Company · 89 open roles
Careers at Orionadvisor
Orionadvisor has 89 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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89 positions at Orionadvisor
Senior Staff Software 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…
Client Support Manager
Orionadvisor·Lehi
About this Opportunity: As a Client Support Manager, you will lead a client support team responsible for delivering consistent, high-quality service across defined technology and subject areas. This role owns day-to-day team performance, employee development, and operational exec…
SVP, Wealth Strategy
Orionadvisor·San Francisco
About this Opportunity: As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management’s wealth product, platform, and advisor experience organization. This role defines the strategic agenda, investment priorities, roadmap, and …
VP, Enterprise Delivery
Orionadvisor·Greater Omaha Area
We're a team with ambitious goals and high expectations of ourselves and the people around us. When our clients succeed, we succeed. That's why we're relentlessly focused on outcomes, accountability, and creating exceptional experiences for our most strategic partners. We move q…
Trader (8:00a-5:00p CT)
Orionadvisor·Greater Omaha Area
About this Opportunity: As a Trader, you will execute all day-to-day trading functions for advisors and clients including mutual fund and ETF trade placement, rebalances, trade reconciliation, list bill processing, incoming cash allocations, trade rejects, and corrective trad…
Wealth Solutions Product Manager
Orionadvisor·Greater Philadelphia Area
About this Opportunity: As a Wealth Solutions Product Manager, you will join the Wealth Product and Platform team to help develop, launch, and manage innovative wealth management services and solutions for financial advisors and their clients. In this role, the Wealth Solutions …
FinTech Relationship Consultant
Orionadvisor·Greater Omaha Area
About this Opportunity: As a FinTech Relationship Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also involves collaborating with the Summit onboarding and product teams t…
Premier Technical Support Specialist
Orionadvisor·Greater Omaha Area
About this Opportunity: As a Premier Technical Support Specialist focused on Advisor Portal, you will provide consultative technical support to advisory firms and internal partners. This role supports key Advisor Portal workflows, including proposals, new account opening, account…
Practice Management Lead
Orionadvisor·Lehi
About this Opportunity: As a Practice Management Lead, you will serve as a consultative partner to financial advisory firms, helping advisors build healthier, more scalable, and more valuable businesses. This role evaluates advisor business operations, identifies opportunities fo…
Senior Software Engineer
Orionadvisor·Greater Omaha Area
About this Opportunity: The Senior Software Engineer leads the design, development, and evolution of Orion’s modern cloud-native technology stack. This role architects end-to-end systems, sets and drives engineering standards, identifies long-term platform investments, and lever…
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…
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 …