About this Opportunity:
As a Premier Technical Support Specialist you will, provide advanced, consultative technical support to advisory firms and internal partners, serving as a subject-matter resource across Orion's technology ecosystem. This role applies deep platform knowledge and independent judgment to resolve complex technical issues, guide technology adoption, validate system functionality, and mentor team members. Senior specialists act as trusted advisors while supporting certification integrity and service excellence. 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 subject-matter expert for advisors and internal teams, responding to complex inquiries across phone, email, chat, and scheduled consultations
- Independently analyze advanced technical issues, configuration challenges, and workflow discrepancies
- Provide consultative guidance on Orion platform capabilities (Reporting, Billing, Performance, Advisor Portal, Reconciliation, Trading, and other modules)
- Deliver detailed system training and technical guidance to advisors and internal partners
- Participate in build-week activities by testing, validating, and certifying system functionality
- Collaborate with Product Management and Development teams on defects, enhancements, and functional changes
- Act as escalation support for complex technical cases
- Document technical configurations, solutions, and best practices
- Mentor and coach team members through job-shadowing and real-time guidance
- Lead certification efforts and support technical enablement programs
We’re looking for talent who:
- Has a Bachelor's degree in Business, Finance, or Technology as preferred
- Has a minimum of two (2) years of experience in technical support, FinTech services, or client success as required
- Has a Series 65 license as preferred
- Has demonstrated experience resolving complex platform issues as required
- Has prior experience as escalation or second-level support resource as preferred
- Has strong knowledge of Orion platform or similar technology across operational and reporting functions
- Has expertise in reconciliation, billing, performance reporting, trading processes
- Has experience with CRM systems (Salesforce) and case-management tools
- Has advanced technical problem solving and root-cause analysis
- Has deep functional understanding of SaaS-based financial technology platforms
- Has certification-driven subject-matter expertise
- Can translate technical concepts for non-technical audiences
- Has strong analytical reasoning and attention to detail
- Can cross-functionally collaborate with product, engineering, and client teams
- Has clear, professional verbal and written communication
- Can make independent decisions under ambiguous conditions
- Can influence and mentor without formal authority
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Client-Centric, Effective Communication, Innovation, Relationship Management, Technical Proficiency, Time Management, Work CollaborativelySalary 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
- Bachelor's degree in Business, Finance, or Technology
- Minimum of two years of experience in technical support or FinTech services
- Series 65 license
- Demonstrated experience resolving complex platform issues
- Experience as escalation or second-level support resource
- Strong knowledge of Orion platform or similar technology
- Expertise in reconciliation, billing, performance reporting, trading processes
- Experience with CRM systems and case-management tools
- Advanced technical problem solving and root-cause analysis
- Deep understanding of SaaS-based financial technology platforms
- Certification-driven subject-matter expertise
- Ability to translate technical concepts for non-technical audiences
- Strong analytical reasoning and attention to detail
- Ability to collaborate cross-functionally with internal teams
- Clear, professional verbal and written communication
- Ability to make independent decisions under ambiguous conditions
- Ability to influence and mentor without formal authority
- Strong relationship management skills with stakeholders
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
