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The Head of Wealth Management Product will lead the product roadmap, focusing on platform technology and investment solutions. Responsibilities include overseeing technology optimizations, establishing partnerships, managing pricing strategies, and executing go-to-market plans. The role also involves engaging with advisors for feedback and conducting market analysis to drive product innovation and effectiveness.

The Advisor Growth Consultant is responsible for enhancing Orion's sales through managed account platforms, primarily engaging with Independent and Registered Investment Advisors. The role involves executing sales plans, maintaining client relationships, and strategizing with team members to increase market share and achieve sales goals.

The Senior Executive Assistant provides high-level support to multiple leaders, managing schedules, organizing meetings, assisting with travel arrangements, and maintaining office supplies. They also create presentations, spreadsheets, and reports, and manage relationships with vendors and stakeholders, while promoting investment products and maintaining a contact database.