Orion Advisor Solutions
The Client Experience Technology Consultant works within the Summit Support Organization to understand and support the experience setup for advisor and end‑client users. The role provides daily technical support, diagnoses and resolves access and reporting issues, and collaborates with onboarding and product teams to improve client satisfaction. It also involves creating training materials, managing stakeholder relationships, and may require up to 25% travel.
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
35% above the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
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