Search the 6 jobs at Orion

The Client Services Manager will lead the client services team, ensuring exceptional client satisfaction and managing relationships. Responsibilities include performance measurement, ongoing coaching, resolving servicing concerns, managing vendor relationships, and compliance enforcement. The role requires strong communication skills and industry knowledge to drive business growth and improve client experiences.

As an Accounting Manager, you will oversee general accounting functions including ledger management, accounts payable, payroll, and audit preparation. You'll implement accounting policies, mentor team members, ensure accurate transaction recording, reconcile accounts, and manage vendor relationships. This role requires collaboration on financial reports, system modifications and compliance with corporate standards.

The M&A Project Manager will oversee projects related to mergers and acquisitions, coordinating with advisors and internal teams to manage project scope, execution, and documentation. Responsibilities include handling data downloads, auditing data, and mediating between firms while maintaining confidentiality. The role requires excellent time management and relationship-building skills, as well as knowledge of the Orion system.

As an Internal Sales Consultant, you'll develop business relationships, maximize sales in an assigned territory, make outbound calls, schedule appointments, and assist clients with investment strategies. You'll also work closely with sales and marketing teams and serve as a product expert.

The M&A Project Manager will be responsible for managing various projects related to mergers and acquisitions, working directly with advisors on data downloading, auditing, and historical conversions, while ensuring legal compliance and maintaining confidentiality. This role involves coordinating across multiple internal teams and supporting external advisors.

The Accounting Manager will oversee general accounting functions, manage the accounting team, ensure accurate reporting of financial transactions, and aid in audits and tax compliance. Responsibilities include developing policies, mentor team members, manage vendor relationships, and prepare financial reports.