Elite Advisor Relationship Manager — Hybrid Wealth Services

Orion; Omaha (NE); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Orion is seeking an Elite Advisor Group Advisor Relationship Manager to serve as the primary relationship service representative for Orion’s top advisors, delivering a high-touch, personalized service experience. You will partner with internal teams, leverage AI-enabled tools to reduce administrative effort and improve knowledge retrieval, while maintaining strong service standards.

Candidates should be located near an Orion office and be comfortable with hybrid work, on-site several days per

Responsibilities

• Serve as the primary relationship contact for an assigned group of high-value EAG advisors ($25M+ AUM)
• Build trust-based relationships through proactive communication and consistent engagement
• Develop an understanding of advisor businesses, operating models, and service preferences
• Anticipate needs, provide guidance, and deliver tailored wealth management solutions
• Promote advisor retention and long-term growth by improving operational efficiency
• Handle advisor and client requests from intake through resolution
• Provide updates and support across custodial and regulatory requirements
• Deliver a high-touch service experience aligned to top-tier advisors' expectations
• Provide trade assistance, including point-of-call processing and online execution
• Maintain issue ownership with proactive communication and timely resolution

Job description

Orion is seeking an Elite Advisor Group Advisor Relationship Manager to serve as the primary relationship service representative for Orion’s top advisors, delivering a high-touch, personalized service experience. You will partner with internal teams, leverage AI-enabled tools to reduce administrative effort and improve knowledge retrieval, while maintaining strong service standards.

Candidates should be located near an Orion office and be comfortable with hybrid work, on-site several days per