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Product Manager

Orion Advisor Technology

Orion Advisor Technology

This job is no longer accepting applications

See open jobs at Orion Advisor Technology.
Multiple locations
Posted on Friday, January 12, 2024

About this Opportunity:

As a Product Manager, you will be responsible for working with the client base of Orion to support the development road map and development roll out execution of their respective product(s). This position will work to drive the strategic and tactical development of advisor facing products and services. The Product Manager will work with internal SMEs and stakeholders and to identify opportunities, risks, and efficiencies to further develop the product offering. 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:

  • Be responsible for setting and achieving outcome-based goals for product adoption for Orion employees and Orion Customers

  • Act as internal and external customer advocate, defining user problems and needs-based solutions by leveraging qualitative and quantitative data and analysis

  • Create and execute project plans for new features

  • Work with Application Development Lead to ensure Agile processes and best practices are adhered to, contribute to the progress of Orion’s Agile Transformation

  • Collaborate with Orion Training Architect team to develop written process and procedures for new and existing products

  • Educate Orion users on all current methods, functionality, development, and features

  • Work closely with the Orion Service team to educate associates on current product workflows and to optimize existing processes to provide scale and better communication

  • Work with clients of Orion to ensure they understand our capabilities, increasing adoption of our technology and reviews process and procedures

  • Perform market and client research to build business value around enhancing existing products and creating new Orion products

  • Monitor and maintain Salesforce project backlog for incoming technology bugs and works with squad to resolve in a timely manner

  • Use data to define and maintain product roadmap for their respective area(s)

  • Define features and user stories for the enhancement and development of new technologies

  • Test new application acceptance criteria prior to promotion to production environment.

  • Work closely with application squads to prioritize development to be programmed

  • Be responsible for execution of and communication of release plan with key stakeholders

  • Maintain knowledge of UX best practices, advocate for UX consistency and enhancement across all Orion products, partner with Design team to conduct user research, prioritize high-impact experience enhancements in the product roadmap

  • Assist the sales and business development team with prospects; this may include demonstrations on of Orion’s product capabilities

  • Accurately explain and set expectations with prospects/new clients as it would pertain to Orion’s offering and prioritization of development efforts

  • Support Marketing partners in development of go-to-market strategy, communication of release notes, and market positioning of Orion’s product offering

We're looking for talent who:

  • Has ability to work and excel within an agile development organization

  • Possess knowledge and understanding of project management concepts and discipline

  • Has knowledge and understanding of Orion’s Advisor Desktop, Client Portal, and Connect systems

  • Has ability to exercise appropriate judgment, reasoning, and decision-making

  • Has minimum of a bachelor's degree in Business Administration, Finance or related field

  • Obtain Orion Industry Certification.

  • Possess minimum of 1 year of Product Management experience required

  • Has at least 1 year of experience at Orion or prior experience working within the financial services industry is preferred

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization




Salary Range:

$69,723.00 - $105,276.00

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

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.

This job is no longer accepting applications

See open jobs at Orion Advisor Technology.