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Technology Consultant

1 month ago

Omaha, United States OAT Orion Advisor Technology, LLC Full time

The Technology Consultant

is responsible for

the promotion of

and training on

available product technology to the clients of Orion. This position will work closely with

the relationship management,

onboarding

and service

teams to

identify

opportunities to promote new development, train clients on the platform and assure clients are

leveraging

our system to its full capabilities

.

The Technology Consultant

will

contribute to the creation of training material for Orion client use

.

As we continue to evolve and live our Orion values, we are looking for someone to grow with us. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Omaha, NE, Berwyn, PA, Sacramento, CA, Hebron, KY, Chandler, AZ, Provo, UT, or Idaho Falls, ID. In this role, you'll get to: Supports Orion

firms

with onsite training requirements which includes 3-4 development trips per quarter. Supports existing Orion conferences and event participation requests. Meets with Service Team directors

on a monthly basis

to identify existing clients that would benefit from an office visit or additional training. Conducts weekly virtual meetings. Drives user adoption of new development through virtual meetings with training, group training webinars, and technology promotion. Collects input/feedback from advisors to help

identify

areas of

additional

development to support advisor’s business. Participates in

regular training webinars to increase client knowledge of product

offerings. Conducts Home Office Visits and maintains HOV process and supplies We're looking for talent who: Has knowledge of Orion’s systems and processes Has minimum of a Bachelor's degree in Business Administration or related field Obtain Orion Industry Certification Possess minimum of two years of experience working for Orion Has experience working within Financial Services industry is preferred Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization #LI-AP1 #LI-Hybrid About Us As One-Orion , we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate , push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion. Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more. 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.

#J-18808-Ljbffr

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