Clera home
·Dashboard

Jobs at Orion (Now Hiring) — 22 open

Orion logoOrion

Client Support Manager

Lehi, Utah, United States · Hybrid

$77k–$116k/yr

Mid level

About this Opportunity:As a Client Support Manager, you will lead a client support team responsible for delivering consistent, high-quality service across defined technology and subject areas. This role owns day-to-day t…

Skills: Conflict Resolution, Cross-Functional Collaboration, Decision Making, Management Reporting, Performance Management

Orion logoOrion

Financial Technology Solutions Consultant

Omaha, Nebraska, United States · Hybrid

$73k–$110k/yr

Mid level

About this Opportunity: As a Financial Technology Solutions Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also i…

Skills: Active Listening, Client Relations, Client Relationship Management, Client Support, Communication

Orion logoOrion

Director, Wealth Product Strategy

San Francisco, California, United States · Hybrid

$156k–$251k/yr

Senior+

About this Opportunity: As a Director, Wealth Product Strategy, you will define the vision, roadmap, and business priorities for Orion’s wealth product offering, including proprietary and third-party solutions. This role…

Skills: Business Models, Competitive Insights, Financial Modeling, Investment Products, Investment Strategies

Orion logoOrion

Wealth Product Strategy Manager

San Francisco, California, United States · Hybrid

$120k–$188k/yr

Senior

About this Opportunity: As a Wealth Product Strategy Manager, you will support the development of strategic product recommendations across Orion’s wealth product offering. Reporting to the Director, Wealth Strategy, this…

Skills: Business Processes, Client-Centric, Effective Communication, Financial Services Industry, Innovation

Orion logoOrion

Client Experience Technology Consultant

Omaha, Nebraska, United States · Hybrid

$73k–$110k/yr

Mid level

About this Opportunity: As a Client Experience Technology Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also inv…

Skills: Active Listening, Client Relations, Client Relationship Management, Client Support, Communication

Orion logoOrion

Wealth Solutions Product Manager

King of Prussia, Pennsylvania, United States · Hybrid

$105k–$162k/yr

Senior

About this Opportunity: As a Wealth Solutions Product Manager, you will join the Wealth Product and Platform team to help develop, launch, and manage innovative wealth management services and solutions for financial advi…

Skills: Business Intelligence, Client-Centric, Data Analysis, Data Warehousing, Effective Communication

Orion logoOrion

FinTech Relationship Consultant

Omaha, Nebraska, United States · Hybrid

$73k–$110k/yr

Mid level

About this Opportunity: As a FinTech Relationship Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also involves co…

Skills: Active Listening, Client Relations, Client Relationship Management, Client Support, Communication

Orion logoOrion

SVP, Wealth Strategy

San Francisco, California, United States · Hybrid

$203k–$335k/yr

Senior+

About this Opportunity: As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth Management’s wealth product, platform, and advisor experience organization. This role defines…

Skills: Asset Allocation, Business Case Development, Business Strategies, Investment Products, Investment Strategies

Orion logoOrion

Premier Technical Support Specialist

Burlington, Kentucky, United States · Hybrid

$56k–$82k/yr

Mid level

About this Opportunity: As a Premier Technical Support Specialist focused on Advisor Portal, you will provide consultative technical support to advisory firms and internal partners. This role supports key Advisor Portal …

Skills: Active Listening, Communication, Financial Technology, Management Reporting, Microsoft Office

Orion logoOrion

Legal Counsel

Omaha, Nebraska, United States · Hybrid

$95k–$147k/yr

Mid level

About this Opportunity: As a Legal Counsel, you will provide legal advice and support for Orion. The position will be a part of and support the efforts of Orion’s legal department. The position will report to Orion’s Sen…

Skills: Contract Review, Contract Negotiation, Legal Research, Corporate Law, Securities Law

Orion logoOrion

Client Support Consultant

Omaha, Nebraska, United States · Hybrid

$73k–$110k/yr

Mid level

About this Opportunity: As a Client Support Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also involves collabor…

Skills: Client-Centric, Effective Communication, Innovation, Technical Proficiency, Technical Support

Orion logoOrion

Practice Management Lead

Lehi, Utah, United States · Hybrid

$114k–$179k/yr

Senior

About this Opportunity: As a Practice Management Lead, you will serve as a consultative partner to financial advisory firms, helping advisors build healthier, more scalable, and more valuable businesses. This role evalua…

Skills: Behavioral Finance, Client-Centric, Effective Communication, Finance Strategy, Innovation

Orion logoOrion

Senior Software Engineer

Omaha, Nebraska, United States · Hybrid

$108k–$170k/yr

Senior+

About this Opportunity: The Senior Software Engineer leads the design, development, and evolution of Orion’s modern cloud-native technology stack. This role architects end-to-end systems, sets and drives engineering stan…

