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The Implementation Specialist manages client onboarding for the Orion platform, ensuring project success and client satisfaction while mentoring junior team members.

The Trading Product Specialist assists clients via calls/chats, trains on the Orion platform, resolves trading issues, and ensures high-quality service levels.

As a Senior DevOps Engineer, you will architect cloud solutions, manage release processes, mentor team members, and ensure application performance using best practices.

The role focuses on promoting Orion Advisor Technology solutions to Registered Investment Advisors, increasing sales, developing relationships, and maintaining a detailed CRM database.

The Client Operations Support Specialist provides client support via phone, chat, and case channels, helping with inquiries and troubleshooting issues. They ensure accurate documentation and strive for first-contact resolution while maintaining performance metrics.

As a Portfolio Manager, you will customize, transition, and manage tax-managed client portfolios, focusing on portfolio optimization and Direct Indexing while building relationships with clients and stakeholders.

The Associate Portfolio Manager, Custom Indexing supports portfolio management through client portfolio customization, optimization, and management, while ensuring high service levels and compliance. Responsibilities include collaboration with internal teams and maintaining industry knowledge.

The Business Development Consultant will promote Orion's services, increase regional sales, develop client relationships, and assist with marketing strategies and Salesforce management.

The Director of Intelligent Automation and AI Operations leads RPA and AI initiatives, transforms operations with automation, collaborates with teams, and optimizes processes for measurable results.

As a Qualified Plan Trading Specialist, you'll manage ACH/check deposits, process financial transactions, communicate with advisors, and assist with procedure updates.