Orion

Account Executive

• As an Account Executive, you will assist in sales efforts to promote the growth and retention of agreements and relationships and will find ways to gain new revenue
• This role will foster and develop relationships with an assigned list of custodians, IBD clients, reseller partners, other partners, and the technology and asset management external and internal sales teams.
• Find new and expands existing marketing partnership agreements and relationships to gain new revenue
• Identify additional business opportunities resulting in an effort to increase sales and new revenue
• Partner with internal and external sales teams to create sales opportunities and accelerate the sales process with quarterly strategic calls generating leads with custodians and their sales teams, industry consultants and integration partners
• Build relationships with fellow team members covering custodians, integration partners, industry consultants, top BD/RIA clients, large institutions and other similar opportunities, and Orion Sales team members
• Maintain accurate, up-to-date and detailed CRM database for the profiling of custodians and their sales teams, industry consultants and integration partners and other relationships, sales funnel, notes, calendar, appointments and other pertinent information
• Prepare and communicate a profile/at a glance view for each relationship on a regular basis
• Regularly attend conferences, host webinars and conference calls, and engage in other activities to build new relationships and enhance existing ones
• Host a strategic quarterly call with each of the primary relationships, with an E-team member discussing topical items for the Orion roadmap to help the partnership. Goals of informing and necessary tactical follow up items for opportunities to cross sell and resolve issues
• Continually learn and become proficient in all of Orion’s product offerings
• Be assigned and successful in attaining individual and team goals, established Rocks and KPIs.

Program Manager

• Lead enterprise-scale automation programs from strategy through delivery and optimization
• Manage multiple concurrent initiatives across departments and technology teams
• Define program roadmaps, delivery milestones, governance frameworks, and success metrics
• Coordinate cross-functional teams including engineering, RPA developers, data teams, and business stakeholders
• Identify and manage risks, dependencies, and program escalations
• Identify high-impact automation opportunities across operational workflows
• Partner with automation engineering teams to deliver solutions using RPA, workflow automation, AI, or orchestration platforms
• Establish frameworks for automation intake, prioritization, and value realization tracking
• Ensure automation solutions are scalable, secure, and aligned with enterprise architecture
• Use SQL or basic query languages to analyze operational datasets and automation performance metrics
• Measure program outcomes including efficiency gains, service improvements, and cost reductions
• Partner with analytics teams to build reporting dashboards and operational insights
• Use data to continuously optimize automation pipelines and prioritization
• Partner with senior leaders across operations, technology, and product teams
• Communicate automation strategy, program status, and results to executive leadership
• Drive organizational adoption of automation solutions and process improvements
• Establish governance standards and delivery best practices for automation programs
• Ensure alignment with compliance, risk, and enterprise technology policies
• Continuously evaluate program performance and refine automation strategy.

Senior Program Manager, Automation

DevOps Engineer

• help to ensure the health, efficacy, and performance of our applications within our platforms and the management of our release processes
• focus on understanding application needs, creating quality release strategies and guidance
• mentor project teammates on appropriate AWS cloud solutions for business problems
• mentor fellow DevOps engineers
• establish patterns and guidance for architecting applications to be cloud native
• releasing work product that enables the organization to deliver at the speed of business
• keenly aware of cloud computing industry and release automation trends to solve technical challenges
• strive to create reliable, secure, performant and cost-effective solutions

