Director, Wealth Advisory Implementations & Onboarding

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

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.