Manager, Investment Solutions

Orion Advisor Technology, LLC; Philadelphia (Philadelphia County); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Orion Advisor Technology, LLC in the United States seeks a Manager, Investment Solutions to lead and develop a high-performing client support team across multiple product lines including Risk, Compliance, Financial Planning, Trading and Cost Basis.

You will ensure service excellence, drive platform engagement, reduce onboarding time, and create power users through mentoring, training, and effective escalation management within a collaborative, client-focused environment.

Qualifikationen

• Experience leading cross-functional teams across risk, compliance, financial planning, trading and related product lines.
• Knowledge of industry rules and regulations for securities, markets and investment operations.
• Understanding of anti-money laundering rules and procedures.
• Ability to present to groups and act as liaison between client and internal teams.
• Ability to mentor and develop talent and drive performance.

Aufgaben

• Evaluate, implement, and manage Orion's supported product lines and assist with system upgrades across lines of business.
• Conduct quarterly system evaluations, create regression test plans, QA automated solutions and workflows.
• Identify process improvements and drive efficiency to reduce onboarding time and complexity.
• Represent Orion and the Investment Solutions team at home office visits and events.
• Lead face-to-face discussions and training during customer visits and conferences to create power users.
• Provide testing assistance during build weeks and uphold service standards.
• Maintain an inclusive, collaborative environment with open communication and learning.
• Analyze client requests and translate into actionable solutions, following through to resolution.
• Mentor team members and model effective practices to build capability and confidence.
• Act as escalated support for issues; resolve or escalate as appropriate.
• Hire, train, develop talent; assign work; conduct performance reviews; and manage corrective actions.
• Conduct regular one-on-one and team meetings; review priorities and remove barriers.
• Assess capacity, workload distribution, and optimize resources to meet objectives.
• Track and report on KPIs including CSAT, onboarding completion, platform adoption, and engagement trends.

Kenntnisse

People leadership

Cross-functional collaboration

Analytical thinking

Problem solving

Effective presentations

Mentoring / coaching

Jobbeschreibung

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