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Orion Advisor Technology

Orion Advisor Technology

Multiple locations
Posted on Monday, June 24, 2024

About this Opportunity:

​​​As a Trader, you will execute all day-to-day trading functions for advisors and clients including mutual fund and ETF trade placement, rebalances, trade reconciliation, list bill processing, incoming cash allocations, trade rejects, and corrective trading within a workflow management-controlled environment. The role is focused on processing of trading work and service issues with defined market cutoffs within a high quality, regulated environment. The role involves a teamwork approach and close coordination with advisor service teams to provide industry-leading service with quality risk management controls. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.


In this role, you’ll get to:

  • Manage and oversee the trade flow process by the processing of all trading, cash, and allocation work for mutual funds and exchange traded funds as required by the business with high quality, within trading cut-off times, and within budget according to defined service level metrics while maintaining compliance regulations

  • Maintain documentation for all work processes and procedures

  • Make improvement suggestions and adhere to all approved work changes for the team

  • Cross train as required to meet changing business needs

  • Interact and partner effectively across all appropriate internal business teams and external clients

  • Participates in testing for projects as required by the team

  • Provides backup support for all work and project efforts as needed

  • Assists with team planning and growth strategy

  • Ensures execution of all industry and client specific compliance matters within the team

We’re looking for talent who:

  • Has experience with financial portfolio management software is a plus

  • Has minimum of a bachelor’s degree in Business or related financial field

  • Has a Series 65 license or ability to obtain within 90 days of employment

  • Possess minimum of 2 years trading and servicing team experience in mutual funds services

  • Preferably has experience in an either Advisor Operations or Retirement Plans Service Operations field

  • Obtain Orion Industry Certification

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




Salary Range:

$25.79 - $37.87

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.