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Orion Advisor Solutions
The Director, Implementations leads the onboarding and ongoing support of Wealth Advisory clients, advisors, and portfolio managers across specific sales regions. This role involves managing a dedicated team, providing training and supervision, and ensuring efficient client account onboarding. The position requires strong leadership, cross-functional collaboration, and a focus on delivering exceptional customer service.
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.
14% below the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