Skills: C#/.NET, AWS, Serverless Architecture, SQL, Distributed Systems

Orion logoOrion

Senior Software Engineer

Säkylä, Satakunta, Finland · Hybrid

$114k–$179k/yr

Senior

Job Profile Summary: The Senior Software Engineer is responsible for designing, developing, and evolving scalable software systems across Orion’s platform. This role operates across the full stack, leveraging React/Next.…

Skills: React, Next.js, Ruby on Rails, API Design, MySQL

Orion logoOrion

Operations Associate

Omaha, Nebraska, United States · Hybrid

$18/hr–$25/hr

Entry level

About this Opportunity: As an Operations Associate for our OCIO entity, you will be responsible for executing operational tasks, assisting in data entry and transaction processing, and providing support for the Orion Pla…

Skills: Client-Centric, Effective Communication, Innovation, Operations Processes, Technical Proficiency

Orion logoOrion

Trader

Northern, Kentucky, United States · Hybrid

$30/hr–$45/hr

Mid level

About this Opportunity: ​​​As a Trader, you will execute all day-to-day trading functions for advisors and clients including mutual fund and ETF trade placement, rebalances, trade reconciliation, list bill processing, in…

Skills: Mutual Fund Trading, ETF Trade Placement, Trade Reconciliation, Portfolio Management Software, Risk Management

Orion logoOrion

Elite Client Advocate

Omaha, Nebraska, United States · Hybrid

$95k–$147k/yr

Senior

About this Opportunity: As an Elite Client Advocate you will be a deeply embedded client-facing individual contributor. This role operates as a true extension of the client’s home office by developing deep knowledge of t…

Skills: Active Listening, Business Acumen, Client Relations, Customer Service, Data Analysis

Orion logoOrion

VP, Enterprise Delivery

Omaha, Nebraska, United States · Hybrid

$184k–$303k/yr

Senior+

About this Opportunity: As the Vice President Of Enterprise Delivery you will be responsible for leading Orion’s full Enterprise Delivery organization, including the Elite Enterprise Pod model, Premier Service team, oper…

Skills: Client Management, Leadership, Operational Delivery, Operations Management, Portfolio Accounting Systems

Orion logoOrion

Premier Technical Account Manager

Omaha, Nebraska, United States · Hybrid

$64k–$95k/yr

Mid level

About this Opportunity: As a Premier Technical Account Manager you will serve as the strategic technical partner and primary relationship owner for assigned high-value advisory firms. This role combines deep platform exp…

Skills: Client-Centric, Effective Communication, Innovation, Relationship Management, Technical Proficiency

Orion logoOrion

Associate Portfolio Manager, Custom Indexing

King of Prussia, Pennsylvania, United States · Hybrid

$92k–$141k/yr

Mid level

​​​About this Opportunity: As an Associate Portfolio Manager, you will be responsible for assisting in higher level money management to more complex multiple product lines, creating research reports which can be used bot…

Skills: Asset Allocation, Client-Centric, Effective Communication, Innovation, Investment Management

12

Showing 1–20 of 22

Orion logo

Client Support Manager

Orion

Lehi, Utah, United States • Hybrid

Apply
Mid levelHybrid · 3 days in office

Tired of cold applications?

Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.

  • $77k–$116k/yr
  • Full-time
  • high school, bachelor degree
  • Health Insurance, Dental Insurance, Vision Insurance, Disability Coverage, 401(k) Plan With Employer Match, Paid Parental Leave
  • Posted 4d ago
  • ~40 hrs/week

Responsibilities

Lead and develop a client support team by managing day-to-day performance, employee coaching, and operational execution. Ensure service standards and client experience expectations are met through collaboration with workforce management and technical leads.

Requirements

Requires a high school diploma and at least three years of experience in client service or operations, including one year of people leadership. Proficiency in Salesforce, Playvox, and Microsoft Office Suite is expected.

Full job description

About this Opportunity:

As a Client Support Manager, you will lead a client support team responsible for delivering consistent, high-quality service across defined technology and subject areas. This role owns day-to-day team performance, employee development, and operational execution, ensuring service standards, queue health, and client experience expectations are consistently met. The Client Support Manager partners closely with Team Leads, Technical Leads, and Workforce Management to support staffing alignment, escalation management, and service readiness. This position is designed for a people-focused leader who drives accountability, builds scalable team practices, and prepares the organization for future growth. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

Schedule:

Monday Through Friday From 8am Mountain Time To 5pm Mountain Time

Location:

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you’ll get to:

  • Lead and develop a client support team, setting clear expectations and accountability for performance and conduct

  • Conduct weekly one-on-one meetings to provide coaching, performance feedback, career development guidance, and timely, accurate documentation

  • Facilitate daily huddles and/or weekly team meetings to communicate priorities, reinforce expectations, and drive engagement

  • Support employee advancement by aligning coaching with established progression criteria, certifications, and skill milestones

  • Address performance concerns, manage corrective actions, and own performance reviews, development plans, and compensation recommendations

  • Serve as a culture carrier by modeling company values and fostering a supportive, growth-oriented team environment

  • Own day to day service performance for the team, including service level, queue volume, case aging, abandonment rate, adherence, acceptance rate, and shrinkage awareness

