About this Opportunity:
As an Implementation Specialist you will, lead and manage complex client onboarding engagements, ensuring successful adoption of the Orion platform. This role balances multiple projects, adapts processes to client needs, and drives client satisfaction through proactive risk management and strategic project execution. The specialist serves as a mentor and resource for junior team members while contributing to continuous improvement of onboarding processes. 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:
- Independently manage client onboarding engagements using GuideCX, Smartsheet, or related platforms.
- Track and monitor onboarding performance metrics such as timeline adherence, task completion, and client satisfaction.
- Adapt onboarding processes and delivery approaches to meet diverse client needs.
- Coordinate cross-functional teams and align stakeholders to shared objectives.
- Identify risks, bottlenecks, and potential issues proactively; escalate and resolve as needed.
- Lead multiple onboarding projects simultaneously, balancing priorities effectively.
- Receive and analyze client feedback to recommend process improvements.
- Mentor and guide junior team members, fostering skill development and collaboration
We’re looking for talent who:
- Has a Bachelor’s degree, Project Management Professional certification, or equivalent certification as preferred
- Has a minimum of three (3) years of project management experience as required
- Has a minimum of two (2) years leading client-facing projects as required
- Has a minimum of two (2) years of experience with Orion or an affiliated platform technology as preferred
- Has prior experience managing complex onboarding engagements
- Has advanced project management and organizational skills, including strategic task and project execution
- Has strong client-facing and relationship management abilities; anticipates client needs and manages expectations
- Has risk identification, mitigation, and proactive problem-solving experience
- Has stakeholder coordination and cross-team collaboration experience
- Has adaptability and agility in handling complex, multi-stream onboarding projects
- Has mentorship and coaching skills to elevate team capability
- Has data-driven decision-making experience using onboarding metrics and tools
- Has conflict resolution and facilitation experience in collaborative environments
- 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:
Salary Range:
$23.57 - $34.20The 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
- Has a Bachelor's degree
- Has a minimum of three years of project management experience
- Has a minimum of two years leading client-facing projects
- Has prior experience managing complex onboarding engagements
- Has advanced project management and organizational 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
