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orionadvisor

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3 jobs
orionadvisor
2 days ago

Director, Implementations

NewBe an early applicant North AmericaFull-time
United States

About this Opportunity: As a Director, Implementations, you will coordinate and direct the implementation and onboarding of new Wealth Advisory clients, support existing Wealth Advisory client and advisor requests, and…

Business Development Corrective Action Performance Management Salesforce Succession Planning
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orionadvisor
2 days ago

Manager, Investment Solutions

NewBe an early applicant North AmericaFull-time
United States

About this Opportunity: As Manager, Investment Solutions, you will be responsible for maintaining high standards of customer service for the clients of Orion while leading and developing a high-performing support team…

Corrective Action Financial Modeling Process Improvement Salesforce Strategic Planning
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orionadvisor
1 views 7 days ago

Client Support Representative

New North AmericaJunior
United States

About this Opportunity: The Client Support Representative is a frontline support professional responsible for handling client inquiries across phone, chat, and case channels. This role focuses on resolving foundational…

CRM Salesforce
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