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 • • • 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
Open Positions
Premier Support Advocate
High school diploma or associate's or bachelor's degree in business administration or related field, 2 years of experience working with Orion technology, ability to work effectively with stakeholders
Risk Auditor
Bachelor's degree in Accounting, MIS, or related field; certified in internal auditing or public accounting; 1-3 years of experience in auditing or accounting
Investment Strategist
3+ years of investment experience, Bachelor's degree, Series 65 required
Principal Software Engineer
10+ years of experience, mastery of C#, advanced SQL expertise, and broad architectural pattern knowledge
Client Solutions Consultant
5+ years of experience, bachelor's degree, and ability to effectively manage multiple projects simultaneously
Sales Coordinator
6 months customer service experience, Bachelor's degree in Business Administration, Finance, or related field, Series 65 license or Series 7 and 66 licenses
Internal Sales Consultant (10a-7p CT or 9a-6p MT)
One year of customer service or inside sales experience, experience working in the Financial Services industry, and a bachelor's degree in business administration, Finance or related field
Compliance Analyst
3-5 years of experience in compliance, risk, audit, regulatory operations, or financial services compliance roles, Bachelor’s degree or equivalent experience
Senior Security Analyst
6+ years of experience in Information Technology, Cybersecurity, Application Development, or related field, and a minimum of 3 years of experience with security tools and technologies
Advisor Growth Consultant
Bachelor's degree, 5+ years of sales experience, Series 65 license
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