Manager, Investment Solutions

OAT Orion Advisor Technology, LLC; King of Prussia (PA); On-site; USD 92,000 - 141,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability coverage on day one

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity and宠

Student loan repayment

More

Job summary

OAT Orion Advisor Technology, LLC seeks a Manager, Investment Solutions to lead a high-performing support team across multiple product lines. The role advances client service, platform engagement, and onboarding efficiency, while guiding strategic initiatives and cross-functional projects.

Ideal candidates bring 3+ years in leadership within financial services or tech, a strong understanding of Orion products, and excellent stakeholder communication.

Qualifications

• 3+ years of experience in a customer service, financial services, or technology-related role
• 3+ years of leadership or management experience preferred
• Experience across Risk, Compliance, Financial Planning, Trading, Cost Basis, or other Orion product lines preferred

Responsibilities

• Lead and develop a high-performing support team across multiple product lines
• Coach and mentor team members with real-time feedback and performance appraisals
• Manage hiring, training, and talent development; supervise workload and KPIs
• Represent the Investment Solutions team in home office visits and customer conferences
• Drive cross-functional collaboration to improve onboarding time and platform adoption

Skills

Leadership

Cross-functional collaboration

Relationship management

Strategic planning

Financial services knowledge

Risk management

Team leadership

Portfolio management

Investment management

Financial analysis

Education

Bachelor's degree in Business Administration or related field

Tools

GuideCX

Salesforce

Glia

Microsoft Office Suite

Job description

About this Opportunity: As Manager, Investment Solutions, you will be responsible for maintaining high standards of customer service for the clients of Orion while leading and developing a high-performing support team across multiple lines of business. This position supports any combination of Orion's product and service areas — including but not limited to Risk, Compliance, Financial Planning, Trading, Cost Basis, and other Orion product lines — based on organizational need. This role works closely with other service team members to ensure the services received by the client are accurate based on contract terms, and performs duties including the development and performance of team members and the processes used by them. This role directly supports Orion's organizational goals of delivering an exceptional client experience, driving active platform engagement, reducing onboarding time, and creating power users across all supported product lines.

Goals and Team Engagement:

Deliver tactical results by executing operational plans, managing cross-functional teams, and optimizing resources to meet departmental objectives and financial targets. Drives team and cross-functional communication, clarifies goals and feedback, and boosts collaboration and morale using eNPS insights. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you'll get to:

• Contribute to the evaluation, implementation, and management of Orion's supported product lines and assist with projects related to system version upgrades across any assigned line of business — including but not limited to Risk, Compliance, Financial Planning, Trading, and Cost Basis
• Conduct and participate in quarterly system evaluations, including creation of regression test plans for current and future state analysis of new functionality, and make recommendations of final solutions;
• perform quality assurance testing of automated solutions and newly developed workflows
• Identify process improvement opportunities and deliver operational efficiency gains to support functional and enterprise goals, directly contributing to Orion's goal of reducing onboarding time and streamlining complexity
• Represent Orion and the Investment Solutions team at home office visits and other company events
• Lead face-to-face discussions and training during customer office visits and conferences in support of Orion's goal of educating and creating power users across all supported product lines
• Provide assistance in testing functionality during scheduled build weeks
• Maintain and uphold the standards which have been set for the Orion service teams
• Foster an inclusive, collaborative environment that encourages open communication, learning, and engagement
• Analyze client requests and deduce and explore possible solutions or forward requests to the appropriate department, following through until resolution
• Maintain an in-depth knowledge of the assigned Orion product lines and service areas, with the flexibility to lead across multiple lines of business as organizational needs evolve
• Mentor and support team members through instruction, real-time feedback, and modeling effective practices that build capability and confidence
• Act as an escalated level of support for issues and problems; resolve where appropriate in order to provide effective support
• Manage a team of team members including hiring, training, and developing talent; assigning work; conducting performance appraisals; making salary recommendations; coaching; and administering corrective actions as needed
• Conduct regular one-on-one and team meetings to review priorities, remove barriers, and align efforts toward business goals
• Assess team capacity, monitor workload distribution, and optimize resource utilization to meet business objectives and service standards
• Track and report on team KPIs including CSAT, onboarding completion rates, platform adoption metrics, and 30/60/90-day engagement trends

We're looking for talent who:

• Has strong people leadership skills with the ability to develop talent, drive accountability, and build a high-performing team culture across any assigned line of business
• Has advanced understanding of how Orion's product lines integrate and interact with one another, with the ability to build working knowledge across any supported area including but not limited to Risk, Compliance, Financial Planning, Trading, and Cost Basis
• Has knowledge of industry rules and regulations pertaining to various security instruments, markets, and investment operations
• Has knowledge and understanding of anti-money laundering rules and procedures required to maintain compliance
• Speaks effectively before groups of customers or employees and conducts effective presentations
• Acts as a liaison between the client and internal development groups
• Has strong analytical and problem-solving skills with the ability to evaluate complex client requests and translate them into actionable solutions
• Has proficiency in GuideCX, Salesforce, GuideCX, Glia, and Microsoft Office Suite
• Has cross-functional collaboration skills with the ability to execute within established frameworks and lead effectively across multiple teams and product lines simultaneously
• Has a minimum of a Bachelor's degree in Business Administration or related field required; equivalent professional experience will be considered

Experience:

3+ years of experience in a customer service, financial services, or technology-related role; 3+ year of leadership or management experience preferred; experience across any of the following strongly valued — Risk, Compliance, Financial Planning, Trading, Cost Basis, or other Orion product lines

Certifications:

Relevant industry certifications will be determined based on assigned line of business and in consultation with Compliance

Recommended Skills:

• Asset Allocation
• Cross-Functional Collaboration
• Cross-Functional Teamwork
• Due Diligence
• Financial Analysis
• Financial Modeling
• Financial Planning
• Financial Services
• Investment Management
• Investment Operations
• Leadership
• Portfolio Management
• Relationship Management
• Risk Management
• Strategic Planning
• Team Leadership
• Wealth Management

Salary Range:

$91,820.00 - $140,567.00 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.

Benefits:

• health
• dental
• vision
• 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
• 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. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.