About this Opportunity:
As a Qualified Plans Trading Manager, you will be a member of the Orion Portfolio Solutions Trading team and is responsible for managing the individuals providing administrative support for qualified retirement plans and their participants’ accounts at Orion Portfolio Solutions. 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; 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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Process and follow up on daily activity for qualified plans, including 401(k), 403(b), 457, Solo(k), Defined Benefit and SEP/Simple IRAs
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Manage the team responsible for:
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Daily reconciliation of participant accounts to match plan activity
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Actioning advisor’s requests for changes to their client’s accounts
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Entering redemptions and transfers; including systematic distributions
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Processing contributions and loan repayments
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Trading accounts to strategist or advisor directed models and maintaining fund availability for each
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Performing trade corrections when needed
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Maintain a daily routine to ensure all new plan functions and maintenance have been completed
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Collaborate with vendors, representatives and/or internal clients to resolve issues regarding processing of new accounts
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Cross-train on all related account types and provides back-up support as needed
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Act in accordance with meeting the larger goals of the OPS Trading Team
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Look for process improvements to improve scalability and reduce risk as the business continues to grow
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Own projects assigned
We're looking for talent who:
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Has ability to be proactive; have a desire to make improvements and increase scalability
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Preferably has minimum of a Bachelor’s degree Business Administration or a related field
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Has FINRA Series 65 or ability to obtain within 90 days of employment
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Obtains Orion Industry Certification
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Has minimum of 3 years working in financial industry
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Preferably has minimum of 1 year of management experience
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Preferably has experience working in qualified account role
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Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
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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