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Provides back-office onboarding and transition support for wealth management teams, including account paperwork, asset transfers, signatures, account maintenance, servicing inquiries, status tracking, office setup logistics, training, and process improvement. Works independently with internal stakeholders to ensure accurate, timely client onboarding and operational support.

Provides frontline client support through phone, chat, and case channels. Resolves basic workflow, navigation, feature, and data questions; documents cases in Salesforce; manages priority and aged cases; and guides clients through platform processes. The role emphasizes first-contact resolution, schedule adherence, quality service metrics, ongoing platform certifications, troubleshooting, escalation, and collaboration with internal teams to improve documentation and client outcomes.

Provides proactive relationship support and service to financial advisors through phone, email, and chat. Resolves requests, supports trade processing and account management, guides platform adoption, delivers training, addresses documentation issues, and coordinates with internal teams. Uses approved AI tools to research inquiries, summarize interactions, improve workflows, and identify advisor needs while validating outputs and protecting sensitive information. Maintains regulatory compliance, service quality, productivity, and advisor satisfaction in a hybrid, high-risk financial environment.

The Senior Investment Consultant manages financial advisor relationships, educates advisors and clients on Orion’s Custom Indexing and OCIO solutions, and drives sales across RIA and IBD channels. The role partners with sales, investment, and marketing teams, serves as an investment product subject matter expert, presents throughout the region, and supports distribution across Orion’s wealth and technology platforms.

Leads the client services team, managing talent, workload, performance, and service quality. Builds advisor and client relationships, resolves servicing concerns, monitors NPS and feedback, and drives continuous improvement. Partners cross-functionally with sales, operations, product, and development teams, manages vendors, ensures compliance, and identifies opportunities to improve efficiency and client satisfaction.

Manages relationships with high-value financial advisors, providing high-touch service, account support, trade assistance, issue resolution, platform education, and consultative guidance. The role coordinates with internal teams, supports regulatory and custodial requirements, identifies retention and growth opportunities, oversees service workflows, and promotes Orion platform adoption. It also uses approved AI tools for inquiry resolution, documentation, trend identification, and proactive engagement while maintaining human oversight of financial and regulatory decisions.

Leads business operations programs that improve organizational performance through KPI frameworks, executive dashboards, data analysis, workforce planning, process optimization, technology enablement, and cross-functional initiatives. Develops business cases, tracks benefits realization, evaluates AI and automation opportunities, supports forecasting and capacity planning, and delivers executive recommendations. Partners across Operations, Finance, Technology, Product, Data, and Client Experience to improve productivity, scalability, profitability, and client outcomes.

Leads FP&A for the Wealth business, partnering with senior leadership on forecasting, budgeting, deal and pricing economics, sales compensation, strategic planning, executive reporting, and performance analysis. Owns financial models, planning standards, business reviews, and data integrity while developing a small FP&A team. Advises on asset flows, revenue, retention, product mix, and margin in a wealth-management environment.

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.

Maintains and architects corporate LAN, WAN, SD-WAN, cloud, wired, wireless, firewall, DNS, DHCP, and IPAM infrastructure. Troubleshoots network issues, manages routing and switching, monitors network health, oversees cabling and upgrades, supports disaster recovery and on-call operations, and coordinates vendors and carriers. The role also mentors administrators, leads network modernization, maintains documentation, manages security controls, and supports projects and change windows.