Senior DevOps Engineer

Product Manager

• own and maintain the product roadmap for your assigned product area(s), aligned to business goals and customer needs
• define, validate, and refine the product vision and strategy in partnership with leadership, design, engineering, and key stakeholders
• set and track clear success metrics (OKRs/KPIs) to measure product performance and business impact
• conduct ongoing user research, client interviews, usability testing, and data analysis to identify pain points and opportunities
• prioritize solving customer problems and delivering measurable value, not just feature delivery
• champion a hypothesis-driven and experimentation mindset in product development
• translate insights into clear, detailed user stories, requirements, acceptance criteria, and prototypes
• prioritize and manage the product backlog, balancing new features, technical debt, and bug fixes using data-informed prioritization frameworks
• partner closely with engineering, design, and QA to plan, execute, and deliver high-quality releases in an Agile environment
• validate releases post-launch through adoption metrics, user feedback, and performance data
• act as the primary product expert internally and externally, educating teams on product capabilities, positioning, and roadmap
• collaborate with Marketing, Sales, and Service teams to support go-to-market activities, product messaging, and client education
• build trusted relationships with clients, gathering feedback and representing their voice in product decisions
• support revenue growth by assisting Business Development and Sales teams with strategic client opportunities
• stay informed on industry trends, competitive landscape, technology advancements, and regulatory changes impacting your product area
• advocate for user experience consistency, working closely with UX teams to enhance product usability and accessibility
• identify, track, and mitigate product risks proactively

Artificial Intelligence

• Lead delivery of RPA and workflow automation initiatives across core operational areas, including service, onboarding, and back-office
• Translate operational problems into scalable automation and process redesign solutions
• Prioritize and sequence work based on business impact, technical readiness, and team capacity
• Implement RPA solutions using platforms such as UiPath, Automation Anywhere, Blue Prism, or equivalent tools
• Guide design and refinement of LLM-assisted and AI-enabled workflows with appropriate controls and governance
• Partner with process owners to identify automation-ready processes and design exception-only workflows
• Use AI-assisted development tools and modern build workflows to help scale automation delivery, accelerate prototyping, and improve development throughput
• Stay closely engaged through design, build, testing, deployment, and production optimization
• Track and report on automation outcomes, including cycle time reduction, capacity released, error prevention, and quality improvement
• Partner across Operations, Technology, Data, and Risk to ensure solutions are effective, sustainable, and compliant
• Identify and prioritize deeper automation opportunities based on performance data and operational signals
• Lead and develop high-performing teams with a strong execution mindset and commitment to delivering real results

Director – Intelligent Automation, AI Operations

Business Analyst

• responsible creating long- and short-term forecasts for multiple business lines
• build and maintain dynamic dashboards that visualize key metrics
• implement continuous improvements in the forecasting process
• closely collaborate with operational teams
• analyze and understand call volume drivers and trends
• provide variance analysis of several key metrics
• proactively determine risk and opportunities through scenario analysis
• identify trends in Average Handle Time (AHT) and occupancy to recommend process improvements
• develop a short, mid and long-term forecast based on our service delivery strategy

Senior Workforce Management Analyst

Support Engineer

• Serve as a frontline point of contact for client inquiries across phone, chat, and case channels with professionalism and urgency
• Provide clear training, guidance, and best practices to help clients navigate the workflows or platform topics they need support with, using your established support resources
• Troubleshoot entry-level workflows, platform navigation issues, feature questions, and data-related inquiries
• Maintain strong adherence to schedules and support queue coverage across required channels
• Own assigned Priority 1 (P1) and aged cases to completion, ensuring timely updates and accurate Salesforce documentation
• Strive for first-contact resolution while minimizing unnecessary transfers
• Maintain clean, complete case documentation that meets internal quality and audit standards
• Stay up to date on platform updates, release notes, required certifications, and internal learning content
• Identify opportunities to simplify client workflows or improve documentation and escalate through proper channels
• Collaborate with peers, Service Leads, Technical Leads, and Managers to support coordinated client outcomes
• Operate as a frontline contributor focused on delivering accurate, timely, and professional support across chat, phone, and case channels
• Expect to build foundational proficiency within their assigned technology area (Orion or Redtail) while actively progressing through required certifications and learning pathways
• Demonstrate first-contact resolution mindset and ownership of inquiries
• Maintain strong performance across core service metrics including NPS, adherence, acceptance rate, quality, and documentation accuracy to support reliable service delivery
• Escalate suspected product issues only after basic troubleshooting and documentation
• Contribute to team improvement by identifying client trends or documentation gaps
• Adhere to hybrid expectations and maintain a professional presence in all interactions
• Provide advanced support across multiple applications, workflows, or data paths within your technology band
• Troubleshoot more complex, multi-step workflows and identify upstream/downstream impacts across tools
• Recognize potential production incidents (“product pulse”) and escalate with context to Technical Leads
• Submit or promote high-impact enhancement ideas in the Idea Portal (JDP) based on real client feedback
• Participate in HOVs or strategic engagements when assigned to support subject-area expertise
• Support onboarding efforts through shadowing, training reinforcement, and workflow coaching
• Maintain certifications across multiple subject areas and expand knowledge breadth
• Contribute to documentation updates, internal knowledge resources, and workflow improvement opportunities
• Work collaboratively across pods to ensure seamless client handoffs and consistent client outcomes
• Operate as a multi-skilled contributor who supports a broader range of subject areas within their primary technology band (Orion or Redtail), demonstrating increased technical depth and platform fluency
• Diagnose more complex client issues by understanding integrated workflows and system dependencies contributing to higher rates of first-contact resolution
• Maintain strong performance across KPIs, including adherence, acceptance rate, quality, and NPS, while balancing increased complexity
• Recognize potential production issues (“product pulse”) and escalates patterns, defects, or recurring problems to Technical Leads with clear reproduction steps and context
• Contribute to team readiness through mentorship, peer support, and onboarding participation
• Engage in process improvement by identifying gaps in documentation and supporting updates when appropriate
• Advance continuous learning by maintaining multiple certifications within their technology band and preparing for cross-tech training as they progress toward Client Support Engineer eligibility
• Demonstrate professionalism, ownership, and consistency across all client interactions, including participation in HOVs or specialized engagements when assigned

