Director, Implementations

Orion Advisor Technology, LLC; Omaha (NE); Hybrid; USD 123,000 - 196,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Disability coverage

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity and宠

Student loan repayment

Job summary

Orion Advisor Technology, LLC is seeking a Director of Implementations to coordinate onboarding of Wealth Advisory clients and manage a multi-team function. The role focuses on leadership, process optimization, and cross-functional collaboration to deliver excellent client service.

You will guide portfolios, coordinate with advisors and staff, and ensure high standards of operations and delivery across regions in a hybrid on-site work style.

Qualifications

• Has 7+ years of customer service/investment industry experience.
• Minimum of 1 year of management/leadership experience.
• Experience within financial services industry and with Salesforce.

Responsibilities

• Lead a department or large functional area with multiple teams and managers.
• Mentor team members through instruction and coaching.
• Coordinate paperwork with cross-functional partners.
• Drive process optimization and operational excellence.
• Provide training and supervision of staff; handle hiring and performance appraisals.

Skills

Salesforce

Change Management

Cross-Functional Collaboration

Decision Making

Onboarding

Performance Optimization

Risk Management

Strategic Thinking

Technical Integration

Education

Bachelor of Science/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 mannerCollaborate with Portfolio Consultant and Business Development Associate on new business casesWork closely with Portfolio Managers and Investment Strategists with ongoing service of accountsBuild daily/ongoing relationships with Advisors and maintain/support internal staff relationships with Client Service, Operations, and TradingHandle Operations Support CasesManage 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 actionsMentor team members through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods usedCoordinate all paperwork with Business Development Associate, Investment Strategist, Operations and the advisor’s teamLead a department or large functional area, overseeing multiple teams and managers to deliver on strategic and operational objectivesInfluence and allocate departmental resources to achieve financial, performance, and service outcomes. Set clear goals, metrics, and accountability standards to measure progress against business targetsCoach senior managers and emerging leaders, ensuring effective succession planning, performance management, and leadership readiness across the departmentBuild a culture of accountability, continuous improvement, and inclusion by modeling effective leadership, reinforcing company values, and promoting teamwork across teams and business linesDrive process optimization and operational excellence by identifying and implementing improvements that enhance quality, scalability, and efficiencyMake decisions impacting departmental goals, priorities, and resource utilization; escalates complex or cross-functional issues to senior leadership as neededStrengthen cross-functional consistency through clear communication, data-backed insights, and proactive engagement with peers and executive stakeholdersAnticipate future business needs, aligns department plans with enterprise strategy, and contributes to long-range organizational planning and innovationWe’re looking for talent who:Has 7+ years of customer service/investment industry experienceHas a minimum of 1 year of management/leadership experiencePossess experience working within financial services industry .Possess experience with SalesforceHas a minimum of a Bachelor of Science/Business Administration or related fieldOwns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization#LI-AP1#LI-Onsite#LI-HybridRecommended Skills:Change Management, Conflict Resolution, Cross-Functional Collaboration, Decision Making, Financial Management, Onboarding, Performance Optimizations, Risk Management, Strategic Thinking, Technical IntegrationSalary Range:$123,491.00 - $196,279.00The 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 UsAt 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.