Open Architecture Specialist

About This Job

The Open Architecture Specialist will provide support for the Communities products. This role will also oversee the Orion Portfolio Solutions strategist/model/fund processing. Additionally this position will lead the team specialists in prioritizing workload and coordinating product training and meetings. This position will possess a deep knowledge of these products and services to effectively train team members and Strategists.

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Hebron, KY.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

Essential Functions of the Job

• Compiles a complete knowledge of the Communities portal
• Prioritizes workload and assigns owners for the Strategist onboarding team & special projects
• Coordinates and leads cross-departmental product sales/support meetings.
• Partners closely with Project Manager and Product Team from discovery phase through training and onboarding of Enterprise clients managing their own models or 3rd party strategists; for Gated Communities
• Works directly with strategists to train and onboard them to the Communities platform.
• Handles Intro calls with new Strategists interested in offering their models on the Communities platform
• Works closely with the Orion Due Diligence team through new model approval & contracting
• Maintains knowledge of process and requirements for strategist to be offered on all Orion platforms as well as knowledge of Strategist contracts, onboarding and ongoing model maintenance fees
• Builds relationships with fellow team members covering strategists, integration partners, top BD/RIA clients, large institutions and other similar opportunities, and Orion Sales team members
• Maintains an accurate list and pipeline of Strategists and models being added to all Orion platforms- OPS, Communities & Gated Communities
• Leads co-workers through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices and advising on methods used.
• Ensures proper documentation of processes and procedures and implements updates where efficiency is gained.
• Solves issues and responds to inquiries with accuracy, completeness and timeliness.
• Maintains and upholds the standards in which have been set for our capabilities and function enhancements.

Skills Needed to Perform the Job

• Knowledge and understanding of advisor facing technology tools.
• General knowledge of back office processing; account transfers, new accounts, tax reporting, customer services, etc.
• Knowledge of Orion Tech and Orion Portfolio Solutions business models.
• Ability to maintain an expected confidence and comfort level while being effective in many high-pressure situations with clients.
• Ability to multi-task while maintaining careful attention to detail.
• Ability to work effectively both individually and within a team environment.
• Ability to work with a sense of urgency to meet deadlines and address competing priorities.
• Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook.
• Effective written, listening and verbal communication skills.
• Effective problem solving and organizational skills.

Education Needed to Perform the Job

• Minimum of a high school diploma, GED or equivalent required.
• Associates degree or bachelors degree in Business Administration or related field preferred.
• Orion Industry Certification must be obtained within 90 days of employment.

Experience Needed to Perform the Job

• Minimum of 3 years of experience working in the financial services industry preferred.
• Experience with troubleshooting report related inquiries preferred.

*Equivalent education and experience will be considered.

Salary Range:

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 parentalleave, 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 DNAwe 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.