Client Support Technician

Business Development Rep

• Represent Orion in its sales efforts to promote its services to Registered Investment Advisors
• Increase sales within the region by supporting the VP, Regional Sales
• Cold calls and proactively hunts for new advisors
• Develop relationships with Independent Advisors, Registered Investment Advisors (RIAs)
• Logs activity in Salesforce and keeps up to date
• Maintain a thorough understanding of all company products

Business Development Consultant

Full-stack Engineer

• designs, develops, tests and deploys applications by writing new code and improving existing code ensuring applications work properly
• provides support for design, development and implementation of application development projects
• understands and uses best practices and standard guidance
• understands and debugs different tiers of the application, UI, API, and database
• able to create and modify routine, low impact code
• troubleshoots and debugs system inefficiencies
• assists in maintaining databases accuracy and stability
• identifies and troubleshoots issues with various sites or programming code and fix any resulting problems
• secures applications against hacking vulnerabilities
• maintains a high level of technical knowledge in all applicable programming languages and database formats
• mentors other developers while acting as a resources for input and advice
• identifies and fixes resource bottlenecks
• identifies technical challenges and propose innovative solutions to address them
• mentors and guides junior engineers, providing technical guidance and fostering a culture of learning and growth
• participates in architectural discussions and contribute to the evolution of the technical roadmap
• stays up-to-date with the latest industry trends, technologies, and best practices
• troubleshoots and resolves complex technical issues in collaboration with the broader engineering team
• collaborates with cross-functional teams to drive projects to successful completion within the specified timeframe
• continuously optimizes and improves existing systems and processes for enhanced performance and efficiency

Senior Software Engineer

• lead the design, development, and evolution of Orion’s modern cloud-native technology stack
• architect end-to-end systems, set and drive engineering standards, identify long-term platform investments
• leverage deep expertise in AWS, serverless patterns, distributed systems, C#/.NET, SQL, and modern application development
• tackle Orion’s most complex technical challenges, chart the course for major engineering initiatives
• ensure solutions are reliable, scalable, secure, cost-efficient, and aligned to business outcomes
• define the architectural vision for cloud-native, event-driven systems
• lead design for new platforms, subsystems, and cross-cutting capabilities
• build and maintain infrastructure-as-code and CI/CD pipelines
• serve as Orion’s top technical expert in AWS architecture and serverless engineering
• provide guidance, mentorship, and direction to engineers and tech leads
• drive adoption of new AWS services and emerging technologies
• partner with Product, Security, DevOps, and business stakeholders

