Senior Platform Integration & Onboarding PM

Orion Advisor Solutions, Inc.; Northern (KY); Hybrid; USD 39,000 - 63,000; Full time

Job summary

Orion Advisor Solutions, Inc. is seeking a Platform Integration Specialist - Onboarding PM to lead client data and platform integrations, optimize onboarding workflows, and act as SME for complex custodial feeds and API connections.

The role collaborates with product and engineering teams and guides efforts across projects. This hybrid position requires strong leadership, six years of experience in onboarding/integration, and the ability to translate technical docs into actionable solutions

Qualifications

• Bachelor's degree in Business, IT, Finance, or related field.
• Minimum six years in onboarding, platform integration, or technical operations.
• Experience with custodial feeds or similar financial data integrations.
• Proven ability to lead, optimize processes, and manage cross-functional projects.
• Strong analytical and problem-solving skills with system enhancement focus.

Responsibilities

• Drive process improvements and workflow optimization across onboarding and integration projects.
• Manage escalated client situations and complex platform issues.
• Act as SME for custodial feed integrations, API connections, and beta rollouts.
• Collaborate with product, programming, and cross-functional teams on system enhancements.
• Oversee queue management, workload prioritization, and delegation.
• Provide team trainings and knowledge-sharing sessions.
• Ensure 100% compliance with SOPs.

Skills

Process improvement

Team leadership

Project management

Client management

API integration

Automation

Data mapping

Education

Bachelor's degree in Business/IT/Finance or related field

Tools

Cloud Platform

Middleware

Database Management

Data Mapping

Job description

Orion Advisor Solutions, Inc. is seeking a Platform Integration Specialist - Onboarding PM to lead client data and platform integrations, optimize onboarding workflows, and act as SME for complex custodial feeds and API connections.

The role collaborates with product and engineering teams and guides efforts across projects. This hybrid position requires strong leadership, six years of experience in onboarding/integration, and the ability to translate technical docs into actionable solutions