Orion

Solutions Engineer

• Develop and maintain OT & IT system architecture (including configuration management, technical changes, lifecycle management)
• Ensure implementation follows defined architecture standards and business requirements
• Design, develop and maintain IT solutions within the OT landscape
• Support projects during development and implementation phases
• Contribute to digitalization enabling real-time, data-driven decision-making
• Manage and optimize system lifecycle
• Participate in RFP processes and vendor evaluations
• Assess business needs from an architectural perspective
• Work closely with cross-functional and external stakeholders

Solution Architect – OT, IT

Onboarding Specialist

• project managing the onboarding of new clients of Orion
• serve as primary point of contact between customer, Orion Programming, SME Teams and Orion Tech Support
• manage process between onboarding and subject matter expert teams
• research all aspects of advisor's practice to be used in conversion process
• oversee timeline of conversion project with the historical analyst team
• prove accuracy of historical conversion projects by facilitating the compare of performance and quarterly reports
• review Information from Schedule D, creates Project Plan, and provides status updates during weekly conference calls
• send audit files to client and develops timelines for initial quarterly statement run
• process client requests regarding creation, update or cancellation of client, registration, and account or billing information
• make decisions based on facts and circumstances
• be responsible for setting up entire database framework
• lead weekly status phone call with client
• obtain required information from advisors and fund families
• determine and implement database settings for performance evaluations for quarterly reporting
• track and maintain all customer interactions via Salesforce.com CRM
• collaborate with SME teams to ensure Advisors are trained on Orion Connect prior to completion of initial onboarding

Business Analyst

• Resolve escalated, high-complexity cost basis issues involving multi-system discrepancies, ambiguous tax lot scenarios, and advanced corporate action impacts
• Lead and execute audit reviews for accuracy, completeness, and regulatory standards
• Own advanced UAT cycles and validate new platform functionality prior to release
• Identify operational risks within the cost basis function and recommend strategic process improvements
• Document advanced procedures and contribute to the refinement of departmental controls and internal standards
• Serve as the subject-matter expert for internal partners including Product, IT, Operations, and leadership
• Mentor and train Client Support Specialists — Cost Basis on advanced topics, complex case handling, and best practices
• Partner with Product and IT teams on enhancement requests, defect documentation, and release validation
• Coordinate with custodians on complex data issues requiring escalated resolution
• Lead or contribute to documentation redesign and workflow optimization initiatives within the cost basis function

Cost Basis & Trading Solutions Analyst

Customer Support

• resolve escalated, high-complexity cost basis issues involving multi-system discrepancies, ambiguous tax lot scenarios, and advanced corporate action impacts
• lead and execute audit reviews for accuracy, completeness, and regulatory standards
• own advanced UAT cycles and validate new platform functionality prior to release
• identify operational risks within the cost basis function and recommend strategic process improvements
• document advanced procedures and contribute to the refinement of departmental controls and internal standards
• serve as the subject-matter expert for internal partners including Product, IT, Operations, and leadership
• mentor and train Client Support Specialists — Cost Basis on advanced topics, complex case handling, and best practices
• partner with Product and IT teams on enhancement requests, defect documentation, and release validation
• coordinate with custodians on complex data issues requiring escalated resolution
• lead or contribute to documentation redesign and workflow optimization initiatives within the cost basis function

FinTech Support Specialist – Trading, Tax Solutions

Robotics

• Identify manual, repetitive, or error-prone operational processes and design automated solutions that reduce risk and free up team capacity.
• Build and maintain integrations between internal systems, vendor platforms, and proprietary APIs.
• Write Python scripts to extract, transform, and load data between systems and call REST APIs that low-code tools cannot reach natively.
• Develop and maintain data pipelines that move and reconcile data across multiple systems of record.
• Write SQL against MySQL, SQL Server, and Redshift to investigate issues, build operational reports, and validate automated outputs.
• Document workflows, integrations, and runbooks so that automations are supportable by the broader team.
• Partner with Operations, Engineering, and Data teams to gather requirements, prioritize work, and roll out improvements safely.
• Monitor automations in production, triage failures, and continuously improve reliability and observability.

