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Provides frontline client support through phone, chat, and case channels. Resolves basic workflow, platform navigation, feature, and data questions; documents cases in Salesforce; manages priority and aged cases; and seeks first-contact resolution. The role requires maintaining support coverage, meeting service metrics, learning Orion or Redtail platforms, completing certifications, escalating issues appropriately, and identifying documentation or workflow improvements. This is a hybrid position requiring at least three onsite days weekly.

Develops investment strategies, product selections, asset allocation recommendations, and portfolio proposals for advisors and clients. Reviews portfolios, creates analytics and market content, supports due diligence, provides investment guidance, and assists with client-facing presentations. Requires knowledge of capital markets and investment vehicles, strong communication skills, a bachelor’s degree, relevant securities licenses, and at least three years of investment industry experience.

Provides frontline client support through phone, chat, and case channels. Resolves foundational workflow, navigation, feature, and data questions; documents cases in Salesforce; manages priority and aged cases; and seeks first-contact resolution. The role requires clear communication, troubleshooting, schedule adherence, platform learning, and collaboration with service and technical teams. Employees build proficiency in Orion or Redtail, complete certifications, maintain service metrics, and identify documentation or workflow improvements.

Leads Orion’s compensation function and a team of two, owning merit, bonus, market pricing, salary structures, and sales compensation cycles. Partners with HRBPs, leaders, Finance, and Payroll on compensation decisions, reporting, pay equity, compliance, and communications. The role also improves processes through automation and AI-enabled tools while ensuring accurate, timely delivery of recurring compensation programs.

Leads the Client Services department, managing managers and multiple teams responsible for advisor and investor support. Oversees hiring, coaching, performance management, escalations, service quality, KPIs, compliance, and operational improvements. Develops strategic goals with senior leadership, optimizes processes and scalability, supports cross-functional initiatives, allocates resources, and strengthens client and stakeholder relationships within a financial services environment.

Leads the client services team, manages advisor and client relationships, monitors performance and NPS metrics, coaches employees, resolves servicing concerns, coordinates cross-functional activities, oversees vendors, and ensures compliance. The role drives service improvements, client satisfaction, relationship growth, and operational effectiveness while maintaining high professional and ethical standards.

Execute trades for client accounts, monitor market conditions, rebalance portfolios, manage model alignment and portfolio drift, research investments, and implement risk controls. Build relationships with money managers, dealers, and custodians; prepare performance and internal reports; support account maintenance; and ensure compliance with regulatory and internal policies.

Execute post-investment client cash-movement requests, including distributions, liquidations, model changes, systematic withdrawals and contributions, and standing bank payment instructions. Maintain accurate account trading and system records by reviewing daily custodial reports. The role requires careful attention to detail, multitasking, urgency, deadline management, and effective stakeholder relationships. This is a hybrid position requiring at least three onsite days weekly.

Provides proactive relationship support and service to financial advisors in an assigned territory. Responsibilities include resolving inquiries, guiding platform and workflow usage, supporting trade processing, addressing documentation issues, delivering training, coordinating cross-functional solutions, and meeting service metrics. The role uses approved AI tools to research inquiries, summarize interactions, identify advisor needs, improve workflows, and personalize service while validating outputs, protecting sensitive information, and complying with financial regulations.

Supports portfolio analysis, investment data entry, due diligence, proposal generation, Investment Committee materials, quarterly marketing reports, file compliance, spreadsheet preparation, and administrative projects. Participates in investment team calls and meetings while gathering information and maintaining stakeholder relationships. The role is hybrid, requiring at least three days per week onsite.