Elite Client Advocate

Orion Advisor Technology; Omaha (NE); Hybrid; USD 94,869 - 146,945; Full time

Benefits offered by this job

Health, dental, vision, and disability

401(k) employer match

Paid parental leave

Pet benefits including pawternity

Student loan repayment

Job summary

Orion Advisor Technology seeks an Elite Client Advocate to act as a deeply embedded client-facing contributor, operating as an extension of the client’s home office. You’ll develop knowledge of client processes, tech, people, and priorities to ensure a seamless, proactive, and trusted relationship.

This hybrid role requires onsite presence three or more days weekly at an Orion office and travel up to 5% annually.

Qualifications

• Has a Bachelor’s degree as required.
• Has a minimum of seven (7) years of experience in senior client-facing roles at the intersection of enterprise financial services and technology as required.
• Can embed in a complex client environment and be treated as a trusted extension of that team, not a vendor.
• Has technical depth to understand reconciliation breaks, data feeds, platform configuration, and API behavior, without needing to be a developer.
• Has strong written and verbal communication and comfortable in executive-facing conversations and governance reviews, and skilled at translating technical issues for non-technical clients.
• Has deep familiarity with the wealth management ecosystem: custodians, portfolio accounting, data aggregation, M&A onboarding, and the operational lifecycle of an enterprise RIA or BD.
• Can manage multiple client priorities
• Is willing to travel up to 5% annually as required
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Responsibilities

• Embed deeply into the client’s firm structure, processes, tech stack, KPIs, and strategic goals and operate as a true extension of their team, not a vendor contact
• Maintain a working knowledge of the firm’s organizational chart, key decision-makers, operational workflows, and growth trajectory
• Serve as the client’s internal Orion champion that advocates for their enhancement requests, escalations, and priorities across product, data, and delivery teams
• Build trusted relationships with day-to-day client contacts at the operations and leadership level
• Serve as the first point of contact for all client-facing needs; operational, technical, and relationship-related
• Own the client-facing side of escalations: communicate proactively, provide status updates, and ensure the client always knows where things stand
• Partner with the Elite Client Delivery Manager to route issues internally and maintain visibility on all open items until resolution
• Maintain a living record of client configuration, preferences, known issues, and historical context ensuring continuity is never dependent on memory or personnel changes
• Ensure the client’s voice is represented accurately in every internal discussion affecting their account

Skills

Active Listening

Business Acumen

Client Relations

Customer Service

Data Analysis

Empathy

Negotiation

Relationship Building

Strategic Thinking

Wealth Management

Education

Bachelor’s degree

Job description

About this Opportunity:

As an Elite Client Advocate you will be a deeply embedded client-facing individual contributor. This role operates as a true extension of the client’s home office by developing deep knowledge of the client’s processes, technology, people, and strategic priorities. The Elite Client Advocate is responsible for knowing the client better than anyone else and ensuring their day-to-day experience with Orion is seamless, proactive, and built on trust. This role does not manage the pod; instead, it carries the dedicated client relationship while the Elite Client Delivery Manager coordinates internal operations and team delivery. 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:

• Embed deeply into the client’s firm structure, processes, tech stack, KPIs, and strategic goals and operate as a true extension of their team, not a vendor contact

• Maintain a working knowledge of the firm’s organizational chart, key decision-makers, operational workflows, and growth trajectory

• Serve as the client’s internal Orion champion that advocates for their enhancement requests, escalations, and priorities across product, data, and delivery teams

• Build trusted relationships with day-to-day client contacts at the operations and leadership level

• Serve as the first point of contact for all client-facing needs; operational, technical, and relationship-related

• Own the client-facing side of escalations: communicate proactively, provide status updates, and ensure the client always knows where things stand

• Partner with the Elite Client Delivery Manager to route issues internally and maintain visibility on all open items until resolution

• Maintain a living record of client configuration, preferences, known issues, and historical context ensuring continuity is never dependent on memory or personnel changes

• Ensure the client’s voice is represented accurately in every internal discussion affecting their account

We’re looking for talent who:

• Has a Bachelor’s degree as required

• Has a minimum of seven (7) years of experience in senior client-facing roles at the intersection of enterprise financial services and technology as required

• Can embed in a complex client environment and be treated as a trusted extension of that team, not a vendor

• Has technical depth to understand reconciliation breaks, data feeds, platform configuration, and API behavior, without needing to be a developer

• Has strong written and verbal communication and comfortable in executive-facing conversations and governance reviews, and skilled at translating technical issues for non-technical clients

• Has deep familiarity with the wealth management ecosystem: custodians, portfolio accounting, data aggregation, M&A onboarding, and the operational lifecycle of an enterprise RIA or BD

• Can manage multiple client priorities

• Is willing to travel up to 5% annually as required

• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Recommended Skills: Active Listening, Business Acumen, Client Relations, Customer Service, Data Analysis, Empathy, Negotiation, Relationship Building, Strategic Thinking, Wealth Management

Salary Range:

$94,869.00 - $146,945.00

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 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.