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© All Rights Reserved. ApplyBlast.com
Orion Advisor Solutions
The Client Relationship Specialist delivers exceptional service and proactive relationship support to advisors within an assigned territory, combining relationship management, advisor enablement, and operational execution. This role leverages approved AI-enabled tools to accelerate research, summarize interactions, and reduce administrative effort while maintaining human judgment and accountability. The position operates in a fast-paced, highly regulated financial environment requiring responsiveness, sound judgment, and compliance awareness.
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.
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