Business Process Automation Lead

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

Technical Account Manager

• serve as the primary strategic and technical relationship owner for assigned Premier advisory firms
• develop deep understanding of each client's business model, operational structure, and strategic goals
• own ongoing client engagement across onboarding, training, adoption, and lifecycle activities
• provide consultative guidance on Orion platform capabilities across multiple functional areas
• anticipate client risks and opportunities by monitoring usage patterns and service trends
• lead periodic business reviews with clients to assess adoption and satisfaction
• manage client inquiries and service issues by coordinating cross-functional teams
• oversee execution of customized workflows aligned to client operating models
• maintain accurate client documentation including reference guides and service records
• serve as project lead for client initiatives, coordinating SMEs, Product, and Development teams
• act as escalation point for complex client situations requiring advanced judgment
• plan and lead onsite or virtual strategic sessions to strengthen executive relationships

Procurement

• Develop and execute sourcing strategies aligned with global and regional business objectives.
• Collaborate across functions with facility management teams, EHS, manufacturing, engineering, quality, and core business stakeholders to ensure aligned decision‑making and seamless project execution.
• Manage supplier relationships, negotiate contracts, and ensure suppliers meet all quality, regulatory, and compliance requirements.
• Conduct market and industry research, benchmarking, and competitive analysis to support informed sourcing decisions.
• Drive initiatives focused on cost optimization, risk mitigation, operational continuity, and sustainability.
• Ensure adherence to internal policies, quality systems, governance frameworks, and legal requirements.

Sourcing Manager, Indirect Procurement

Support Engineer

• provide advanced, consultative technical support to advisory firms and internal partners
• serve as a subject-matter resource across Orion's technology ecosystem
• apply deep platform knowledge and independent judgment to resolve complex technical issues
• guide technology adoption, validate system functionality, and mentor team members
• act as trusted advisors while supporting certification integrity and service excellence
• independently analyze advanced technical issues, configuration challenges, and workflow discrepancies
• provide consultative guidance on Orion platform capabilities (Reporting, Billing, Performance, Advisor Portal, Reconciliation, Trading, and other modules)
• deliver detailed system training and technical guidance to advisors and internal partners
• participate in build-week activities by testing, validating, and certifying system functionality
• collaborate with Product Management and Development teams on defects, enhancements, and functional changes
• act as escalation support for complex technical cases
• document technical configurations, solutions, and best practices
• mentor and coach team members through job-shadowing and real-time guidance
• lead certification efforts and support technical enablement programs

Technical Support Specialist

Compliance

• Responsible for preparation / checking / review of pharmaceutical / quality part (all forms) of registration dossiers and variations /amendments / annual reports / renewals as applicable documents according to EU regulatory requirements.
• To identify and classify the changes as per EU regulatory variation guidance.
• To prepare response to regulatory deficiencies letters according to EU regulatory requirements
• To collaborate with other departments/partners
• To maintain lists/documents/records
• Responsible for keeping Orion internal regulatory system up to date and accurate
• To achieve his/her responsibilities within the agreed timescales
• To actively participate in the development of regulatory skills within the regulatory team by continuous up-dating
• Other possible tasks appointed by Supervisors

Senior Executive, Regulatory Affairs

Therapist

• Regulatory Submissions: Support the preparation, compilation, and maintenance of regulatory submission packages (e.g. Clinical Trial Applications (CTAs) via CTIS, INDs, amendments, annual reports, briefing documents). Coordinate eCTD publishing and document lifecycle management in collaboration with Regulatory Operations or external vendors. Perform quality control checks to ensure submission documents are complete, accurate, and compliant.
• Regulatory Strategy Support: Execute regulatory strategy tasks as defined by senior team members (Regional Regulatory Leads/Global Regulatory Leads). Gather regulatory intelligence to support development decisions. Track regulatory commitments, key milestones, and health authority feedback for ongoing projects.
• Cross-Functional Collaboration: Collaborate closely with Clinical Development, Clinical Operations, Nonclinical Development, Medical Writing, CMC, and external partners to gather necessary data and documents for submissions. Assist in coordinating internal review cycles, consolidating feedback, and ensuring timely approvals of documents. Actively participate in relevant meetings and document key decisions and action items.
• Health Authority Interactions: Assist in preparing for health authority meetings and correspondence, primarily with European authorities (EMA) and FDA. Support the team in developing meeting briefing packages, rehearsing meeting content, and documenting outcomes and follow-up actions from agency interactions.
• Operational & Process Excellence: Maintain internal regulatory trackers, timelines, and submission plans to ensure on-time execution. Support inspection readiness activities and proper archiving of regulatory documents. Contribute to continuous improvement of internal processes, templates, and best practices within the regulatory affairs function.