Principal Software Engineer

Customer Support

• Provide basic technical support and assistance to customers via e-mail, phone, or chat
• Address and respond to customer inquiries on products and services, including installation, operational functions, troubleshooting, and maintenance
• Answer incoming customer telephone calls in a courteous and professional manner
• Respond to and investigate customer inquiries, concerns and issues in a timely and courteous manner
• Provide customers with preventive maintenance and configuration recommendations
• Record and route customer requested changes in an appropriate manner
• Escalate more complex inquiries to a higher-level support team
• Answer customer inquiries and provide accurate technical and/or product-related information
• Research, troubleshoot and resolve customer complaints, technical problems and/or billing issues
• Follow up with customers consistently when necessary
• Obtain customer feedback openly and without judgement
• Effectively communicate customer issues, feedback and concerns to all applicable internal staff members
• Document support interactions, including details of inquiries, complaints, comments, and actions taken in customer database and/or Salesforce
• Organize and maintain case assignments and correspondence
• Maintain working knowledge of products and/or services
• Stay up-to-date on industry terminology
• Stay current on internal company communications
• Prepare correspondence for company ticketing system as needed
• Able to use one’s time effectively and productively
• Effectively prioritize and manage multiple tasks
• Maintain prompt attendance and timeliness
• Respond to all employee inquiries via all company media
• Work under close supervision of the Client Service Manager(s)

Customer Service Representative

Security Engineer

• Develop and operate Orion’s cybersecurity risk management process, including risk identification, assessment, treatment, management reporting, metrics, and effectiveness monitoring
• Manage and continuously improve the security exception process, including reporting
• Drive compliance activities against relevant cybersecurity frameworks, standards, and regulatory requirements
• Operate and further develop the Information Security Management System (ISMS)
• Maintain, update, and improve cybersecurity policies, instructions, and guidelines
• Coordinate and support security assessments, audits, and control reviews
• Provide GRC guidance to internal stakeholders to support informed, risk based decision making
• Develop and support cybersecurity training and awareness

Senior Cybersecurity GRC Specialist

• responsible for the maintenance and development of new software in a client/server environment
• designs, develops, tests and deploys applications by writing new code and improving existing code
• provides support for design, development and implementation of application development projects
• understands and uses best practices and standard guidance
• understands and debugs different tiers of the application, UI, API, and database
• able to create and modify routine, low impact code
• troubleshoots and debugs system inefficiencies
• maintains databases accuracy and stability
• identifies and troubleshoots issues with various sites or programming code and fix any resulting problems
• secures applications against hacking vulnerabilities
• mentors other developers while acting as a resource for input and advice
• participates in architectural discussions and contributes to the evolution of the technical roadmap

Growth Marketing

• Execute territory sales plans through virtual and in-person strategies to drive increased sales of core and qualified plan assets
• Represents Orion and its products to advisors knowledgeably enabling advisors to identify benefits of Orion products
• Travel to, staying overnight to work industry conferences in the region to find new opportunities
• Works closely with Senior Advisor Consultants to develop and execute business plans to maximize territorial sales
• Logs activity in Salesforce and keeps updates to support sales pipeline
• Attends ongoing training to maintain knowledge of all markets and industry developments

Growth Consultant

Auditor

• conducting thorough and analytical assessments of IT and operational controls and processes
• evaluate internal controls, processes, and procedures to ensure effectiveness and compliance with laws, regulations, and internal policies
• assists in preparing scopes of audits and prepares risk-based audit plans and standards to document audit findings
• identifying weaknesses and improper accounting or compliance to control procedures or regulations
• provides recommendations for operating policies and procedures based on independent judgment of corrective action needed

Account Executive

Senior Program Manager, Automation

Senior DevOps Engineer

Product Manager

Director – Intelligent Automation, AI Operations

Senior Workforce Management Analyst

Client Support Technician

Business Development Consultant

Senior Software Engineer

Principal Software Engineer

Customer Service Representative

Senior Cybersecurity GRC Specialist

Senior Software Engineer

Growth Consultant

Risk Auditor