The Mergers and Acquisitions Project Manager is responsible for working directly with advisors using Orion who are looking to bring on additional books of business. The M&A Project Manager will also work with the advisors to setup new download interfaces with custodial partners, help advisors audit their downloading data, and assist advisors through their historical conversion project. This position will assist the Onboarding Project Managers and leadership with projects directly related to Mergers & Acquisitions.

The Mergers and Acquisitions Project Manager is responsible for working directly with advisors using Orion who are looking to bring on additional books of business. The M&A Project Manager will also work with the advisors to setup new download interfaces with custodial partners, help advisors audit their downloading data, and assist advisors through their historical conversion project.

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Sacramento, CA; Hebron, KY.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

Essential Functions of the Job

• Works independently on projects that fall outside of the normal M&A project outline and assess if the advisors request can be accomplished.

• Mediates projects between firms, maintain legal boundaries and uphold high level of confidentiality.

• Assists in submitting multi-level programming projects while coordinating multiple internal teams for efficiency.

• Acts as project manager and participates in special projects supporting advisors outside of Onboarding.

• Helps with requests from Service Teams, SME Teams, vendors and other internal teams as necessary.

• Works directly with advisors and appropriate internal resources to develop project scope and document all work, adapts to changes and manages project execution, timelines, and expectations.

• Reports, tracks and escalates projects and issues to leaders

Skills Needed to Perform the Job

• Excellent time management skills to balance work load and project priorities.

• Ability to take meticulous notes and stay organized.

• Ability to multi-task while maintaining careful attention to detail.

• Ability to work effectively both individually and within a team environment.

• Ability to work with a sense of urgency to meet deadlines and address competing priorities.

• Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook.

• Effective written, listening and verbal communication skills.

• Effective problem solving and organizational skills.

Education Needed to Perform the Job

• Minimum of a bachelor's degree in Business Administration, Finance or related field required.

• Orion Series Industry Certification must be obtained within 90 days of employment.

Experience Needed to Perform the Job

• Minimum of 1- 3 years experience working within financial services, technology, or customer service industries preferred.

• Demonstrated advanced knowledge of Orion Tech’s system and app interaction required.

*Equivalent education and experience will be considered

Salary Range:

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.