About this Opportunity:
As a Trading Product Specialist, you will be responsible for servicing clients and client support staff by implementing and using the Orion system to improve trade execution. 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; BSacramento, CA; Hebron, KY..
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:
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Provide rapid diagnosis of and response to real-time requests associated with trading connected to clients tied to Orion’s straight-thru processing mechanism platform – Financial Information Exchange (FIX)
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Provide account servicing, including technical support, and assistance to internal traders, external brokers and associated trade support staff related to general questions, trade research, workflow updates and trading technology in order to support objectives of Orion trading platform
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Deliver training to internal/external clients on the Orion Connect system, including but not limited to new investment advisors in account trading process, existing advisors on new tools and functionality of system, and internal account managers on account trading process
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Collaborate with managers in development of and makes updates to training documentation, including in-person and web-based materials
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Contribute to evaluation, implementation and management of electronic trading platform and assist with projects related to trading system version upgrades
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Assist in gathering requirements from users and create related project specification documents, which include mathematical calculations, business user interfaces, application of system, etc.
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Collaborate with programming team in setting prioritization on quarterly build delivery schedules
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Conduct and participate in quarterly trading system evaluations, including creation of regression test plans (current / future state analysis) for new functionality, and makes recommendation of final solutions; perform quality assurance testing of automated solutions and newly developed workflows and other assignments as necessary
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Participate in periodic disaster recovery testing as it relates to trading related operations
We’re looking for talent who:
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Possess high school diploma, GED or equivalent
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Preferably has a Bachelor's degree in Business Administration, Finance or related field
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Has minimum of 1-3 years of experience in the financial services industry or prior/current employment with Orion; experience in a trading-related role for an investment advisor
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Obtain Orion Industry Certification
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Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Salary Range:
$22.56 - $32.73
The 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
As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
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.
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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
