The Investment Strategist collaborates with portfolio management to develop investment strategies, product selections, and asset allocation recommendations while analyzing client holdings. This role involves communication with financial advisors, ongoing support on investment activities, and guidance to the sales team on asset allocations and portfolio construction.

The Senior Onboarding and Transition Analyst oversees the smooth transition of new Wealth Advisory relationships, ensuring a seamless experience for advisors and clients. Responsibilities include decision-making for unique requests, relationship management, process improvement evaluation, quality assurance, and mentoring team members.

The Subject Matter Expert will ensure high standards of customer service at Orion, assisting clients with inquiries via phone, email, and chat. Responsibilities include providing training, maintaining service standards, solving client issues, and collaborating with teams to enhance client services and offerings.

The Market Intelligence Analyst will support the Head of Strategy by conducting research and analysis of industry trends, preparing competitive comparisons, and synthesizing market insights to inform strategic initiatives. Responsibilities include developing reports, collaborating across teams, and presenting findings to various audiences.

The Portfolio Manager in the Wealth Advisory Team oversees investments and asset allocations tailored to clients' goals. Responsibilities include managing portfolios, articulating investment strategies, maintaining client relationships, and ensuring service excellence. This role demands a deep understanding of various investment vehicles and involves creating presentations for clients.

As a Senior Manager of Operational Transformation, you will lead initiatives to enhance operational efficiency and client experience using AI-powered solutions. Responsibilities include implementing automation, optimizing processes, managing a high-performing team, and analyzing operational data for improvements.

As a Renewal Specialist, you will manage a portfolio of customer renewals, partnering with Sales and Customer Success to ensure successful outcomes. Your role includes client engagement, relationship building with decision-makers, and negotiating renewal terms while maintaining accurate forecasts.

The Compensation Analyst will evaluate, design, and administer compensation programs in line with business objectives. Responsibilities include analyzing salary data, ensuring compliance with regulations, conducting job evaluations, and supporting compensation policies to enhance employee satisfaction and retention.

As a Managed Accounts Support Specialist, you will support the AVP of Business Development by managing the sales pipeline, maintaining the wholesaler database, ensuring client satisfaction, facilitating communication with clients, and leveraging knowledge of financial products to assist in sales efforts and relationship building with Registered Investment Advisors.

The Senior Client and Privacy Risk Analyst will oversee the execution of a risk program, including anti-money laundering, client risk, and privacy. Responsibilities include monitoring compliance, conducting reviews, developing training, and managing privacy vulnerabilities. The role requires collaboration with various stakeholders to ensure adherence to privacy regulations and effective risk management practices.

The Client Services Manager will lead the client services team, ensuring exceptional client satisfaction by managing relationships, driving business growth, and analyzing team performance metrics. The role involves mentoring staff, coordinating with departments, managing vendor relationships, and ensuring compliance with industry standards, while staying abreast of trends in client services.

As an Operations Associate, you will execute operational tasks, assist with data entry and transaction processing, resolve routine issues, and support the Orion Platform while collaborating effectively with team members.

As a Sales Coordinator, you will manage and coordinate sales activities to support the sales team, prepare reports and proposals, maintain Salesforce information, make outbound calls, assist with marketing, and help organize training for new hires. You will also participate in industry training and develop a strong understanding of company products and the investment management industry.

As the Program Manager for the Elite Advisor Network, you'll oversee the implementation and continuous improvement of a loyalty program for advisors. Your role involves managing performance, coordinating with cross-functional teams, enhancing program usability, and ensuring compliance. You'll also work on marketing strategies and budget management while providing updates to key leaders.