Orion builds financial technology for financial advisors and wealth management firms. Its software brings together portfolio accounting, risk intelligence, compliance, financial planning, and client relationship management, helping advisory teams connect clients’ goals with investment strategies. The platform also supports personalized, tax-efficient portfolio management and integrates with other financial tools to streamline advisors’ work and client relationships. Orion provides educational resources and academy programs for advisors developing their businesses.
Advisor Relationship Manager, EAG
Serve high-value wealth advisors with personalized relationship management, account support, and trade assistance. Use AI-enabled tools to strengthen advisor engagement and improve service operations.
Tavsif
- Serve as the primary contact for an assigned portfolio of high-value EAG advisors with at least $25 million in assets under management.
- Build trusted relationships through proactive communication and regular engagement.
- Learn each advisor’s business, operating model, and service preferences.
- Anticipate advisor needs, offer guidance, and provide tailored solutions.
- Support advisor retention and long-term growth by improving operational efficiency and client outcomes.
- Manage calls, accounts, advisor requests, and client service from intake through resolution.
- Advise on wealth management, custodial, and regulatory matters.
- Assist with trade processing and online trade execution.
- Support billing, cost basis, cashiering, tax reporting, and alternative investment activities.
- Help resolve complex account matters, including account setup, conversions, powers of attorney, QDRO distributions, and non-standard changes.
- Investigate financial reporting issues and resolve discrepancies.
- Provide product guidance across Orion platforms and services.
- Take ownership of issues and resolve them accurately and promptly.
- Identify and correct documentation problems, including not-in-good-order cases.
- Train advisors on processes, systems, and available tools.
- Encourage platform adoption through education and recommendations.
- Build working relationships with Service, Sales, Operations, and other teams.
- Help oversee workflows and queues to meet service-level objectives.
- Share feedback with management and contribute to improvement initiatives and projects.
- Perform verification and quality reviews.
- Use approved AI tools to resolve inquiries, summarize interactions, document cases, improve follow-up quality, retrieve knowledge, and identify trends.
- Review and verify AI-generated recommendations and summaries before using them.
- Apply AI-assisted insights to anticipate needs, identify risks, and guide proactive outreach.
- Suggest improvements to AI knowledge sources, workflows, case categories, and support processes.
- Follow standards for responsible AI use, privacy, documentation, and escalation.
- Retain human accountability for high-risk, regulatory, financial, and relationship-sensitive decisions.
Talablar
- A bachelor’s degree is required; equivalent experience may be accepted instead.
- At least three (5) years of experience is required.
- Industry certifications, such as Orion certification, or licenses, such as Series 65, are preferred.
- Strong relationship management skills.
- Demonstrated ability to deliver high-touch, client-focused service.
- Ability to assess advisor needs, provide consultative guidance, and develop effective solutions.
- Ability to handle complex or high-pressure advisor and client situations professionally.
- Ability to develop knowledge of investment products, financial services, fiduciary responsibilities, and custodial relationships.
- Strong problem-solving, organizational, and time-management skills.
- Ability to manage multiple tasks while maintaining attention to detail.
- Ability to manage stakeholder relationships and work effectively with people at all organizational levels.
- Residence within commuting distance of an office.
- Compliance with regulatory and company requirements.
Imtiyozlar
- Health coverage
- Dental coverage
- Vision coverage
- Disability coverage starting on the first day
- 401(k) plan with employer matching
- Paid parental leave
- Pawternity leave
- Pet insurance
- Student loan repayment
- Competitive benefits package