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Subject Matter Expert - Omaha, United States - Orion Corporation
Description
About this Opportunity:
As a Subject Matter Expert - Financial Planning on the Client Service Team, you will be responsible for maintaining high standards of customer service and focusing on case management for Orion.
This position will support service teams by providing guidance and instruction in order to push cases and projects to a completion.
The position is also responsible for excellent client support and servicing clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Omaha, NE, Berwyn, PA, Sacramento, CA, Hebron, KY, Chandler, AZ, Provo, UT, or Idaho Falls, ID.
In this role, you'll get to:Contribute to evaluation, implementation and management of Orion's financial planning platform and assist with projects related to financial planning system version upgradesAssist in gathering requirements from users and create related project specification documents, which include mathematical calculations, business user interfaces, application of system, etc.
Has minimum of a bachelor's degree in Business Administration, Finance or related fieldPossess prior experience in a trading-related role for an investment advisorPossess prior experience with financial planning toolsHas minimum of 1 year of experience in the financial services industry or prior/current employment with OrionObtain Orion Industry CertificationOwns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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Salary Range:
$53, $78,768.00The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
As
One-Orion , we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to
disrupt
ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA - we
innovate , push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to
win
that drives Orion's success and powers success for our clients and everyone at Orion.
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