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Manage a portfolio of customer renewals, driving retention, revenue growth, upsells, cross-sells, and expansions. Build relationships with client stakeholders, negotiate renewal terms, forecast performance, address risks, and collaborate with Sales, Customer Success, and Product teams. Use Salesforce to track customer interactions and renewal progress while mentoring teammates and advocating for customer success.

Own the product pillar’s highest-impact and most ambiguous initiatives, personally delivering strategy, discovery, prototypes, PRDs, features, and post-launch analysis. Build AI-native workflows and internal agents, partner with engineering on technical direction, and translate GM strategy into product vision. Mentor peer PMs, raise AI fluency, lead hiring decisions, drive cross-pillar initiatives, and represent the pillar with customers and executives.

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.

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.

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.