Company · 64 open roles
Careers at Orionadvisor
Orionadvisor has 64 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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64 positions at Orionadvisor
Senior Software Engineer
Orionadvisor·Lehi
Job Profile Summary: The Senior Software Engineer is responsible for designing, developing, and evolving scalable software systems across Orion’s platform. This role operates across the full stack, leveraging React/Next.js and Ruby on Rails, and is expected to make high-quality t…
Premier Technical Account Manager
Orionadvisor·Greater Omaha Area
About this Opportunity: As a Premier Technical Account Manager you will serve as the strategic technical partner and primary relationship owner for assigned high-value advisory firms. This role combines deep platform expertise, consultative advisory capability, and portfolio man…
Premier Technical Account Manager
Orionadvisor·Omaha, Nebraska, United States
Premier Technical Account Manager at Orionadvisor. Location: Omaha, Nebraska, United States. Role: serving clients, leading projects, managing relationships Requirements: Associate's degree preferred; 3+ years in client service/customer success/financial services; experience with…
Senior Financial Billing Analyst
Orionadvisor·Greater Omaha Area
About this Opportunity: As a Senior Financial Billing Analyst, you will play a key role in ensuring accurate and timely billing processes, revenue recognition, and financial reporting. The ideal candidate has strong analytical skills, attention to detail, a deep understanding of…
Sales Coordinator
Orionadvisor·Omaha, Nebraska, United States
Sales Coordinator at Orionadvisor. Location: Omaha, Nebraska, United States. Role: preparing proposals, maintaining salesforce, supporting sales Requirements: Support sales operations, prepare proposals and reports, maintain Salesforce, obtain Series 65 or Series 7+66 within 90 d…
Senior Financial Billing Analyst
Orionadvisor·Omaha, Nebraska, United States
Senior Financial Billing Analyst at Orionadvisor. Location: Omaha, Nebraska, United States. Role: managing billing, analyzing data, mentoring analysts Requirements: Bachelor's degree, minimum 3 years experience, strong analytical and communication skills, billing systems expertis…
Quantitative Portfolio Manager
Orionadvisor·Greater Philadelphia Area
About this Opportunity: As a Quantitative Portfolio Manager, you will be responsible for assisting in the management of quantitatively-driven equity strategies. This role requires deep expertise in equity markets, quantitative modeling, and portfolio construction. This position a…
Quantitative Portfolio Manager
Orionadvisor·King of Prussia, Pennsylvania, United States
Quantitative Portfolio Manager at Orionadvisor. Location: King of Prussia, Pennsylvania, United States. Role: managing portfolios, monitoring performance, conducting research Requirements: Bachelor's degree and 5+ years experience in portfolio management; CFA and Series 65 requir…
Manager, HR Operations
Orionadvisor·Greater Omaha Area
About this Opportunity: As Manager of HR Operations, you will manage day-to-day HR Operations programs that shape the team member and manager experience across benefits, leave, accommodations, compliance, and operational processes. You will lead a small, high-impact team while s…
Implementation Project Manager
Orionadvisor·Omaha or Philadelphia or Lehi
Implementation Project Manager at Orionadvisor. Location: Omaha or Philadelphia or Lehi. Role: leading projects, coordinating teams, customizing onboarding Requirements: 3+ years project management experience, 2+ years leading client-facing projects, strong stakeholder engagement…
Onboarding Specialist
Orionadvisor·Omaha or Philadelphia or Lehi
Onboarding Specialist at Orionadvisor. Location: Omaha or Philadelphia or Lehi. Role: managing onboarding, coordinating conversions, tracking interactions Requirements: Bachelor's degree in Business/Finance required, 1+ year onboarding/implementation and account management experi…
Client Operations Support Specialist
Orionadvisor·Lehi
