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Orionadvisor

Financial Services
1949 employeesOmaha, NE
AI + human review

About Orionadvisor

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

Tech stack

Network
Extracted from active job descriptions

Open roles (19)

US roles only: 0 · All: 19

Past positions (34)

Client Support Representative
Greater Omaha Area·3 weeks ago
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Premier Technical Account Manager
Greater Omaha Area·4 weeks ago
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Client Support Specialist- Trading & Cost Basis
Greater Omaha Area·4 weeks ago
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Platform Integration Specialist - Onboarding PM
Greater Omaha Area·1 month ago
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Staff Product Manager
Greater Omaha Area·1 month ago
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VP Enterprise Delivery
Greater Omaha Area·1 month ago
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Marketing Assistant
Greater Omaha Area·1 month ago
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Privacy & AI Governance Program Manager
Greater Omaha Area·1 month ago
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Senior Privacy & AI Risk Analyst
Greater Omaha Area·1 month ago
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Implementation Project Manager
Greater Omaha Area·1 month ago
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Senior Staff Software Engineer
Greater Omaha Area·1 month ago
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Senior Staff Software Engineer
Greater Omaha Area·1 month ago
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VP, Enterprise Delivery
Greater Omaha Area·1 month ago
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Trader (8:00a-5:00p CT)
Greater Omaha Area·1 month ago
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Client Support Manager
Lehi·1 month ago
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SVP, Wealth Strategy
San Francisco·1 month ago
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Director, Wealth Product Strategy
San Francisco·1 month ago
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Wealth Product Strategy Manager
San Francisco·1 month ago
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Wealth Solutions Product Manager
Greater Philadelphia Area·1 month ago
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Financial Technology Solutions Consultant
Greater Omaha Area·1 month ago
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Client Experience Technology Consultant
Greater Omaha Area·1 month ago
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FinTech Relationship Consultant
Greater Omaha Area·1 month ago
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Premier Technical Support Specialist
Greater Omaha Area·1 month ago
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Client Support Consultant
Greater Omaha Area·2 months ago
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Practice Management Lead
Lehi·2 months ago
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Senior Software Engineer
Greater Omaha Area·2 months ago
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Operations Associate
Greater Omaha Area·2 months ago
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Senior Software Engineer
Lehi·2 months ago
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Elite Client Advocate
Greater Omaha Area·2 months ago
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Premier Technical Account Manager
Greater Omaha Area·2 months ago
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Senior Financial Billing Analyst
Greater Omaha Area·2 months ago
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Manager, HR Operations
Greater Omaha Area·2 months ago
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Client Operations Support Specialist
Lehi·2 months ago
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Service Team Specialist
Greater Omaha Area·2 months ago
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Company details

Employees
1949
Industry
Financial Services
Headquarters
Omaha, NE
Specialties
Performance ReportingTrading/RebalancingTax lot accountingAdvisory Fee BillingPortfolio Management SystemMobile AppsCRM integrationFinancial Planning integrationand New Account Opening