Director, Implementations

Orion Advisor Technology, LLC; Nebraska; Hybrid; USD 123,000 - 196,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401(k) with employer match

Parental leave

Job summary

Orion Advisor Technology, LLC in the United States seeks a Director of Implementations to lead onboarding of Wealth Advisory clients, support Advisor requests, and guide Portfolio Managers and Consultants. The role blends leadership and hands-on work across regions, with hybrid on-site requirements and a focus on service excellence and process optimization.

Candidates should have 7+ years in client service/investment industry, 1+ year of management, a BS/BA, and Salesforce experience.

Qualifications

• 7+ years of customer service/investment industry experience.
• Minimum 1 year of management/leadership experience.
• Experience working within financial services industry.
• Experience with Salesforce.
• Bachelor's degree in Science/Business Administration or related field.

Responsibilities

• Deliver excellent customer service by responding to all Advisor and Client inquiries.
• Collaborate with Portfolio Consultant and Business Development on new business cases.
• Work with Portfolio Managers and Investment Strategists on ongoing service of accounts.
• Build daily/ongoing relationships with Advisors and maintain internal staff relationships.
• Mentor team members through instruction and coaching, including performance reviews.
• Coordinate paperwork with various teams and stakeholders.
• Lead a department or large area, overseeing multiple teams and managers.
• Drive process optimization and operational excellence to improve quality and efficiency.

Skills

Change Management

Conflict Resolution

Cross-Functional Collaboration

Decision Making

Financial Management

Onboarding

Performance Optimizations

Risk Management

Strategic Thinking

Technical Integration

Education

Bachelor of Science or Business Administration or related field

Tools

Salesforce

Job description

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 ongoing support of Wealth Advisory Portfolio Managers, Portfolio Consultants, and their respective teams. This role will have leadership responsibilities and will manage a team that is dedicated to specific sales regions. The Director will provide training and supervision of the team members and will be required to handle specific regions themselves. Above all else, provide financial advisors and clients with exceptional service to ensure client accounts are onboarded in an efficient and effective manner. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

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

• Deliver excellent customer service by responding to all Advisor and Client inquiries in a professional manner
• Collaborate with Portfolio Consultant and Business Development Associate on new business cases
• Work closely with Portfolio Managers and Investment Strategists with ongoing service of accounts
• Build daily/ongoing relationships with Advisors and maintain/support internal staff relationships with Client Service, Operations, and Trading
• Handle Operations Support Cases
• Manage team members within department including but not limited to hiring, training, and developing employees, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions
• Mentor team members through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used
• Coordinate all paperwork with Business Development Associate, Investment Strategist, Operations and the advisor's team
• Lead a department or large functional area, overseeing multiple teams and managers to deliver on strategic and operational objectives
• Influence and allocate departmental resources to achieve financial, performance, and service outcomes. Set clear goals, metrics, and accountability standards to measure progress against business targets
• Coach senior managers and emerging leaders, ensuring effective succession planning, performance management, and leadership readiness across the department
• Build a culture of accountability, continuous improvement, and inclusion by modeling effective leadership, reinforcing company values, and promoting teamwork across teams and business lines
• Drive process optimization and operational excellence by identifying and implementing improvements that enhance quality, scalability, and efficiency
• Make decisions impacting departmental goals, priorities, and resource utilization; escalates complex or cross-functional issues to senior leadership as needed
• Strengthen cross-functional consistency through clear communication, data-backed insights, and proactive engagement with peers and executive stakeholders
• Anticipate future business needs, aligns department plans with enterprise strategy, and contributes to long-range organizational planning and innovation

We're looking for talent who

• Has 7+ years of customer service/investment industry experience
• Has a minimum of 1 year of management/leadership experience
• Possess experience working within financial services industry .
• Possess experience with Salesforce
• Has a minimum of a Bachelor of Science/Business Administration or related field
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Recommended Skills

Change Management, Conflict Resolution, Cross-Functional Collaboration, Decision Making, Financial Management, Onboarding, Performance Optimizations, Risk Management, Strategic Thinking, Technical Integration

Salary Range

$123,491.00 - $196,279.00 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