About this Opportunity:
As a Mergers and Acquisitions Project Manager, you will be responsible for working directly with advisors using Orion who are looking to bring on additional books of business. The M&A Project Manager will also work with the advisors to setup new download interfaces with custodial partners, help advisors audit their downloading data, and assist advisors through their historical conversion project. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Sacramento, CA; Hebron, KY.
For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In this role, you'll get to:
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Work independently on projects that fall outside of the normal M&A project outline and assess if the advisors request can be accomplished
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Mediate projects between firms, maintain legal boundaries and uphold high level of confidentiality
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Assist in submitting multi-level programming projects while coordinating multiple internal teams for efficiency.
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Acts as project manager and participates in special projects supporting advisors outside of Onboarding.
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Helps with requests from Service Teams, SME Teams, vendors and other internal teams as necessary.
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Works directly with advisors and appropriate internal resources to develop project scope and document all work, adapts to changes and manages project execution, timelines, and expectations.
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Reports, tracks and escalates projects and issues to leadership as needed.
We're looking for talent who:
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Excellent time management skills to balance work load and project priorities.
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Minimum of a bachelor's degree in Business Administration, Finance or related field required.
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Obtain Orion Series Industry Certification.
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Minimum of 1- 3 years experience working within financial services, technology, or customer service industries preferred.
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Demonstrated advanced knowledge of Orion Tech’s system and app interaction required.
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Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-AP1
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Salary Range:
$61,147.00 - $91,054.00
The 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.
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.
Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses
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Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
Our Social Media Disclosure: https://bit.ly/3oTnWu7
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