Platform Integration Specialist - Onboarding PM

OAT Orion Advisor Technology, LLC; Omaha (NE); Hybrid; USD 43,000 - 63,000; Full time

Benefits offered by this job

Health, dental, vision, and disability

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity and)

Job summary

OAT Orion Advisor Technology, LLC is seeking a Platform Integration Specialist - Onboarding PM to lead client data and platform integrations, optimize workflows, and provide SME guidance on complex issues. This role is hybrid, with on-site days required at a local office in the Omaha area.

The candidate will drive process improvements, manage escalations, and collaborate across product, programming, and cross-functional teams to implement system enhancements.

Qualifications

• Bachelor’s degree in Business, IT, Finance, or a related field required.
• Minimum of six (6) years of experience in onboarding, platform integration, or technical operations.
• Prior experience with custodial feeds or similar financial data integrations preferred.
• Proven track record in process improvement, workflow optimization, and team leadership.
• Strong analytical and technical problem-solving skills with ability to translate documentation into actionable solutions.
• Excellent client management skills, including handling escalations and complex issues.

Responsibilities

• Drive process improvements and workflow optimization across onboarding and integration projects.
• Manage escalated client situations and complex platform issues with confidence and professionalism.
• Act as a SME for custodial feed integrations, API connections, and BETA rollouts.
• Collaborate with product, programming, and cross-functional teams to implement system enhancements.
• Oversee queue management, task assignments, and workload prioritization for team members.
• Serve as escalation point for complex client and technical needs.
• Implement AI and automation tools to improve operational efficiency.
• Participate in cross-departmental problem-solving groups and strategic initiatives.
• Support leadership by hosting team trainings, development sessions, and knowledge-sharing initiatives.
• Ensure 100% compliance with process documentation and standard operating procedures.

Skills

API Integration

Automation

Client Management

Cloud Platform

Cross-Functional Collaboration

Data Mapping

Middleware

Process Improvements

Project Management

Requirements Gathering

Software Development

Systems Architecture

Team Leadership

Workflow Optimization

Education

Bachelor’s degree in Business, IT, Finance, or a related field

Job description

About this Opportunity

As a Platform Integration Specialist - Onboarding PM you will be responsible for leading the integration of client data and platforms, optimizing workflows, and acting as a subject matter expert for complex integrations. This role collaborates across teams, drives process improvements, and provides guidance on escalated client and technical issues to ensure seamless platform implementation. 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:

• Drive process improvements and workflow optimization across onboarding and integration projects.
• Manage escalated client situations and complex platform issues with confidence and professionalism.
• Act as a subject matter expert (SME) for custodial feed integrations, API connections, and BETA rollouts.
• Collaborate with product, programming, and cross-functional teams to implement system enhancements.
• Oversee queue management, task assignments, and workload prioritization for team members.
• Serve as an escalation point for complex client and technical needs.
• Implement AI and automation tools to improve operational efficiency.
• Participate in cross-departmental problem-solving groups and strategic initiatives.
• Support leadership by hosting team trainings, development sessions, and knowledge-sharing initiatives.
• Ensure 100% compliance with process documentation and standard operating procedures.

We’re looking for talent who:

• Has a Bachelor’s degree in Business, IT, Finance, or a related field as required
• Has a minimum of six (6) years of experience in onboarding, platform integration, or technical operations as required
• Has prior experience with custodial feeds or similar financial data integrations preferred
• Has proven experience in process improvement, workflow optimization, and team leadership
• Has familiarity with cross-functional collaboration and system enhancement projects
• Has advanced understanding of platform integrations, APIs, and data feed management.
• Has strong analytical and technical problem-solving skills with the ability to optimize workflows.
• Has expertise in project and queue management, prioritization, and task delegation.
• Has excellent client management skills, including handling escalations and complex issues.
• Has proficiency with AI, automation tools, and system enhancements to drive efficiency.
• Has strategic thinking and cross-functional influence to guide decision-making.
• Has strong communication and leadership skills for mentoring and training team members.
• Can interpret technical documentation and translate into actionable solutions.
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid

Recommended Skills

• API Integration
• Automation
• Client Management
• Cloud Platform
• Cross-Functional Collaboration
• Cross-Functional Teamwork
• Database Management
• Data Mapping
• Middleware
• Process Improvements
• Project Management
• Requirements Gathering
• Software Development
• Systems Architecture
• Team Leadership
• Workflow Optimization

Salary Range: $30.72 - $45.75 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—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.