About this Opportunity: The Client Operations Support Specialist is a frontline support professional responsible for handling client inquiries across phone, chat, and case channels. This role focuses on resolving foundational questions, guiding clients through core workflows, and…
Service Team Specialist
Orionadvisor·Greater Omaha Area
About this Opportunity: As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to grow w…
FinTech Support Specialist – Trading & Tax Solutions
Orionadvisor·Omaha or Philadelphia
FinTech Support Specialist – Trading & Tax Solutions at Orionadvisor. Location: Omaha or Philadelphia. Role: resolving issues, leading audits, mentoring specialists Requirements: Minimum 2 years financial industry experience; expert knowledge of cost basis, tax lot reconciliation…
Trading & Cost Basis Subject Matter Expert
Orionadvisor·Omaha or Philadelphia
Trading & Cost Basis Subject Matter Expert at Orionadvisor. Location: Omaha or Philadelphia. Role: resolving discrepancies, leading audits, mentoring specialists Requirements: Minimum 2 years financial industry experience; subject-matter expertise in cost basis, tax lot reconcili…
Cost Basis & Trading Solutions Analyst
Orionadvisor·Omaha or Philadelphia
Cost Basis & Trading Solutions Analyst at Orionadvisor. Location: Omaha or Philadelphia. Role: resolving discrepancies, leading audits, validating platforms Requirements: Minimum 2 years financial industry experience; strong cost basis/tax lot knowledge, audit and UAT experience …
Business Process Automation Lead
Orionadvisor·Omaha or Philadelphia or Cincinnati
Business Process Automation Lead at Orionadvisor. Location: Omaha or Philadelphia or Cincinnati. Role: designing automation, building integrations, developing pipelines Requirements: Minimum high school/GED and 3+ years experience. Strong Python and SQL skills, REST API and JSON …
Senior Program Manager, Automation
Orionadvisor·Omaha or Lehi or Jacksonville or King of Prussia
Senior Program Manager, Automation at Orionadvisor. Location: Omaha or Lehi or Jacksonville or King of Prussia. Role: leading programs, managing initiatives, analyzing data Requirements: 5+ years managing large enterprise programs, experience with automation technologies (RPA, wo…
Senior Business Intelligence Analyst
Orionadvisor·Omaha or United States
Senior Business Intelligence Analyst at Orionadvisor. Location: Omaha or United States. Role: analyzing data, building dashboards, communicating insights Requirements: Bachelor's in a related field, 5+ years data analyst experience, 2+ years SQL, 2+ years building dashboards in P…
Senior Staff Engineer
Orionadvisor·Greater Omaha Area
About this Opportunity: As a Senior Staff Engineer, you will utilize your advanced professional expertise and experience to enhance and maintain the software products developed by Orion. You will operate as an AI-native engineer, having fully integrated AI tools and workflows int…
Senior Wealth Management Marketing Manager
Orionadvisor·King of Prussia or Pennsylvania
Senior Wealth Management Marketing Manager at Orionadvisor. Location: King of Prussia or Pennsylvania. Role: leading campaigns, driving pipeline, managing stakeholders Requirements: Bachelor's degree and 10+ years marketing experience required; experience in financial services/we…
Senior Staff Software Engineer
Orionadvisor·Omaha, Nebraska, United States
Senior Staff Software Engineer at Orionadvisor. Location: Omaha, Nebraska, United States. Role: develop features, design solutions, guide reviews Requirements: Mastery of C#/.NET, strong front-end and SQL skills, AWS expertise, Git/CI/CD, security and architecture experience; 10+…
Customer Experience Representative
Orionadvisor·Greater Omaha Area
About this Opportunity: The Customer Experience Representative is a frontline support professional responsible for handling client inquiries across phone, chat, and case channels. This role focuses on resolving foundational questions, guiding clients through core workflows, and e…
Customer Success Associate
Orionadvisor·Greater Omaha Area
About this Opportunity: The Customer Success Associate is a frontline support professional responsible for handling client inquiries across phone, chat, and case channels. This role focuses on resolving foundational questions, guiding clients through core workflows, and ensuring …