Search the 5 jobs at Orion

The Head of Wealth Management Product will lead the product roadmap, focusing on platform technology and investment solutions. Responsibilities include overseeing technology optimizations, establishing partnerships, managing pricing strategies, and executing go-to-market plans. The role also involves engaging with advisors for feedback and conducting market analysis to drive product innovation and effectiveness.

The Associate Investment Strategist will aid in analyzing client portfolios, generate proposals, and support due diligence processes. This role involves understanding client goals, creating portfolio analytics, and articulating investment strategies to clients and advisors. It requires engagement with various stakeholders and maintaining knowledge of OCIO's service offerings.

The Investment Strategist will develop investment strategies, recommend product selection, assist with asset allocation, and support the portfolio management team. Responsibilities include analyzing client goals, creating proposals, reviewing client allocations, and maintaining knowledge of investment products. Effective communication with advisors and stakeholders is essential.

The Senior Cloud Data Engineer will maintain a real-time data streaming platform using AWS services, design and implement data pipelines, manage cloud data targets, and craft SQL queries for data accuracy and efficiency. The role requires expertise in data engineering and cloud technologies to fulfill complex data needs.

The Qualified Plans Trading Manager is responsible for overseeing administrative support for qualified retirement plans. This role involves managing daily activities, ensuring account reconciliations, processing transactions, and collaborating with internal and external stakeholders to enhance operational efficiency and scalability.