Solutions Architect

As a Solutions Architect is, you will be in charge of creating, designing, and implementing arrangements within Orion. The Solutions Architect will help to build new systems needed by the company and must be able to identify the business' current growth opportunities and future technological goals. They are also in charge of communicating the executive direction with other departments to implement new plans and goals.  

The Solutions Architect will act as a liaison between the executive team and the technology team to lead and manage new initiatives to improve our business and to drive sales. The Solutions Architect will primarily leverage technology to improve our current solution set and will be responsible for the client experiences that interface through technology as well as help shape the message to advisors for our newly formed subsidiary.  

Within the technology department, the Solutions Architect will oversee managing the application developers to ensure the team fully understands the business requirements, those requirements are met and delivered. The Solutions Architect will be the lead liaison between the technology team and the business as well as coaching the development team on business strategy and how to apply it to technical solutions. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Hebron, KY; Chandler, AZ; Sacramento, CA; Provo, UT.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you'll get to:

• Participate in product development committee relating to business 

• Act as the lead for the translation of business objectives and requirements into functional solutions

• Prepare and document testing requirements as well as all test data, working with the teams Quality Assurance specialist  

• Lead brainstorming sessions and identify areas for process improvements. 

• Prioritize goals and objectives from the business leads and monitor the work of the technology department 

• Design and develop technical solutions with the UI/UX developer 

• Identify client and advisor-centric strategic initiatives for prioritization and approval 

• Quarterback all client and advisor centered strategic initiatives while leveraging Orion department heads in conjunction with executive team 

• Proactive outreach to third party partners of Orion business, including custodial partners, broker dealers, and registered investment advisors to identify shared opportunities to improve client and advisor experience holistically across various service providers

• Work with National Sales Team members to identify key relationships that can be enhanced with tighter integrations

• Articulate the problem statement and identify any challenges, roadblocks, and impediments with both the business and technical teams to ensure successful solutions are being architected

• Participate in product development committee relating to business

• Continually monitor the satisfaction of clients and advisors utilizing Orion through proactive surveying and outreach

• Coordinate implementation of adopted product committee initiatives

• Manage and improve each interaction of a client and advisor, over the entire lifecycle of the account, from prospecting, account opening, ongoing maintenance, periodic communications of account maintenance, account closing, etc.   

• Provide periodic training to sales teams regarding product lines

• Train Quality Assurance Specialist to work more closely with business teams. 

• Create and manage “knowledge center” where all aspects of product lines are disclosed for internal training purposes

• Attend Orion Advisor Technology user functions and board meetings

We're looking for talent who has:

• C# and .NET Core

• Object oriented programming

• Concurrent and parallel programming paradigms

• Streaming and Kafka

• OLTP databases (SQL Server)

• Event driven architectures

• CDC patterns

• AWS (EC2, ECS, DynamoDB, and OpenSearch)

• Redshift and Snowflake

• Experience in managing a team of engineers

• Problem-solving skills, initiative-driven approach

• Tackled challenges and drives innovation

• Knowledge of investment advisory business

• Knowledge of investment advisory business

• A minimum of a Bachelor’s degree in any field

• Obtains Orion Industry Certification

• Preferably has minimum of 5 years of experience working in client-facing financial or investment role

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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