consistent and accurate resolutions.
Collaborate with Product Management, Development, Service, Onboarding, Operations, and other internal teams on defects, enhancements, workflow changes, and client impacting issues.
Act as escalation support for Advisor Portal cases as knowledge and experience grow.
Document troubleshooting steps, technical findings, workflow guidance, and best practices.
Help improve Advisor Portal enablement, internal documentation, training resources, and support processes.
Mentor and support peers over time through shadowing, coaching, and knowledge sharing.
We’re looking for talent who:
Has a Bachelor's degree in Business, Finance, Technology, or a related field as preferred.
Has a minimum of two (2) years of experience in technical support, financial technology, client service, operations, onboarding, or client success as required.
Has strong technical curiosity and a willingness to learn Advisor Portal, DocuSign workflows, and related systems
Has demonstrated experience researching, troubleshooting, and resolving platform or workflow issues as required.
Has experience supporting software, SaaS platforms, financial technology, advisor technology, CRM systems, or operational workflows as preferred.
Has experience with Salesforce, case management tools, CRM systems, DocuSign, or similar support platforms as preferred.
Can follow complex workflows, identify gaps, and explain issues clearly.
Has strong problem solving skills and can work through ambiguous situations.
Can translate technical concepts into clear guidance for advisors, clients, and internal partners.
Has strong attention to detail and understands the importance of accuracy in client facing workflows.
Communicates clearly and professionally in both verbal and written formats.
Works well with Product, Development, Service, Onboarding, Operations, and client facing teams.
Takes ownership of issues and drives them toward resolution.
Is comfortable asking questions, learning quickly, and applying feedback.
Can build strong working relationships with stakeholders at different levels of the organization.
#LI-AP1
#LI-Onsite
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Recommended Skills:
Active Listening, Communication, Financial Technology, Management Reporting, Microsoft Office, Operating Systems (OS), Orion Software, Performance Reports, Service Excellence, Technical Enablement, Technical Problem-Solving, Technical Support, Technology Platforms, TroubleshootingSalary Range:
$56,046.00 - $82,313.00The 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 two (2) years of experience in technical support, financial technology, client service, operations, onboarding, or client success
- Demonstrated experience researching, troubleshooting, and resolving platform or workflow issues
- Strong technical curiosity and willingness to learn Advisor Portal, DocuSign workflows, and related systems
- Ability to follow complex workflows, identify gaps, and explain issues clearly
- Strong problem solving skills and ability to work through ambiguous situations
- Ability to translate technical concepts into clear guidance for advisors, clients, and internal partners
- Strong attention to detail and accuracy in client-facing workflows
- Clear professional verbal and written communication skills
- Ability to work cross-functionally with Product, Development, Service, Onboarding, and Operations
- Takes ownership of issues and drives them toward resolution
- Comfortable asking questions, learning quickly, and applying feedback
- Can build strong working relationships with stakeholders at different levels
- Bachelor's degree in Business, Finance, Technology, or related field
- Experience supporting software, SaaS platforms, financial technology, advisor technology, CRM systems, or operational workflows
- Experience with Salesforce, case management tools, CRM systems, DocuSign, or similar support platforms
- Familiarity with Orion Software and Microsoft Office (recommended skills)
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
