Essential Functions of the Job

• Onboards Advisors onto the Orion trading platform.
• Maintains multiple Business Processes and Process Tasks for each advisor throughout the onboarding process.
• Works directly with the Advisor and the Advisor’s reps, operations, or other internal resources to efficiently and sufficiently train how to best utilize the platform for their success.
• Schedules regular calls and meetings with the Advisor and/or Advisor team.
• Plans, oversees, and documents all aspects of projects to ensure on time completion.
• Reports, tracks, and escalates projects and issues to management as needed.
• Maintains call schedule and process task notes and documentation for each advisor.
• Contributes to evaluation, implementation and management of electronic trading platform and assists with projects related to trading system version upgrades.
• Responsible for testing new development to ensure specifications were met and released properly; this may include weekend hours for build release rollouts and testing.
• Participates in training sessions during Orion Tech Labs or Regional events, as needed.
• Periodic travel may be required to conduct onsite visits for onboarding requirements or strategic visits.

Skills Needed to Perform the Job

• Knowledge of industry rules and regulations pertaining to various security instruments and markets.
• Ability to quickly learn new and utilize multiple internal/external trading systems and platforms.
• Ability to multi-task while maintaining careful attention to detail in a time sensitive environment.
• Ability to speak effectively before groups of customers or employees, as well as conduct effective presentations.
• Ability to work on weekends as pre-determined by quarterly system builds.
• Strong skills in effective oral, written, interpersonal and listening, including the ability to communicate technical information to nontechnical personnel.

Education Needed to Perform the Job

• Minimum of a bachelor's degree in Business Administration, Finance or related field required.
• Orion Industry Certification must be obtained within 90 days of employment.

Experience Needed to Perform the Job

• Minimum of 1 year of Orion systems experience preferred.
• Demonstrated advanced knowledge of Orion Trading Platforms preferred.
• Minimum of 3 years of experience working within financial services, technology, or client service industries preferred.