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This talent community posting invites professionals to submit profiles for consideration for future opportunities across technology, client services, wealth management, marketing, sales, legal, human resources, and other functions. Applicants may receive job alerts, company updates, and consideration by Orion’s talent acquisition team when relevant positions become available.

Serves as the strategic technical relationship owner for high-value advisory firms. Responsibilities include onboarding, training, adoption, lifecycle management, platform guidance, business reviews, issue escalation, customized workflows, client documentation, and cross-functional project leadership. The role requires managing complex client portfolios, identifying risks and opportunities, coordinating Product and Development teams, leading strategic sessions, communicating with executives, and mentoring peers through influence.

Provide end-to-end advisor support for trading and cost-basis related inquiries across Orion trading tools. Investigate and resolve discrepancies in cost basis, tax lots, and transaction history, own complex cases to resolution, document outcomes, coordinate internal partners, and maintain high accuracy and client experience while working in service queues and following controls and escalation paths.

Provide corporate legal support including drafting, reviewing, negotiating contracts; counsel on securities, data privacy, and financial services compliance; maintain IP filings; support regulatory filings, governance, dispute resolution, and corporate operations; manage legal projects and work with outside litigation counsel.

Manage the full product lifecycle for assigned wealth management solutions, partnering with investment, ops, technology, legal, and marketing to launch and enhance advisor-facing offerings, drive asset and revenue growth, and improve advisor experience through strategy, go-to-market, education, reporting, and issue resolution.

The Senior Staff Software Engineer develops and maintains software products, leveraging AI tools to enhance engineering workflows, while guiding the team through coding practices and ensuring application quality.

The Senior Staff Software Engineer will enhance software products, guide team members, ensure application quality and safety, leverage AI tools, and participate in all aspects of the SDLC, requiring extensive experience and mastery of relevant technologies.