Embedded Client Advocate for Wealth Tech & Relationships

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

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.