  • Partner with Workforce Management to support real-time staffing needs, schedule adjustments, and coverage alignment

  • Maintain and update Playvox schedules to support forecasting, adherence, and service level goals

  • Oversee timely and accurate completion of Salesforce responsibilities, including P1 case oversight, credit request submissions, NPS follow-up actions, and related workflow tasks

  • Ensure consistent service delivery for all clients, focusing on efficient resolution and reduced client effort

  • Ensure completion of required Workday tasks, learning modules, certifications, and compliance items for all direct reports

  • Hold team members accountable for onboarding timelines, training completion, and assessment pass rates

  • Track and communicate team performance metrics and trends to leadership

  • Maintain documentation standards across coaching, performance management, and service workflows

  • Implement approved operational and service strategies within the assigned team

  • Identify recurring service issues, workflow inefficiencies, or documentation gaps and escalate insights through appropriate channels

  • Partner with Team Leads and Technical Leads to reinforce escalation standards and reduce unnecessary handoffs

  • Collaborate with peer Managers to support alignment and consistency across teams

  • Serve as the escalation point for complex or sensitive service issues within the team

  • Ensure issues are fully owned, documented, and resolved, escalating cross-team or systemic concerns as appropriate

  • Coach team members on effective client communication across phone, chat, and case interactions

We’re looking for talent who:

  • Has a High school diploma or equivalent as required

  • Has a Bachelor’s degree in Business Administration or related field as preferred

  • Has a minimum of three (3) years of experience in client service, operations, or technology-related roles as required

  • Has minimum of one (1) year of people leadership or supervisory experience as required

  • Has proven people leadership experience with a focus on coaching, accountability, and team development

  • Has strong verbal and written communication skills, including clear documentation and feedback delivery

  • Can manage multiple priorities in a fast-paced service environment with accuracy and urgency

  • Has strong analytical, problem solving, and organizational skills

  • Can collaborate cross-functionally and executing within established frameworks

  • Has proficiency with Microsoft Office Suite and service operations tools (Salesforce, Playvox, WFM systems, Workday)

  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Recommended Skills:

Conflict Resolution, Cross-Functional Collaboration, Decision Making, Management Reporting, Performance Management (PM), Project Management, Relationship Management, Risk Management, Strategic Thinking, Technical Proficiency

Salary Range:

$76,695.00 - $115,804.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

Related keywords

SalesforcePlayvoxWorkdayWFM SystemsMicrosoft Office SuiteNPSP1 Case OversightService LevelQueue VolumeCase AgingAbandonment RateAdherenceShrinkageClient SupportOperational ExecutionPerformance Reviews

About Orion

LinkedInVisit site
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Omaha, NE
LinkedIn followers
37,227

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

Offices: 17605 Wright St, Omaha, NE 68130, US · 1055 Westlakes Dr, #250, Berwyn, Pennsylvania 19312, US · 2300 Litton Lane, #102, Hebron, KY 41048, US · Remote, US · New York City, US

Performance ReportingTrading/RebalancingTax lot accountingAdvisory Fee BillingPortfolio Management SystemMobile AppsCRM integrationFinancial Planning integrationand New Account OpeningWealth Management
View all jobs at Orion

About Orion

LinkedInVisit site
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Omaha, NE
LinkedIn followers
37,227

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

Offices: 17605 Wright St, Omaha, NE 68130, US · 1055 Westlakes Dr, #250, Berwyn, Pennsylvania 19312, US · 2300 Litton Lane, #102, Hebron, KY 41048, US · Remote, US · New York City, US

Performance ReportingTrading/RebalancingTax lot accountingAdvisory Fee BillingPortfolio Management SystemMobile AppsCRM integrationFinancial Planning integrationand New Account OpeningWealth Management
View all jobs at Orion

Similar companies hiring

JPMorganChase (5281)HSBC (4887)Citi (2684)Wells Fargo (2307)PNC (1950)Truist (1772)Tata Capital (1592)H&R Block (1460)RBCx (1432)State Street (1257)BMO (1241)Capital One (1161)
Clera home

Your AI-talent agent. Connecting talents with dream jobs.

Earn $5,000

Tools

  • Salary Calculator
  • Resume Review
  • Startup Map

Explore

  • Jobs
  • Discover Jobs
  • Companies
  • Referral

Platform

  • Pricing
  • Integrations
  • Partners
  • Acquihire

Clera

  • Manifesto
  • Engineering
  • We are hiring!
  • FAQs
  • Blog
  • Press

Tools

  • Salary Calculator
  • Resume Review
  • Startup Map

Explore

  • Jobs
  • Discover Jobs
  • Companies
  • Referral

Platform

  • Pricing
  • Integrations
  • Partners
  • Acquihire

Clera

  • Manifesto
  • Engineering
  • We are hiring!
  • FAQs
  • Blog
  • Press

© 2026 Clera Labs, Inc.

PrivacyTermsBug Bounty