Senior Onboarding and Transition Analyst

As a Senior Onboarding and Transition Analyst, you will be responsible for overseeing the transitioning of new Wealth Advisory relationships to ensure a smooth experience for the advisors and clients.  In addition, the role works closely and supports the entire Wealth Advisory team including the Business Development Associates, Portfolio Consultants, Senior Portfolio Managers, the Associate Head of Wealth Advisory and Head of Wealth Advisory. 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.

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: 

• Serve as a decision maker for exceptions and unique requests while assessing the risk to the firm of accommodating such requests and what value it will add to the relationship versus the potential risk

• Own the relationship between operations and the Wealth Advisory team to develop a strong working relationship of collaboration and teamwork

• Serve as a relationship manager for Wealth Advisory households that have completed the onboarding process while handling all operational and service matters 

• Evaluate process improvement opportunities and ways to enhance the onboarding experience

• Work closely with the Wealth Advisory team to create a seamless experience for our advisors and clients while addressing special circumstances and requests

• Deliver concierge service by serving as the point of contact to transition new high net worth relationships to Wealth Advisory   

• Perform quality assurance measures and testing for the Wealth Advisory Team

• Coordinate paperwork with Business Development Associate, Investment Strategist, Operations, and the advisor’s team

• Build relationships with Advisors to help to elevate their client’s experience in working with Wealth Advisory   

• Manage multiple tasks/priorities and while maintaining strict deadlines

• Serve as a mentor by promoting our Service Vision and Principles to internal team  

• Conduct ad hoc projects as needed

We're looking for talent who:

• Has a minimum of high school diploma or equivalent and preferably a Bachelor’s Degree in Finance, Business or related major

• Obtain Orion Industry Certification

• Has minimum of 5 years of industry experience and relationship management

• Preferably has experience with Salesforce

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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