Collaborate with Portfolio Consultant and Business Development Associate on new business cases
Work closely with Portfolio Managers and Investment Strategists with ongoing service of accounts
Build daily/ongoing relationships with Advisors and maintain/support internal staff relationships with Client Service, Operations, and Trading
Handle Operations Support Cases
Manage team members within department including but not limited to hiring, training, and developing employees, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions
Mentor team members through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used
Coordinate all paperwork with Business Development Associate, Investment Strategist, Operations and the advisor’s team
Lead a department or large functional area, overseeing multiple teams and managers to deliver on strategic and operational objectives
Influence and allocate departmental resources to achieve financial, performance, and service outcomes. Set clear goals, metrics, and accountability standards to measure progress against business targets
Coach senior managers and emerging leaders, ensuring effective succession planning, performance management, and leadership readiness across the department
Build a culture of accountability, continuous improvement, and inclusion by modeling effective leadership, reinforcing company values, and promoting teamwork across teams and business lines
Drive process optimization and operational excellence by identifying and implementing improvements that enhance quality, scalability, and efficiency
Make decisions impacting departmental goals, priorities, and resource utilization; escalates complex or cross-functional issues to senior leadership as needed
Strengthen cross-functional consistency through clear communication, data-backed insights, and proactive engagement with peers and executive stakeholders
Anticipate future business needs, aligns department plans with enterprise strategy, and contributes to long-range organizational planning and innovation
We’re looking for talent who
Has 7+ years of customer service/investment industry experience
Has a minimum of 1 year of management/leadership experience
Possess experience working within financial services industry .
Possess experience with Salesforce
Has a minimum of a Bachelor of Science/Business Administration or related field
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
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Recommended Skills
Change Management, Conflict Resolution, Cross-Functional Collaboration, Decision Making, Financial Management, Onboarding, Performance Optimizations, Risk Management, Strategic Thinking, Technical Integration
Salary Range
$123,491.00 - $196,279.00 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
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
