Orion Advisor Solutions Jobs in United States

The Denali Product Consultant plays a key role within Orion's Summit Product Organization. This role centers around the Denali Data Systems — a suite of advanced data warehousing tools and connected experiences — and requires a strong understanding of how data supports experience ...

Customer Service Representative · You will provide technical support to customers via email, phone or chat. · Answer customer calls professionally. · Investigate and resolve customer inquiries. · ...

Human Resources Business Partner · As a Human Resources Business Partner, you will be responsible for building relationships with business units within Orion to help guide all staff on HR policies and procedures and to help drive the business by aligning with management on variou ...

Customer Service Representative · As a Customer Service Representative you will provide technical support and assistance to customers via email phone or chat. · Answer incoming customer telephone calls in a courteous professional manner · Respond to and investigate customer inqui ...

Job Overview · This role involves full-cycle recruitment for Orion Advisor Solutions. · Sourcing active and passive candidates through direct sourcing, associations, colleges, web-based media, agencies. · ...

OCIO Business Development Consultant · Job Summary: As an OCIO Business Development Consultant, · you will assist in building, growing and maintaining new advisor prospects. · Promote Orion OCIO’s investment products and services by delivering key messages to prospect advisors. · ...

OCIO Business Development Consultant · An OCIO Business Development Consultant will assist in building, growing, and maintaining new advisor prospects. They help support OCIO sales teams in development and execution on business plans with various KPIs as goal drivers. · ...

Service Team Specialist Opportunity · This role involves providing superior service to clients as the first point of contact for investment representatives and clients. · Provide customer service on phones (75% of day) and chat queue (25% of day) · ...

Service Team Specialist Opportunity · As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someo ...

Portfolio Manager, Custom Indexing · We are seeking an experienced Portfolio Manager to join our team. As a key member of the team, you will be responsible for managing client portfolios and providing exceptional service. · Develop and maintain strong relationships with financial ...

Key Responsibilities: · Support Portfolio Managers to plan and customize client portfolios with a focus on optimization and Direct Indexing. · Develop strong relationships with internal sales professionals and financial advisors for high levels of service in tax managed solutions ...

Job Overview · We are seeking a Subject Matter Expert to maintain high standards of customer service for our clients at Orion Advisor Solutions. · The ideal candidate will respond to customer requests via phone, email, or chat in a timely and professional manner. · This role invo ...

Internal Sales Consultant · The role involves developing business relationships in assigned territories for Orion. · Collaborate with territory teams to create effective business plans for maximizing sales. · Develop and maintain relationships with financial advisors, their staff ...

A leading financial services company seeks a Human Resources Business Partner in Omaha, NE. This role entails guiding staff on HR policies, delivering support to business units, and managing employee relations issues. Ideal candidates hold a Bachelor's degree in HR or a related f ...

Project Regulatory Specialist · The Compliance Analyst ensures Orion complies with all legal, regulatory, and internal requirements while supporting the firm's Investment Adviser and Broker-Dealer compliance programs. · ...

Service Team Specialist · This role provides superior service to clients and acts as the first point of contact for investment representatives and clients. · Provide high-quality customer service on phones up to 75% of day · Deliver customer support through chat queue up to 25% o ...

Human Resources Business Partner · As a Human Resources Business Partner you will be responsible for building relationships with business units within Orion to guide all staff on HR policies and procedures. · Deliver HR support by implementing HR solutions. · Implement new initia ...

As a Fixed Income Trader, you will execute day-to-day trading functions within Fixed Income Separately Managed Accounts (SMAs). You'll handle buy/sell transactions across treasuries, municipal bonds, and corporate bonds. · Main Responsibilities · Requirements: · <li_Basic underst ...

Job Description: · The Principal Software Engineer leads the design, development, and evolution of Orion's modern cloud-native technology stack. · Architects end-to-end systems · Sets and drives engineering standards · Identifies long-term platform investments · ...